Existing Client Advice Journey
Understanding Risk
Setting Objectives
Speak to Your Account Manager
Understand your attitude to risk
This short questionnaire will help to indicate your tolerance towards investment risk, and provide a base level of understanding of the amount of risk your willing to take with your investment provision.
What are your objectives & drivers?
This questionnaire helps us to understand the level of service you require, and your individual advice needs. Reeves provide an ongoing service, lining clients investment portfolio up with their life plans and goals and advising on amendments we feel are necessary.