Best Friends Share In Success
At Reeves, as a business, we grow together with our clients and only by serving them do we prosper.
Our philosophy, therefore, is one of engagement and that has been the history of the firm.
And, thanks to you, our clients, our business has grown impressively over the past 3 years. Building on this expansion, in 2017 we set up our client services team and this year we set up a specialist investment team. We want you to be partners in the next phase of our development, just as you have in the past.
We've grown on the back of our reputation and word-of-mouth recommendation, for which we're grateful. And we try to express that gratitude through our Refer a Friend scheme.
Here's a reminder of how it works.
In a nutshell, for every person - this could be a friend or family member - you refer to Reeves Independent, you can receive a 10% discount off your ongoing Reeves advice fee.
For example, John Daniels is a client. Recently, he was chatting to a work colleague about his pension arrangements with us. His friend was interested, so John passed his details on to his account manager at Reeves, a conversation with his friend followed, he went on to become a client and now John benefits from a 10% discount on his advice fee every year.
There's no complicated bureaucracy involved in this. There are just three simple steps:
Step one- Tell us who you've been speaking to and referred us to;
Step two- We'll wait for them to contact us, or- so long as they don't mind - we'll contact them;
Step three- If they become a client, we'll discount your on going advice fee.
There's a maximum of five referrals per client, meaning a maximum 50% discount. You only qualify for the discount if your referral becomes a Reeves client and if the value of the funds they transfer to us is worth at least 10% of the value of your own portfolio. A spouse doesn't qualify as a referral.
It is important that no actions should be taken without first taking advice. Personal circumstances and an individual's appetite for risk means that the advice for one person may not be the same for everyone. The information in this blog or any response to comments should not be regarded as financial advice.