The Reis and Fall Of Reis Financial Planning

Advisors

Are you trying to make sense of recent events regarding your pension transfer, following the cessation of Reis Financial Planning? CP Financial Claims stands ready to offer clarity and direction during this confusing time.

Reis Financial Planning: A Look Back

Understanding the impact of Reis Financial Planning’s recent changes on your pension transfer is crucial, and CP Financial Claims is poised to offer guidance and support. Reis, established on the 9th of January, 2015, was managing defined benefit pension transfers.

For years, clients depended on their expertise to secure their financial futures. It's important for our readers to be aware that Reis Financial Planning's authorisation to offer regulated financial products and activities was rescinded as of June 6, 2023.

This change in status followed the guidelines of financial regulatory bodies, such as the FCA and/or PRA, which oversee such financial transactions.

Dissolution and Connections

On October 31, 2023, Reis Financial Planning was formally dissolved, with the process initiated via a first Gazette notice for voluntary strike-off on August 15, 2023. Further scrutiny reveals a link between Reis Financial Planning and Inspirational Financial Management, with a shared director indicating a potential overlap in their operational or managerial strategies

How CP Financial Claims Can Assist You and Current Information

As these events are all so recent, it is likely we will receive more information. As and when we do, we will update this page.
If you have previously engaged with Reis Financial Planning, or if Inspirational Financial Management rings a bell, it's natural to feel concerned about the status and security of your pension transfer. At CP Financial Claims, we're committed to delivering support that is both compassionate and informed.

Contact Us for Informed Guidance

Encountering financial uncertainty, especially concerning pension transfers, can be daunting. If the dissolution of Reis Financial Planning has left you with questions or doubts, we urge you to reach out.

Fill in the form and submit your contact details. Our team will contact you for a free, no-obligation chat.

Have you Been Affected?

At CP Financial Claims, our goal is utmost transparency. You'll only be charged a fee if we successfully secure financial redress for you. The success fees can range from 15% to 25% of your settlement, depending on the amount. For more information, click here.
In the event that you pursue your claims until the end but they turn out to be unsuccessful, you won't owe any payment. If you decide to cancel your claim after the 14-day cooling-off period but before the process concludes, there may be a cancellation charge. To learn more about cancellation fees, click here.

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