Reevesifa Reviews

Very professional and thorough pension advice

Andrew at Reeves has walked me through my potential pension earnings recently This has been handled with sensitivity and very professionally keeping me at ease the whole time He has highlighted which pension pots have been working for me and which require action and has recommended the best produce to move these underperforming schemes I am very comfortable moving forward with his advice and with only 7 years before I hit pensionable age I look forward to hopefully being a little less poor than I had anticipated

Financial Review

Very well prepared and conducted for our financial review Made very clear recommendations for us to consider This was followed up by sending the report summary of meeting and follow up of other agreed action points Very helpful throughout Thanks

My first annual review

I just had my annual review with James It was the perfect balance of learning about my portfolio and the financial markets without too much jargon Thanks again Reeves for preparing the report and thank you James for taking me through it I know my pension money is in good hands

Tom really made the pension review very

Tom really made the pension review very easy to understand showing different scenarios and covering everything in a very professional manner Also some good action points to check out and open door to discuss future investments

My advisor Sandy

My advisor Sandy made all the facts very clear to me and installed a sense of confidence they will look after my pension aswell as always having my best interests at heart The whole process was made as simple as possible and all meetings were carried out over Zoom which was very convenient

Great service

Andrew went through the process and explained everything clearly Really helped me feel confident about taking control of my finances

Comfortable peace of mind

Very helpful reassuring call with Max today Easy to understand help advice made to feel comfortable with choices not steered towards something I didn t think was right for me Regards Bill

process was good

process was good got all the questions i had answered not pushy - appreciate it was a cold call initially on linked in but i chose to respond no idea if it will pay off but i guess that s the same for all providers but in terms of onboarding it all seems pretty straight forward

Reeves pension investments

Reeves Independent have looked after my pension for several years now and it has done very well during these trying times they are always there to talk to at any time I would highly recommend them to anyone with pensions or investments John Heslin