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:
When do you want to retire and how much income will you need?
How much cash would your family need to maintain their current lifestyle if you die prematurely?
Would you require a regular income or a cash sum if you suffered a serious illness or disability?
Are you making the best use of any spare capital or surplus income?
15/05/2013 View a selection of brochures concerning various financial matters using the links below:
The Budget 2013
eSmart Money May/June Newsletter
A Guide to Flexible Income Drawdown
A Guide to Protection Planning
A Guide to Self-Invested Personal Pensions
24/04/2013 Andrew will be talking about the uses and possible uses of technology in a Financial Planning practice. It's an excellent opportunity to find out about all the things you could use to make your business more efficient.
Find out more here: http://www.financialplanning.org.uk/regional-branches/meetings/2013/04/1-using-technology-financial-planning-2-risk-and-returns-forecast
19/11/2012 The Investment Coach Limited is supporting Financial Planning Week, taking place from 26th November until 2nd December 2012.
The Institute of Financial Planning is encouraging its members and in particular those who are Certified Financial Planner professionals across the UK to brainstorm how they can promote financial planning in their communities and engage the general public in Financial Planning Week.
Find out more here: http://www.financialplanning.org.uk/financial-planning-week-2012
15/10/2012 Andrew Reeves, Director of The Investment Coach Limited, has been featured in the New Model Adviser Top 100 for 2012! Find out more here.
20/04/2012 Read our feature in New Model Adviser! Click Here.
11/03/2012 The Investment Coach Limited has been featured as a "Midlands Master" - One of the Top-10 IFAs from the region in a New Model Adviser article.
Find out more here: http://www.citywire.co.uk/new-model-adviser/midlands-masters-10-top-ifas-from-the-region/
04/01/2012 We are pleased to announce that The Investment Coach Limited has reached the shortlist stage for the Best Use of Technology by an Adviser award at the Money Marketing Financial Services Awards 2012.
The Investment Coach joins 5 other IFA firms on the shortlist.
The next stage is an interview in January, with the winners announced at an awards ceremony in London on 22nd March 2012.
We are very excited to have this and a second potential award (New Model Adviser) to look forward to in 2012
01/11/2011 Andrew Reeves shares his top tips in the New Model Adviser article Advisers' 10 top tips on where to hold client cash
26/09/2011 We are proud to announce The Investment Coach Limited has been honoured as 'Commended' in the Best Investment Adviser Category at the Investment Life & Pensions Moneyfacts Awards, held on the 23rd September 2011!
29/05/2011 The Investment Coach Limited is quoted in the Independent on Sunday.
23/05/2011 The "Coach" brand is growing. Jo Read is co-director of The Retirement Coach Limited with Andrew Reeves. The business is based in London and focuses purely on the retirement market.
18/03/2011 Proud to be an early BLOODHOUND SSC Enhanced Fin Programme contributor: http://goo.gl/nYZGA Here's to 1,000 mph ... and putting Britain top!
24/02/2011 We are excited to report that we are now have corporate Chartered Financial Planner status further demonstrating our commitment to finding the best solutions for our clients. This is in addition to the individual Chartered Financial Planner status that Andrew Reeves, our founder and director holds. Our new logo is below...
24/01/2011 We are very excited to announce that we were short-listed for an award for the Midlands region. Although not the outright winner we are proud of our first attempt. You can read about it here: Portals/29/Documents/Midlands_Shortlist logos_2011.pdf
12/12/2010 The Investment Coach Limited is featured as the "Cover Star" in New Model Adviser. See: goo.gl/l7BAZ
24/05/2010 Andrew has completed his 302 mile charity trek around the Cornish coast. He confirms that there is a lot of ascent!
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.
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.
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: firstname.lastname@example.org
We hope you find the site both useful and informative.