We will help you to establish measurable objectives that are specifically tailored to you and the stage of retirement planning that you are at. We will then identify what actions need to be taken to achieve them.
In pension and retirement planning, there is no one-size-fits-all and, as such, your plan will depend on your age, estate size and the complexity of your circumstances. It will provide the targeted information you require, but without the jargon that is not appropriate for your needs.
Our Client Quarterly Campaigns
Reeves Independent has dedicated campaigns each fiscal quarter. The aim is to raise our standards by really focussing on what matters to us a business, ensuring we hit the high standards we set for ourselves and to provide an improved service for our clients.
Q1: End of Tax Year Planning
The objective for Reeves Independent is crystal clear when it comes to end of tax year planning: help clients to identify which tax allowances are relevant to them and provide advice on how best to use them before the April 5th deadline. The Financial Conduct Authority does not regulate tax planning.
Q2: Annual Protection
As an Independent Financial Adviser, we are driven to look after all areas of our client’s financial needs. This includes making sure their insurance provisions are suitable and recommending new ones when required.
Q3: Pension & Investment Reviews
This is our essential service. Reeves will ensure our clients pensions and investments are being proactively managed, making sure their opportunity for growth is maximised. This includes a thorough portfolio management service.
Q4: Housing & Property
A client’s home is significant to building wealth. Getting onto the property ladder is something we actively encourage and there is plethora of options and products to help people achieve this. Just ask us how. Please note as a mortgage is secured against your property it may be repossessed if you do not keep up the mortgage repayments
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. Please note the Financial Conduct Authority does not regulate tax planning.
The value of your investment and any income from it could fall or rise, and you may not get ack 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.