Need help with Reis Financial Planning Ltd claim?

If you’re worried about losses from a transaction involving Reis Financial Planning Ltd and are considering compensation, our experts can help. We’ll review your case thoroughly to determine what happened, who’s responsible, and how much you could potentially recover.

Reis Financial Planning Ltd

Reis Financial Planning Ltd was a UK-regulated financial advice firm, authorised by the Financial Conduct Authority (FCA) on 11 July 2012. The company offered services such as pension planning, retirement advice, and investment guidance to retail clients.

The firm is now in liquidation and has been declared in default by the Financial Services Compensation Scheme (FSCS). This means that clients who suffered financial losses may now be eligible for compensation.

No win, no fee

If you don’t get paid, then you pay nothing. If you get paid, we take a pre-agreed percentage based on how much money you receive for your peace of mind.

Reasons for Default and Client Compensation Claims

Claims submitted to the FSCS against Reis Financial Planning Ltd often relate to unsuitable pension transfer advice and recommendations involving high-risk or inappropriate investments. Many clients were advised to transfer pensions into schemes that did not match their financial goals or risk profile, resulting in significant losses.

With the company now in default, the FSCS is reviewing claims and issuing compensation to eligible individuals.

 

Trading Styles:

 

Trading Name Date Range
Reis Financial Planning Ltd Primary name

 

The firm is not known to have operated under any other trading styles.

 

Why can you claim for compensation or redress against Reis Financial Planning Ltd?

As the firm is no longer trading and has been declared in default, clients who received unsuitable or negligent financial advice may qualify for compensation through the FSCS — even if the advice was given years ago.

 

Background

  • Companies House Incorporation Date: 18 May 2012
  • FCA Authorisation Date: 11 July 2012
  • FCA Firm Reference Number: 596325
  • Status: In liquidation and declared in default by the FSCS
  • Typical Complaints: Mis-sold pensions and unsuitable investment recommendations

 

Who was involved?

According to the FCA Register, individuals involved in regulated activities at Reis Financial Planning Ltd include:

  • Luis Fernando Reis

There may have been other advisers or directors involved during the company’s period of authorisation.

 

Appointed Representatives and Agents

There are no publicly listed appointed representatives associated with Reis Financial Planning Ltd. If your financial advice came via someone acting on behalf of the firm, we can investigate whether it falls under its regulatory permissions.

 

How can we help?

We’ve helped thousands of clients secure FSCS compensation for financial losses resulting from poor advice. With our No Win No Fee service, you face no financial risk when pursuing your claim with us.

 

How does it work?

We start with a free consultation to understand your situation. If we believe you have a valid claim, we’ll gather the required documents, build your case, and submit it to the FSCS on your behalf. Our team handles the process from start to finish, with the goal of securing the maximum compensation available.

 

Seek Claim Advice Today

Don’t miss your opportunity to claim. Time limits may apply, so it’s important to act quickly.

Call 0800 041 8358 to speak to one of our pension and investment claims specialists. Even if you’ve previously claimed, you may still be entitled to more.

NB: Information for this page was gathered on 07/05/2025 from the FSCS, FCA Register, and Companies House, and is accurate to the best of our knowledge as of that date.

When it comes to Claims,
we won’t waste your time or ours.

This is why we have a 82%* success rate on submitted claims in similar circumstances to Reis Financial Planning Ltd

*82% success rate is an accurate figure based on pension and investment related claims submitted and concluded between 1st December 2020 to 1st August 2024.

Our Process for Making a Mis-sold Claim

Initial Consultation

Start a free consultation to understand your situation and help you decide on the best course of action.

Collect & Review Agreements

We”ll collect and review your documentation of the advice given, pension transfer details, and evidence of any financial losses.

Submit a Claim

We will formally submit your claim to the relevant parties, clearly outlining why you’re entitled to compensation.

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