Investment recommendations
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Polaris Financial – Private Wealth
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Your beacon in wealth management
Our mission
Our mission is to facilitate your success through insightful financial planning. Anchored in excellence, Polaris Financial is your beacon in the complex world of wealth management. We believe in independent financial advice and we specialise in tailored tax mitigated investment plans for corporate professionals and business owners.
What we offer
Our services are specifically designed to chart the course to your financial goals. We offer investment recommendations, pension advisories, and insurance consultations, all fine-tuned to your unique circumstances.
Unearth lucrative opportunities with our bespoke investment recommendations.
Learn more about investment recommendationsPlan for a secure, worry-free future with our comprehensive pension advice.
Learn more about pension recommendationsSafeguard your wealth and mitigate risk with our expert insurance consultations.
Learn more about insurance recommendationsImportant informationInvestments carry risks. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.
Strategy
A clear, three-stage process that turns what matters most to you into a plan built for your future.
Together we will find out what’s important to you
We craft bespoke strategies that align your current situation with your personal aspirations
We optimise your assets for performance, affordability, and goal alignment
Ratings
What our clients say about working with Reece Brown and Polaris Financial.
I can wholeheartedly recommend Reece. He's had a huge impact on my retirement planning since we met. He has a strong instinct in matching investors to the right investment, asking all the right questions to understand a client's tolerance of risk, and using his knowledge of the market to generate excellent recommendations. Reece has a hugely engaging personality, always gives his all for clients and is a pleasure to do business with.
Reece presents himself in a highly professional manner and is very knowledgeable in his field and prides himself quality of service, ensuring that communication is clear and concise. He took the time to thoroughly assess and understand my investment needs, risk profile and current and future lifestyles needs to ensure that the most appropriate and effective investment strategies are being implemented.
Reece, has been very helpful and gave us recommendation apt for our situation. He's very professional and patient at answering our questions, making sure that no stone was left unturned before committing to anything.
Reece Brown has been my financial advisor for nearly 4 years, and I couldn't be more satisfied with the results. Reece possesses a keen ability to tailor his advice to individual needs. He helped me navigate complex financial decisions with confidence and always had my best interests at heart. Reece's professionalism, attention to detail, and commitment maximised our savings and tax benefits. I highly recommend Reece to anyone seeking expert financial guidance and a dedicated partner in achieving their financial objectives.
Reece has provided me with outstanding help and advice with my investment portfolio. I am happy to recommend him to anyone who wants investment advice.
The Financial Advisor for people who don't think Financial Advisors bring any value. I have had advisors before and they usually don't do anything I couldn't or haven't done myself, and the advice was always the same; consolidate your pension, max out your ISA. I get many of them writing to me on LinkedIn, but Reece is the only one I decided to have a call with. Reece is a bit different from the typical Financial Advisor that, in his words, “comes round once a year to eat your custard creams” haha. He approaches things from the perspective of what you want from life, cashflows that out for you visually, and is very adaptable. He's responsive, proactive and knows his stuff. I always enjoy my calls with him and he's got some good ideas for maximising my wealth. Very happy with his service.
I would highly recommend Reece Brown at Polaris Financial as a trusted and capable financial planner. Over the past year, Reece has consistently demonstrated exceptional professionalism, knowledge, and dedication in providing financial guidance to individuals and families. I have had the pleasure of having Reece look after my pension assets over the last one year, and during this time, he has consistently impressed me with his deep understanding of investment strategies, retirement planning, risk mitigation, and wealth preservation. His ability to translate complex financial concepts into clear and concise recommendations ensures that even a novice investor can comprehend and make informed decisions.
I have recently reviewed my financial plan with Reece. Reece presents himself in a highly professional manner and is very knowledgeable in his field and prides himself quality of service, ensuring that communication is clear and concise. He took the time to thoroughly assess and understand my investment needs, risk profile and current and future lifestyles needs to ensure that the most appropriate and effective investment strategies are being implemented. Thanks Reece - it is a pleasure working with you.
Reece is a very sharp mind with a deep knowledge of financial markets. He is always on top of latest news and trends and acts accordingly in the context of his clients' needs. Always responsive and accomodative, I highly recommend his services.
I've been acquainted with Reece since 2023 and have found him to be an exceedingly polite and helpful financial adviser. Recently, I switched to him as my pension advisor, and I'm extremely pleased with the service so far. He demonstrates remarkable patience and dedicates time to thoroughly explain investments. I genuinely appreciate his valuable advice and assistance.
Excellent independent advisor with a holistic approach to providing solutions and on-hand support to suit my ever changing needs. Reece is a friendly, honest and trusted advisor that I fully recommend.
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