The Investment Coach Ltd - Coaching you to make the best financial decisions
We offer a comprehensive service for all your investment, retirement planning, Inheritance Tax and protection needs.
The services we offer are tailored to you and you will receive a document clearly detailing what benefits you can expect from the service. The three options (which can be "mixed and matched") are:
1. Advice - Ideal for helping you find the best solution in the marketplace.
2. Report - Ideal for helping you achieve your financial goals and then being free to enjoy life!
3. Financial Coaching - Ideal for proactively managing your finances, using online filing and storage tools and having a feeling of being super-organised. We like to think of it as "bringing order to the financial chaos" and reducing the mountains of paper. A key element is tracking your Total Net Worth Statements.
Here are some important questions:
- Pension Planning
When do you want to retire and how much income will you need? - Life Assurance
How much cash would your family need to maintain their current lifestyle if you die prematurely? - Income Protection
Would you require a regular income or a cash sum if you suffered a serious illness or disability? - Investments/Regular Savings
Are you making the best use of any spare capital or surplus income?
News: 05/09/2008....Andrew Reeves has become the UK's first Certified (CFPCM) and Chartered Financial Planner to have been certified to the ISO 22222 standard by Standards International. The date also marked a press and "launch" party.
24/08/2009....Andrew has been selected to answer consumer questions placed on the Morningstar website. Further updates to follow in our "Why we are different?" > "Press Coverage" section.
24/05/2010....Andrew has completed his 302 mile charity trek around the Cornish coast. He confirms that there is a lot of ascent!
We always welcome your feedback; not only on the current content and presentation of the site but how you feel it could be improved or indeed what other services or information we could include to help you.
If you do have any suggestions please e-mail website@theinvestmentcoach.co.uk
We hope you find the site both useful and informative.