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Client Focus: Meet Lisa Whitehead


We’re delighted to bring you our new Client Focus feature as part of Reeves Insight.


This series will focus on telling the stories of you, our clients. To launch this new series, we caught up with long-term client, Lisa Whitehead.


Lisa, 54, was a journalist with the Newcastle Chronicle for 30 years and lives in the city’s Gosforth area. She and her husband are longstanding clients and have two children. Here’s what she had to say when we met in August.


How did you first hear about Reeves?

“Nigel (Reeves CEO & Founder) and my husband and I have been friends for years. Nigel used to do our finances when he used to come around to clients houses for 1-2-1 meetings all those years ago. We’ve been with Reeves ever since.”


Why Reeves?

“Reeves make everything so easy to understand. It is clear that a lot of time and resource is invested in Reeves employees and they train their staff brilliantly. Jack, my Financial Adviser is my go to as he makes things so simple and easy to understand.


“Pension jargon is very difficult for people to grasp and it’s very difficult for people to engage and get their head around. That is one of the main reasons I chose Reeves and what sets them apart from other financial advice firms, they simplify the technical terminology and processes, brilliantly.”


Would you recommend Reeves?

“I’m such an advocate of Reeves, I’ve got people from my office at the Chronicle to sign up because I think it’s the best thing. I am a member of the Reeves Advocate Scheme, so I would recommend anyone sign up to Reeves Independent.


“Reeves have managed to consolidate all my pensions into one pot to provide an income upon retirement.”


What would you say to someone considering financial advice?

“What I would say to people is don’t be frightened of pensions. Quite often, when the word pensions is mentioned, people recoil because they don’t understand it.


“But, pensions can be made very simple by the right Financial Adviser. This is what Reeves do so brilliantly and this is why I have been with Reeves for so long.”


Have you achieved your retirement goals?

“Now approaching retirement age, I feel elated to be able to comfortably retire at 55. I’ve had the financial advice from Reeves to get me there.”


Thank you to Lisa for being our first Client Focus. We’re delighted that you continue to endorse us and are happy with the service after so many years with Reeves.


We will be featuring more clients over the coming months in future editions of Insight, if you would like to be featured please get in touch on 0800 9890 029 or email us at communications@reevesifa.com.


These articles are for information only and should not be construed as advice or a recommendation. The investment strategies mentioned are examples only and may not be suitable for your particular: circumstances, tax position or objectives. Please seek independent financial advice before taking any action.


No advice should be conferred from the articles. No action should be taken without independent professional financial advice as any actions on your pension may be irrevocable and have a big impact on your income in retirement.


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