– Our new wills process is going live on Monday 3rd May with 27 existing clients expressing interest – Please ask your account manager for details.
– Reeves Essential is the name given to the new service for clients with under £100k and 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.
– 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.