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Retirement-Planning

Reeves Independent Initial Review

Welcome to the Reeves Independent Initial Financial Review. You are about to start on the journey to unlocking the full potential of your pensions and assets. To gain a firm understanding of your retirement goals and how you can manage your finances to achieve them, with our help.
The form below contains pertinent questions to get us going and working on your behalf to create a full review of your current financial position. Your desired retirement goals and to help us create bespoke advice to help get you there.

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Financial Times Top 100

Reeves Independent rank in the top 0.5% of advice firms in the UK and 9th in the UK for less than six advisers, this also makes us the top firm in the North East for six or fewer advisers. reevesifa.com/ft100/

Rated “Excellent” by Clients

Reeves has a client retention rate of 99% we value our clients, and they value the service they receive. Read our reviews.

Established in 1996

Reeves has been delivering sound impartial financial advice for almost 25 years.

Frequently Asked Questions

Non-servicing Rights Letter of Authority

Letters of Authority allow us to request the full up to date value of your pension from the provider. This doesn’t allow anything other than this we can not transfer or alter any details of the pension.

Our Fees

There are no fees payable to Reeves until you decide to sign with us as a client.

Table of Ongoing Service Charges – The Reeves Portfolio Management Service
Standard fees are based on fund value at each fee review
  • 1% of Funds up to £500,000
  • 0.5% of all funds over £500,001
Example 1:  If your investments are valued at £200,000 £200,000 x 1% = £2,000 pa (£167 pm)
Example 2: If your investments are valued at £750,000
  • £500,000 x 1% = £5,000 pa (£417 pm)
  • £250,000 x 0.5% = £1,250 pa (£104pm)
  • Total = £6,250 pa (£521pm, 0.83%pa)
Example 3: If your investments are valued at £1,000,000
  • £500,000 x 1% = £5,000 pa (£417 pm)
  • £500,000 x 0.5% = £2,250 pa (£188pm)
  • Total = £7,250pa (£605pm, 0.725%pa)