Firstly, welcome back David! David has rejoined the team and will be working in the LTD business as part of the client service team.
With this comes a new role. David will become a Core Account Manager and will look after:
- Clients with under £100,000 in Reeves Management
- Clients under the age of 55
We hope that David will deliver a greater service to these clients. We aim to provide a more tailored service to these clients. This will boost our relationship and engagement with these clients.
With this new appointment, the client segmentation is a follows:
Core- David = Under 55 & under £100,000
Growth – Becky = Over 55 & over 5 years to retire
Pre-Retirement – Jack = Over 55 & under 5 years to retire
Retired – Oliver = All Retired Client – irrespective of value