Reeves Independent
  • Dunsmuir House
  • 154 Dunsmuir Grove
  • Gateshead
  • UK, NE8 4QL
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Independent Financial Advice

Retirement Planning Programmes

Over 60 000 people retire every month. For many, it is potentially a long period of time with too much leisure time and too little money. We work with our clients to make ensure that they have their finances adequately prepared for life's biggest holiday!

The days of working for one large company throughout our working life are over. So too is the prospect of a financially secure retirement. Or at least for those that fail to implement a real planning. So lets get going now.

The planning for retirement should start now, not tomorrow, next week or next decade but now. It is well documented that most people are failing to make sufficient savings and investments to achieve adequate cash for retirement. The earlier one starts planning the better chance of success. It is that simple - but most people seem to bury their heads in the sand.

Retirement planning should and normally does, involve some sort of pension investment. However, there are many alternative funding options that should form part of a retirement planing strategy. The best options are dependent upon individual goals, and circumstances.

Life does not always go to plan. There may be times ahead when problems may occur. Prudent planning and discussions may suggest a need for some insurance's to protect your self against such risks. These risks can damage the best of plans.At Reeves Independent we offer experienced opinion and knowledge to help clients make the most appropriate decisions.

Much is said about planning for risks and taking out appropriate and relevant insurance. Retiring without adequate income is a very real risk that we all are exposed to. It is a risk that is clear and obvious to all. For some reason people choose to ignore reality. Let's wake up and get going today. Lets start preparing for your big holiday.

At Reeves independent we do the most basic of services for those people that just want to invest into pensions. We can advise on the best plans that are available for the specific circumstances of the individual.

Where we come in to our own however, is full-blooded retirement planning. We like to encourage our clients to plan and review their full retirement plans on an annual basis. For those people that want an early retirement then this is absolutely essential.

Our retirement planning service is made up of 3 bands. Clients that want one off advice, clients that want ongoing advice and those clients that are 5 years off retirement. Our fees reflect the different levels of service.

Plan A

People wanting to make pension contributions through group schemes, direct offer and execution only.

Plan B

People wanting ongoing retirement planning advice over an above plan A

Plan C

People who are serious about working towards enjoyable retirement

Service Includes

Plan A

Plan B

Plan C

BR19

£15 extra

Yes

Yes

Pencalc

£15 extra

Yes

Yes

Pension switches

£300

Yes

Yes

Fund analysis

£25

Yes

Yes

Annual assessment

£200

Yes

Yes

Pre retirement planning

No

No

Yes

Pre retirement planning

No

No

Yes

Genuine care for clients. Value for money. Focussed quality.

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