Investment Advice

Investment advice built around your life

Good investment advice starts with you: your goals, your attitude to risk and where you are in life. We build a considered, research-led plan and review it as your circumstances change.

Book your free review What we charge

30+

Years advising North East clients

4,500+

Clients we look after

96%

Clients who stay with us

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Investment advice that starts with you, not the market

Before we talk about investments, we get to know you: what you want your money to do, when you will need it, and how you feel about risk. That understanding shapes everything. We assess your attitude to risk and your capacity for loss, then match you to a suitable strategy for your stage of life. As things change, so does your plan.

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How our investment advice works

Understanding you

We start with a conversation about your goals, your timescales and how you feel about risk, No jargon, no assumptions, just a clear picture of where you are and where you want to get to.
Building your plan

Your Adviser recommends a strategy suited to your circumstances and stage of life, drawing on our own research-led process and in-house investment team.
Putting it to work

Once you're happy with your plan, we put it in place and manage the day-to-day, so you don't have to watch the markets yourself.
Reviewing regularly

We'll meet with you to review your plan and progress together. Whenever life changes, we make sure it stays aligned to your goals.

Actively managed portfolios

Our portfolios are actively managed and supported by independent external research, so your investments are monitored and adjusted as markets and your circumstances change.

Diversification

We spread investments across different asset classes and regions. Diversification is a core part of how we manage risk, though it never removes it completely.

Ethical and sustainable options

For clients who want their investments to reflect their values, we offer ethical and sustainable options alongside our core approach.

Drawing an income

If you plan to draw an income within the next 5 years, we can take a shorter term approach designed to support that, discussed and agreed with your Adviser.

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Careful oversight of your investments, so your Adviser can focus on you

Behind every plan sits a research-led process, actively managed approach, quarterly investment oversight and independent external research. Together they guide how the portfolios are monitored and managed over time. That leaves your Adviser free to focus on what matters most: understanding your life, answering your questions and keeping your plan on track as your circumstances change.

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What investment management with Reeves includes

A single service that brings together the planning, the investments and the ongoing care: a strategy matched to your goals and whatever stage you’re at in life, an actively managed approach, diversification, regular reviews and clear updates.

Long term over short term

Portfolios are built for years, not quarters. Short-term movement is expected rather than reacted to.

Diversification, properly done

Spread across sectors and asset classes, rather than following an index concentrated in a handful of very large companies.

Contributions and tax relief

How much you can pay in, what the government adds on top, and whether you are making the most of it.

Annual allowance and carry forward

What you can contribute each year, and how to use unused allowance from the previous three.

OUR SERVICES

Choosing the right level of risk

We offer a range of portfolios, from cautious to adventurous. Each holds a different mix of cash, bonds and shares, and each behaves differently when markets fall. We work out with you which one fits, based on both how much risk you are comfortable with and how much you can afford to take. Those two are rarely the same.

Cautious

FAQs

Questions people ask us

How do I get Investment advice?

Start with a conversation. Book a free review and we’ll talk through your goals, your timescales and how you feel about riask, then explain our advice process and what happens next. There’s no obligation to proceed.

Who can give Investment advice?

In the UK, regulated investment advice can only be given by firms and advisers that are authorised by the Financial Conduct Authority. Reeves Independent is FCA authorised and our Advisers are qualified to advise you on your investments.

How does discretionary fund management differ from advice?

With advice, your adviser recommends investments and you decide whether to proceed. With discretionary management, a manager makes day-to-day decisions on your behalf, withing agreed limits, so changes can be made without asking you each time.

What is retirement investment advice?

It’s advice focussed on investing for and through retirement: building your money up beforehand, then adjusting the approach as you start to draw income so your plan suits your stage of life.

Can you advise on ISA investments?

Yes. We can advise on how investments held in ISA fit your wider plan. Tax treatment depends on your individual circumstances and current rules, both of which can change which is why it pays to have an Adviser in your corner to ensure your plan continues to deliver for you.

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