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 international 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 focused 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