We Have an Investment Solution for All Clients
At Reeves Independent, we understand that everyone has different needs and, as such, we don’t operate a one-size-fits-all approach.
Instead, we tailor our solutions to our client’s personal circumstances, so they can be rest assured that their investment solution is best for them. That includes ten model portfolio strategies, based specifically on: life stage, risk profile and preferred communication strategy. We have bespoke portfolios for our clients, to be implemented as and when required and when the model portfolio is not appropriate. This means we won’t have to turn any clients away based on their investment needs.
Approachable and Friendly Team
We have a very approachable team, who all work in-house and are easy to contact. Each communication comes with the option to talk to a member of the investment team. Therefore, if any client wishes to, they can have a meeting to talk through all changes and views.
Reeves Currently Operates Five Pension Portfolios:
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Core Portfolio’s are based principally on industry recognised benchmarks, consequently ignoring the short-term risks that may be present in the market and practises a ‘buy and hold’ strategy.
Core
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Tactical Portfolios use a mixture of our Market Outlook and an industry recognised benchmark to create an asset allocation that can be frequently changed.
Tactical
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Power Portfolios: For clients who are under 55 and are more than 5 years from retirement. They have a larger proportion of equities as this is where the long term growth primarily is.
Power
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We provide a strategy for clients who are approaching/in retirement and wish to take an income from their investments.
Short Term
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The MPH portfolio invests in specialist, high-risk funds which have the potential to deliver outstanding returns. It isn’t a portfolio we would advise any client to put all their monies into as there is potential for increased capital loss too if markets fall.
MPH
RESEARCH
Our investment team explores new and exciting opportunities in the global investment markets. They liaise with the world's top fund managers and conduct market research. This is in order to identify new investments that can add value to our client’s investment portfolio and to monitor the performance of current holdings.
EVALUATION
Identified investment opportunities are monitored and evaluated. The team meets with the managers of each new possible fund to gain a comprehensive insight into the management of the fund. Should they pass this process, they are then presented to the Investment Committee for final review.
IMPLEMENTATION
When an investment has been deemed viable, they are then added to the relevant portfolio. This change is then proposed to our clients to update their asset allocation.
Our team of advisers are available to answer any client questions via the client’s dedicated account manager.
COMMUNICATION
As part of our ongoing service, we tailor our communication with you. Based on your preference, you can receive regular updates and the frequency of emails can be tailored by clients. However, should anything arise that requires a client's immediate attention we will contact them and provide a full explanation of the necessary action.
Looking to find out more about our investment services?
Book your free 15 minute pension review today
Risk Warnings - Important information
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 back 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.