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Personal Client Portfolio Management

Introduction

When you are starting out in life the money that you are saving on a regular basis is what helps the funds build up. The more you put away the bigger the fund. After a while you may find that despite paying more into a savings plan, or pension, the actual fund value has reduced from last years statement. 

At this point the actual investment returns start to play an important and more significant role in the growth of your funds.

Where your money is invested will play a massive role in further outcomes and will affect when you can retire and the income you will have.

Our service is aimed at putting you in control of these investments. You can decide, with our help, the risk you are prepared to take, the asset mix you would like to follow and the funds that will help you build the future you want.

If the markets change, new opportunities come along or you simply have a change of thought - no problem, we just review everything when you want, as often as you want.

If you forget about it, do not worry; we will not. We will monitor your investments continuously.

 

Saving Money

Reeves use a tool called a wrap. These are also referred to as platforms. Due to billions of pounds that are now administered through wraps in the UK, significant discounts are available on most of our collective funds (pension, life unit trusts). This means that your buying, and ongoing management fees, are normally much smaller.

Our preferred Wrap provider offers much more than collective investments. For example Etf's enable clients to track many indices from around the world without incurring any ongoing management costs.

Unlike many life companies and bank products you are permitted unlimited switch costs enabling clients to freely move between investments without costs being a restrictive factor.

Costs are well known to eat into client investment returns so anything that can reduce them should not be ignored.

 

Protection

Should you get nervous with the markets or feel uncertain where to invest you can simply and easily move your investments into a cash account.

To maximise your protection against the unforeseen the money is held within four different high street banks. Your cash is covered with four lots of protection.

If your investments are held within a life company or a bank you only have limited protection up to around the first £50k. With Reeves your investments will be held and securely managed by a diverse range of known companies with each individual holding being protected up to £50k.

 

Peace Of Mind

By using the experts you can be sure of getting the best advice on your transactions. If you wish to follow your own intuition on some or all of your investments you can do this too.

 

Safe Hands

No actions are ever taken without prior agreement with you.

 

Regular Payments

What ever you are paying into all of your investments can be continued just as before. It can be paid by you and/or your employer if they agree.

You need only make one single payment for all your investments and it can work the same way when it's time to draw an income. One income from multiple sources - much easier to manage and control. It could also reduce costs on bank charges should your bank charge for multiple transactions.

 

Keeping You Informed

When ever you want to see what your investments are doing, it's simple. Look at the platform website at any time, anywhere. You will see your portfolio and it's performance in as much detail as you require.

Contact us for further information.