Here’s exactly how it works, and hear directly from some of our clients about their experiences with Reeves.
Free Retirement Review
Your free retirement review with Reeves
Take advantage of our free review, worth over £800
Pensions, investments and retirement planning can all feel complicated. That’s where getting advice can come in to help you get towards your retirement goals. It’s completely free with no obligation to become a client.
"*" indicates required fields
How your free retirement 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.
Are you interested in booking a free retirement review?
Independent
Whole-of-market pension advice
FCA Authorised and Regulated
FRN 839943
Worth over £800
Free with no obligation
I am delighted with the financial advice I've received and it really has given me the information and assurance I was hoping for.
FAQs
Your Questions Answered
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.