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What Can a Pension Review Do For You?

Updated: Aug 24, 2022

At Reeves Independent, our aim is to help our clients achieve their retirement goals.

We know the world of pensions and investments can often be a confusing place. Our aim is to strip that back and offer clear, honest, and quality financial advice. We strive to offer advice that is jargon-free, easy-to-understand, and tailored to your individual circumstances.

We build relationships with our clients, putting them at the heart of everything we do. We believe retirement is a journey and the first step on the voyage towards achieving your retirement goals is to build a connection with you. We do so by getting to know your retirement aims and your pension situation. By reviewing your pension, we can do just that and start your journey towards achieving your desired retirement.

What are the benefits of a pension review?

A pension review has several benefits. Firstly, our initial pension review is free and you are under no obligation to proceed. So, even if you don’t come on board as a client, we really believe you will still learn something that will benefit your retirement plan and goals.

However, gaining a grip on your pensions can put you at ease knowing that they are being well looked after. A review with Reeves Independent helps puts you into the driving seat towards achieving your retirement goals. As such, it can reassure you that you are on the right path and reduce your stress levels as our expert staff take care of you and your needs.

A pension review could reduce your fees as we look at the best options available to you.

As well as reducing fees, a review can also add value to your pot(s). Reeves Independent has an in-house investment team with a wealth of experience. By conducting a review, you can invest where you want, in line with your attitude to risk, which we will determine with you.

You are not alone and, as such, our expert team work around the clock to ensure that they are up to date with market trends. As a result, you can be rest assured that your money is invested and growing in the best place possible.

Why Reeves Independent?

Reeves Independent has over 25 years’ worth of experience in the financial services industry and have been named in the Financial Times Top 100 Advisers for three years running. We see the bigger picture. With this in mind, we can also make sure that your portfolio is being managed in the most tax efficient manner – meaning you can keep more of your hard-earned wealth.

Reeves Independent prides itself on its high level of client service and doing the best we can for our clients. We will be by your side throughout your retirement journey, ensuring that you get the support and advice that you need.

The articles are for information only and should not be construed as advice or a recommendation. Please seek independent financial advice before taking any action. 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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