We recognise that everyone has different needs, so we don't use a one-size-fits-all approach.
We understand that each of our clients has unique needs and goals. That's why we take a personalised approach to every solution we offer, tailoring our advice to your individual circumstances.
With ten different model portfolio strategies available, we take into account various factors such as your life stage, risk profile, and communication preferences to ensure that our guidance aligns with your investment wishes. This means that you can trust that the advice we provide is specifically designed to help you achieve your financial goals.
The Reeves Investment Process
Step 1 | Research
Our Investment Team conducts extensive research to identify profitable opportunities for our clients by closely monitoring global markets and collaborating with top-tier investment fund managers. This ensures that we provide our clients with tailored guidance to achieve their financial goals.
Step 2 | Evaluation
We evaluate potential investment opportunities by consulting with fund managers to understand their strategies and goals. After identifying suitable options, we present them to our Investment Committee for final review. This rigorous process ensures that we only recommend investment options that we believe will be successful and beneficial for our clients.
Step 3 | Implementation
Once an investment has been approved, we provide our clients with advice on the alternative fund and its potential benefits. If our clients agree to the change, we add the investment to their chosen portfolio. This ensures that our clients are always informed of any changes to their investments and have the final decision on whether or not to proceed with them.
Step 4 | Ongoing Support
As a Reeves client, you can count on ongoing support and advice for your investments. We collaborate with you to establish communication preferences that suit your needs, ensuring that you receive the appropriate level of service.
We continuously monitor your investments and provide advice as needed, so you can make informed decisions about your financial future. Our commitment to your success means that you have the support you need to achieve your financial goals.
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.
As a mortgage is secured against your property it may be repossessed if you do not keep up the mortgage repayments.
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.