Focused financial advice to achieve your retirement goals
We identify your goals and objectives to create a bespoke retirement plan, designed to drive you towards the retirement you deserve.
No nonsense, just honest, transparent and friendly advice
Reeves Pension Review
Starting to plan your retirement but not sure where to start?
Don't worry that's where we come in.
By focusing on the important questions, we’ll help you answer things like:
Can I retire and still afford to do the things I enjoy?
I have multiple pension pots, what now?
Should I transfer my pension?
Can I retire early?
Should I take my pension into drawdown?
Our Pension Review is a comprehensive service that will:
Give you an understanding of your current retirement provision
Enable you to have complete control of your investments
Reduce hassle and stress and improve your investment outcomes
Provide support, advice and guidance for you every step of the way
Our aim is to simplify the complex world of pensions, so our clients can focus on what really matters and achieve the retirement they desire.
Your free no obligation introductory meeting will include a brief conversation with a skilled team member to discuss your pension situation, your aims and goals, any obstacles you may face and how we could help you overcome them.
With your authority, we will gather information on your pensions from your providers and produce a detailed fact-find for each of them. We will then produce a summary report and recommendation of our research, including an analysis of your different options to generate income.
You will then be invited to discuss your report further with an FCA registered adviser and, if you agree to our recommendations, you will come on-board as a client and start on the path to planning your perfect retirement.
Pensions are a long term commitment, you may not be able to access your pension funds until the age of 55 (currently), investments can go down as well as up and you might not get back your initial capital. Pension and tax legislation does and can change in the future which could impact your pension.
The value of your investment and any income from it could fall or rise, and you may not get ack the full amount you invest.
Past performance is not a reliable indicator of future results. We always recommend you talk to a qualified financial adviser before making any investment decisions.