Winter Edition

Hello,

As we head towards the end of the year and the festive period, we tend to look back at the year and plan ahead what we should deliver for our clients in the coming year.

I hope you enjoy reading some of our highlights which we will use to build, improve and measure next year’s services. I would like to take this opportunity to thank you, our clients, for continuing to be the lifeblood of this business. Clients remain and always will be at the centre of our thoughts.

Understandably some of you have expressed concern given the state of the economy. I think it would be prudent for us all to take stock and amend our plans accordingly. Rest assured that the Reeves Team will continue to monitor market activity and all potential impacts to clients. We are here to help.

We are looking forward to bringing you the eagerly awaited End of Tax Year campaign in Q1 of 2023. Bearing in mind current news on tax rises this should be a must-do activity for most clients.

In light of the changing political and economic landscape, we have also included a comprehensive article on the work that we put into choosing the right pensions and platforms for your circumstances.

It has been a very busy and exciting year at Reeves, we have helped more clients than ever before. I am delighted we have been able to help many clients retire on their terms and also support many with their retirement planning.

With best wishes,

2022: A moment to reflect and value

Reeves Independent has experienced substantial growth and development during 2022, despite the political and economic turbulence.

We have remained committed to our objective: to continually improve our service for a growing client base and we would like to reflect and offer thanks to you our clients, who remain centre stage of our strategy moving into 2023.

Which Pension is Right for You?

There’s a lot of choice around pensions today and navigating your financial options can be confusing.

The differences, for example, between defined benefit and money purchase schemes are important and you must understand both if you are to make the best choice.

Tax Planning: Tick All The Right Boxes

Tax planning is a vital part of any financial planning service, and at Reeves Independent we are looking forward to launching our End of Tax Year Planning campaign in the first quarter of 2023.

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Important information

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.

The value of your investment and any income from it could fall or rise, and you may not get back 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.