top of page
AdobeStock_229792352.jpeg

Joint Financial Planning

When it comes to retirement if you're in a relationship then it might be worth considering planning your finances together. 

 

In this guide we'll take you through why financial planning as a couple is important, what steps you need to take and will share with you a case study of how it helped our clients. 
 

Real Client Stories

AdobeStock_431576551 (1).jpeg

Tom completed our annual review today, it was very relaxed, but informative and relevant. It was everything we had hoped it would be and more. A very professional service all round.

Reeves Group Logo
Reeves Independent Logo
  • LinkedIn
  • Facebook
  • YouTube
FT Top 100 financial advisers
winner of services award

Main Office & Postal Address

Reeves Independent Ltd, National Advice Centre, Park View House, Benton, Newcastle Upon Tyne, NE7 7TZ

Reeves Independent – The Pension Specialists and Reeves Investment Services are trading styles of Reeves Independent Limited which is Authorised and Regulated by the Financial Conduct Authority under the FCA financial services register no. 839943. Company Registration No: 11751772, Registered Office Address, Reeves Independent, National Advice Centre, 2nd Floor, Park View House, Front Street, Benton, Newcastle Upon Tyne, NE7 7TZ. Registered in England and Wales. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Reeves Investment Services is a trading styles of Reeves Financial Services Limited which is Authorised and Regulated by the Financial Conduct Authority under the FCA financial services register no. 187607. Company Registration no: 03586020, Registered Office Address, Reeves Independent, National Advice Centre, 2nd Floor, Park View House, Front Street, Benton, Newcastle Upon Tyne, NE7 7TZ. Registered in England and Wales.

The value of investments can rise and fall and you may not get back the full amount you invest.

bottom of page