Wondering what‘s included in a free financial review worth over £800? This short video explains the financial planning process, from getting to know you now to where you want to be.
Free Financial Review
Your free Financial Review worth over £800
Where are you now, where do you want to get to in retirement, and what could help you get there? Our free financial review looks at your finances, goals and options before giving you clear recommendations for the way forward. It’s completely free with no obligation to become a client.
Our booking calendar appears here once you accept cookies. You can also book on Calendly directly.
Book a timeHow your free financial review works
-
1
Tell us about you
We'll start by getting to know where you are now, what's important to you and what you want your retirement to look like.
-
2
Build the full picture
Across your meetings with the Reeves team, we'll look at your pensions, investments, savings and wider finances to understand where you stand today.
-
3
Explore where you could go
We'll consider your goals and options, looking at what could help you move closer to the future and retirement you want.
-
4
Get your recommendations
We'll take you through our recommendations and explain the next steps clearly. The whole review is free and there's no obligation to become a client.
Why Choose Reeves?
What you will come away with
Independent
Whole-of-market pension advice
FCA regulated
FRN 839943
Worth over £800
Free with no obligation
I initially used their free review service, but have since become a client due to how good my experience with the team has been.
FAQs
Free Financial Review questions answered
What is a free financial review?
Our free financial review is designed to help you understand where you stand financially and whether you’re on track to achieve your goals. We’ll look at your pensions, investments and retirement plans, helping you build a clearer picture of your current position and future options.
Is the financial review really free?
Yes. Your initial financial review is worth over £800, but it is provided completely free of charge and with no obligation. Whether you choose to become a client or not, you’ll leave with valuable insight into your finances. There is no cost and no pressure.
What happens during the review?
The review starts with a conversation about your current financial position and what you want to achieve in the future. We’ll discuss your pensions, investments, retirement goals and any major plans you may have. Where appropriate, we’ll gather further information about your existing arrangements and help you understand your options moving forward.
What does the review cover?
The review considers your wider financial picture, including your pensions, investments and retirement plans. Rather than focusing on a single product, it is designed to help you understand how your finances work together and whether any improvements could help you achieve your objectives more effectively.
Do I have to become a client afterwards?
No. The review comes with no obligation to proceed. Some people choose to act on the recommendations straight away, while others simply use the information to gain a better understanding of their finances. The decision is always yours.
How do I choose the right financial adviser?
It’s important to work with an adviser who is FCA regulated, takes the time to understand your circumstances and explains things clearly. A financial review is a good opportunity to ask questions, understand how an adviser works and decide whether they’re the right fit for you.
Is my money safe if I make changes after the review?
A financial review cannot remove investment risk, and the value of investments can fall as well as rise. What it can do is help you understand your current position, the risks involved and the options available to you, allowing you to make more informed decisions about your future.