About Us

He is a graduate of Glasgow Caledonian University and holds the Diploma in Financial Planning. John has over 33 years experience in the financial services sector, 29 of which have been as an Independent Financial Adviser. John provides advice to both personal and business clients.

Email Me here: johnreed@reedfinancialplanning.co.uk

Elisabeth Reed has been a Director at Reed Financial Planning Ltd for the last 10 years after many years in Primary Education. Initially working in Financial Administration, she now also has responsibility for Human Resources and Compliance throughout the company.

Email Me here: elisabethreed@reedfinancialplanning.co.uk

Juliet Harrison is an Adviser at Reed Financial Planning Ltd and holds the Diploma for Financial Advisers through The London Institute of Banking & Finance. Juliet has over 18 years’ experience working in the financial services sector. Juliet works closely with her clients to establish and achieve their financial objectives and help guide them through their life events. Her focus is on holistic financial planning – including, but not limited to, Investment and Retirement Planning, Inheritance Tax Planning and Protection. Juliet works with both personal & business clients.

Email Me here: julietharrison@reedfinancialplanning.co.uk

Louise Shepherd is the Advice Support Manager at Reed Financial Planning Ltd and has 28 years experience in the financial services sector.  Louise has Associate status through The Chartered Institute of Bankers in Scotland.  Based at our office in West Linton, Louise works closely with our two Advisers (John Reed and Juliet Harrison) and our Adviser Support Team to provide the highest level of advice and service for our clients.

Email Me here: Louise.shepherd@reedfinancialplanning.co.uk

Dale Joanne Kidd has a dual role, one as PA to John Reed and the other as Advice Support at Reed Financial Planning Ltd. Dale has over 30 years experience in the financial services sector and is based at our office in West Linton.

Email Me here: dalekidd@reedfinancialplanning.co.uk

Arlene Reid works as Advice Support at Reed Financial Planning and works closely with both John Reed and Juliet Harrison to provide our clients with the most appropriate financial planning advice tailored to their individual needs. Arlene holds a BA(Hons) in Marketing Design and started her career in retail banking in the Channel Islands before moving to the Middle East and working in the Communications sector. Arlene has been working in the financial services sector for 4 years.

Email Me here: ArleneReid@reedfinancialplanning.co.uk