– Our new wills process is going live on Monday with 27 existing clients expressing interest – Please email or call in for more information.
– We are pleased to launch ‘Reeves Essential’. This is a new service for clients with under £100k and are under 55 years of age. The service is being run by David, one of paraplanners. He will work closely with our specialist life stage advisers to deliver a new bespoke service for this niche client segment.
We are often asked about running investments for our clients’ children and partners. Often the needs of this group is different to our core client bank hence the new bespoke service.
– Zoom remains our preferred client virtual meeting tool. We are delighted with how our team have adapted to this over the past month and we have ongoing training to ensure that we maximise our client experience. The standard phone call is available for those that are not ‘zoom friendly’!