What Kreston Reeves Financial Planning does

Kreston Reeves Financial Planning is the wealth management and financial planning arm of Kreston Reeves, a UK-based full-service accountancy and advisory firm tracing its origins to 1969 through ten predecessor practices. The firm operates from seven offices across London, Kent and Sussex with 550+ professionals, serving businesses, not-for-profit organizations, and private individuals through 12+ core service lines spanning financial planning, wealth management, audit and assurance, taxation, corporate finance, ESG advisory, forensic accounting, legal services, restructuring, and strategic support. Sector specialization is a defining feature, with deep practices in charities and not-for-profit (700+ clients), academies and education (covering nearly 2,500 schools), agriculture, FCA regulated firms, life sciences, creative/technology, financial services, and franchising.

The firm's revenue is generated entirely through professional services fees, with pricing determined through direct consultation based on client needs and engagement scope rather than published rate cards. Distribution combines direct office consultation, digital enquiry handling, professional referral networks, and a multi-channel content marketing engine spanning website, webinars, research publications (Academies Benchmark Report, Kreston Charities Report), and events. Underlying technology is built on cloud-based accounting platforms and a proprietary Business Diagnostics tool that produces instant client-facing performance reports.

In 2025, Kreston Reeves became part of the AAB Group, serving as the group's hub for London and the South East, while retaining its ICAEW-regulated status across multiple LLPs, its Kreston Global international network membership (100+ countries, 27,500+ professionals), and its B Corp certification. The firm has been recognized with multiple Accounting Excellence Awards including International Firm of the Year 2024 and Progressive Audit Firm of the Year 2024.

Name

Kreston Reeves Financial Planning

Legal name

Kreston Reeves LLP

Website

https://krestonreeves.com

Company type

Private

Founded year

1969

Operating status

Operating

Headcount range

101–250 employees

Short description

Kreston Reeves Financial Planning is the wealth management and financial planning arm of Kreston Reeves, a UK full-service accountancy and advisory firm with 550+ professionals across seven London, Kent and Sussex offices, serving businesses, not-for-profits, and private individuals through sector-specialized teams.

Ownership category

akta.pro rank

Product category

Accounting and Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industries

Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Business Owner & Executive Financial Planning (FSAEAAAO), Estate & Legacy Planning Advisory (FSAEAAAG), Discretionary Portfolio Management (Retail) (FSAAAAAH), Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors) (EDAAAJAN)

Keywords

• Financial planning services
• Wealth management advisory
• Audit assurance services
• Corporate finance advisory
• Taxation advisory services

Headquarters

HQ city

Canterbury

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services Fees: Revenue generated from providing comprehensive accountancy, audit, tax, corporate finance, wealth management, and advisory services to businesses, not-for-profit organisations, and private individuals.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels8 records

Core offering

Kreston Reeves Financial Planning provides comprehensive personal financial planning and wealth management services for individuals and families, including investing, retirement planning, pensions, estate planning, and probate. These services are part of the broader Kreston Reeves full-service accountancy and advisory firm, which also delivers audit, tax, corporate finance, and sector-specialized advisory services to businesses, charities, and other organisations across the UK and internationally.

Product overview

Kreston Reeves is a full-service accountancy and advisory firm providing a comprehensive portfolio of professional services. The firm operates as a unified offering centered on accounting, audit, tax, corporate finance, and wealth management, supported by specialized sector expertise in education (academies), agriculture, charities, financial services, life sciences, manufacturing, real estate, and professional practices. Key service lines include Financial Planning and Wealth Management for individuals, alongside business-focused offerings spanning Audit and Assurance, Corporate Finance, Taxation Services, Accounts and Outsourcing, ESG Advisory, Business Valuations, Forensic Accounting, Legal Services, Restructuring, and Strategic Support. The firm also provides sector-specific publications including the annual Academies Benchmark Report and Charities Report. Services are delivered through 7 offices across London, Kent, and Sussex, with international reach through membership in the Kreston Global network spanning over 100 countries.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Comprehensive financial planning services for individuals and families, covering investing, retirement planning, and pensions to help clients achieve their financial goals.
• Wealth Management Wealth management services focused on managing and protecting personal wealth for individuals, families, and private clients.
• Audit and Assurance Statutory audit, group audit, listed entity audit, and assurance services for businesses, charities, academies, and FCA-regulated organisations.
• Corporate Finance Advisory services including buy-side and sell-side advisory, capital markets, due diligence, management buyouts, raising finance, and transaction services.
• Taxation Services Corporate tax, personal tax, tax disputes, inheritance tax planning, VAT and duty, international tax, global mobility, R&D tax credits, and EMI share schemes.
• Accounts and Outsourcing Annual accounts preparation, company secretarial services, financial reporting, management accounting, virtual finance team, online and cloud accounting, and payroll services.
• ESG Advisory and Reporting Services ESG advisory including materiality assessments, SECR reporting, carbon footprint calculations, climate action plans, and CSRD compliance.
• Business, Asset and Share Valuations Expert witness valuations, financial reporting valuations, transactional valuations, and valuations for tax purposes.
• Forensic Accounting and Litigation Support Commercial dispute resolution, crime investigations, financial investigations, and expert witness services.
• Legal Services

Quantifiable outcome

• Served over 700 charity and not-for-profit clients
• +2 more outcomes

Named customers12 records

Segments10 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered primary.

• Kreston GlobalprimaryStrategic or Co-development Partner · 1 January 1994Kreston Reeves joined the Kreston Global network in 1994, gaining access to an international network spanning 100+ countries with 27,500+ professionals. This membership enables delivery of consistent international services to clients expanding across borders.
• AAB GroupprimaryOthersKreston Reeves has joined the AAB Group, becoming the firm's hub in London and the South East. This acquisition positions the firm as a significant regional presence within a larger accounting network.

Scale indicators5 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• BDO UK: Major UK mid-tier accountancy and advisory firm offering audit, tax, corporate finance, and wealth advisory to SMEs and mid-market clients. Closely comparable in service breadth and target segments to Kreston Reeves.
• Crowe UK: UK accounting and advisory member of Crowe Global with audit, tax, corporate finance, and wealth management offerings targeting similar mid-market and private client segments.
• Menzies LLP: South East and London-based mid-tier accountancy firm with comparable sector specialisations and service portfolio including financial planning.
• Moore Kingston Smith: London-based mid-tier firm with strong charity, not-for-profit, and private client practices — directly comparable to Kreston Reeves' vertical depth in these segments.
• Saffery Champness: UK top-20 accountancy firm with similar private client wealth, charity, and mid-market advisory offerings and comparable headcount scale.
• PKF Smith Cooper: Mid-tier UK accountancy and advisory firm with comparable full-service offerings and a similar mix of corporate finance, audit, tax, and wealth advisory work.
• Mazars UK: International mid-tier accountancy network with strong UK presence offering audit, tax, advisory, and financial planning services to similar business and private client segments.
• MHA (MacIntyre Hudson): Top 20 UK accountancy group with comparable mid-tier positioning, sector specialisations, and full-service audit, tax, and advisory offerings.
• RSM UK: Mid-tier UK firm providing audit, tax, and consulting to mid-market businesses with strong sector specialisations, comparable in scale and GTM approach.
• Grant Thornton UK: Large mid-tier UK firm with similar advisory, audit, tax, and transaction services across multiple sectors. Comparable size, client base, and service mix.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat6 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/KrestonReeves
• YouTubeyoutube.com/channel/UCf-fr7J-jCDHLst7D7nGSlA
• LinkedInlinkedin.com/company/kreston-reeves

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles28 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Kreston Reeves Financial Planning