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Nick Reeves Financial planning
Partner

Nick Reeves

Financial planning

Areas of expertise

International & Cross-Border Financial Planning
UK Tax Planning
Pension Transfer Specialist
Retirement Planning
Estate Planning & Later Life Expert

Experience

Nick joined Evelyn Partners in July 2022. Previously, he had spent four years as Head of Wealth Planning at Deutsche Bank UK. During this time he advised both UK and internationally-based clients on their UK financial planning. This included planning advice pre-/post-sale of client businesses, pre-arrival planning for resident non-domicile clients and the use of tax efficient investment wrappers both onshore and offshore.

Prior to joining Deutsche Bank UK Nick was a Partner at Tilney for six years. This was largely focussed on UK-based clients, primarily around retirement/pension planning and client business sales.

Nick has also previously worked at Barclays Wealth and Grant Thornton.

Qualifications/Memberships

Fellow of the Personal Finance Society
Chartered Financial Planner (CII)
Chartered Wealth Manager (CISI)
Association of Tax Technicians
Pension Transfer Specialist

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