Q. If you could put the clocks back what do you think should have been done differently?

A. We wished we had met you / been introduced to you in 2006! We are delighted with the service so far.

Dated: 14/04/2008

In response to our video messaging and informative screen-shot email system:

"We (are) very impressed with the technology and clarity and felt comfortable with this method of passing on information and advice so well done."  07/03/2010

We have total confidence in IC's advice. Upturns are easy. Downturns are difficult to protect against. We feel better positioned and protected against the latter than ever before. We now know our financial selves much better than we ever did before.

From our "Treating the Customer Fairly" Questionnaire:

Q: What services have you received?

A: Holistic approach. Complete survey of all assets and expenditure, trusts, tax considerations etc within the context of our lifetime goals. Existing investments have been thoroughly investigated for overlap, suitability, cost and diversifcation. Quantitative optimisation has led to switching investments... Wills were adjusted.

31st July 2008

I wish that I had met Andrew Reeves many years ago to see whether the advice I was given then with respect to pension provision agreed with his recommendations.

Aug 2008

IC continue to provide a professional and personal pension service beyond many of the high street banks.  

Richard Lanyon-Hogg
GTS UK Chief Technology Officer - Energy & Carbon Management Services

1st September 2008

"Andrew is an excellent Financial Advisor; very creative in his ideas coupled with a sound and grounded view of the financial industry. Always willing to listen and explore ways in which to meet your personal financial objectives."
Service Category: Financial Advisor
Year first hired: 2003
Top Qualities: Expert, Good Value, High Integrity

1st April 2009

From our "Treating the Customer Fairly" Questionnaire:

Q: Did you feel that our Adviser was clear in his explanations and that you could ask any questions with confidence?

A: Yes, Adviser was very approachable and I felt confident in his replies.

Q: Do you have any other comments?

A: Very pleased with advice and thought process that went into it. I particularly liked the quantification of my future expenditure, which enabled a much more realistic approach to the question posed of "have I got enough money to retire?"

Date: 23rd January 2009

Quite happy with the presentation, found it all very helpful!

11th March 2009

"Andrew has always offered highly professional financial advice which has been personalised for my specific requirements. Any potential downsides or concerns have always been made clear and I have never felt I was pushed in to a decision or indeed regretted the advice he offered.

I am aware he was the first financial advisor to be ISO 22222 accredited and his credentials are unquestionable"
Service Category: Financial Advisor
Year first hired: 2004 (hired more than once)
Top Qualities: Personable, Expert, High Integrity

30th March 2009

We should have approached Andrew probably 12 months' earlier than we did. We were treated with the utmost courtesy in a very friendly/relaxed atmosphere.

MJ, Daventry - 14th April 2009

I was really impressed that you'd been through the small print and clearly knew the ins and outs of the policies. My IFA of old really didn't inspire much confidence in any sense - his comments typically like "yeah it probably covers you" and similar, were fairly worrying and ultimately didn't give the sort of piece of mind these things are designed to give you. Clearly a BIG contrast with the experience today.
***** Dan Philps, Senior Fund Manager, Mondrian. 21st April 2009

 Andrew is a highly motivated, extremely personable and a very professional individual. I would recommend him to anyone wanting investment or financial assistance. His knowledge base around products, markets and potential options is fantastic, his approach to work is methodical and his ability to advise client to "do the right thing" is spot on.
Dave Layton, IBM - 22nd April 2009

Gosh, am I glad I have you as my 'righthand man'...................am most impressed by the speed with which everything is happening and crossing my fingers for good returns!  Thank you again for your patience and I look forward to you contacting me at the end of August for an update.  I am very grateful to you for taking me on as a client and feel very confident so far!

Lesley Shaw, 27th May 2009

We have both been very impressed by the prompt, professional, thorough and pleasant way we have been treated by The Investment Coach. Tom and Jacqueline Bernini, 3rd June 2009

"What do you see as being the big issues for our relationship in the future?" (from our Treating the Customer Fairly Questionnaire)

"My understanding of some technical/business terms. I am not English, but I am sure that it won't become an issue as Andrew makes sure that he is as clear as possible. I find Andrew very professional and very helpful."

Laura Troisi, Italian Teacher to Adults, based in Oxford Street, London. (24th August 2009)

"I am generally very impressed in the level of detail and professionalism carried out by yourselves and at
this time would have no hesitation in recommending you to others." Phil Key, MD, Wave Homes Limited 12/09/2009

"The high level of trust and understanding built between IC and me and particularly my wife who isn't really interested in financial planning has been fantastic."

David Kinnersley, Farm Business Consultant, Fisher German LLP, 5th Jan 2010

Hey there Andrew, I just wanted to send you an email letting you know that I have just received a Masters offer from Imperial College Business School, starting this October. It was my top choice by far, and I have a huge thank you to make to you, as during my Interview we talked a lot about my time at The Investment Coach, and the article opportunity you gave me. I have no doubt that this was one area that they were extremely impressed with, and was a topic that really stood me out from the other candidates.  Thus I just wanted to say thank you again for your time, and opportunities you gave me, and I hope all is well at The Investment Coach.

1st February 2010

"I was delighted with the service and the results. Both exceeded my expectations."

Marilyn White (In active retirement after senior role at Nikon UK, 5th February 2010)

ANDREW DID IN 6 WEEKS WHAT BARCLAYS AND ZURICH COULD NOT DO IN 2 YEARS.

Malcolm and Jacqui King, Spanish ex-pats, 9th February 2010

"Very satisfied with progress made to date regarding my pension transfer and investment advice received from Andrew.
I am happy to recommend The Investment Coach to anyone in need of an Independent Financial Advisor."
24th May 2010, Ian Goodchild, Accountant

"We were impressed with Andrew's patience, politeness and manner, even when we might have
shown doubts and raised detailed questions." George and Caroline Datsopoulos, October 2010

We found The Investment Coach via a search engine and very much liked what we read on your website. The concept of Financial Coaching and the ability to 'proactively manage our finances, using online filing and storage tools and having a feeling of being super-organised' was particularly appealing.
We asked a considerable number of questions by email and by telephone in order to fully understand the type of investment we were considering. Andrew answered all our questions fully, promptly and with considerable patience - this was very much appreciated and gave us confidence in the choice of investment.
We were particularly pleased with the ethos of The Investment Coach in providing a comprehensive financial coaching service enabling us to make joint decisions with The Investment Coach regarding our long-term investment strategy.
Sophy Tompkins, Company Accountant and Nigel Tompkins, Consultant 7th March 2011

Q: We would be really interested to know - why did you choose The Investment Coach Limited?
A: "Good and relevant qualifications. Modern approach and techniques. Pleasant, knowledgeable and committed. No overselling."
Alan Rushton, formerly Cranfield University, author of The Handbook of Logistics and Distribution Management 4th Edition  March 2011

"Very pleased with the way you helped and guided me with regard to my pension dealings.

You were extremely patient with me when explaining my options.

Dealt with all telephone queries in an easy and quick mannner."

David Tye, 18th May 2011

"After an initial phone call with Andrew I felt really at ease and confident with his knowledge and expertise. Once I'd met with him it was confirmed, and the Company and staff are EXCEPTIONALLY professional, personal, warm and friendly. Nothing seems too much bother and Andrew is very responsive to my needs and anxieties." Mrs Wells, 18th August 2011

More than satisfied, would recommend to any of my friends.

R Metcalfe, 31/01/2012

After all my anxieties, the transfer to Alliance Trust went relatively smoothly at both ends, thanks to some judicious lubrication by you and Cris.

MT, Computer Consultant, 24/02/2012

"... we feel we have established a good working relationship and are confident of the advice being given and the thinking behind it."

Kate and John Brown, 17th April 2012

Obtained a complete picture of my starting position and then recommended suitable products for my needs. In my case, my interest was in retirement planning and a particularly valuable exercise he encouraged me to do, was to ascertain how much I spent and on what. This enabled me to establish how much I needed in retirement. I felt confident that the advice was as good as possible and that the adviser was well informed.
I also liked the use of the Voyant software package, which models different "what-if" scenarios and allows you to look at your situation if, for example, inflation rises to 5%. I did not feel there was anything that could have been done better.

Jenny Seaber, 24th March 2013

Andrew Reeves took time to engage completely with my needs and requirements, made recommendations that suited them, and responded fully and promptly to my many questions as his recommendations were in areas of investment with which I was not familiar. Once my investments were in place; I was supplied with monthly reports, often with personal explanations if action taken was unusual; and also a yearly report which was particularly useful, as his authorial position was shoulder to shoulder with me, externally overviewing the performance of my investments within the whole investment market environment, and offering suggestions and advice for the coming year.

Andrew is very professional, and in a very professional world where everything that happens is observed, classified, measured and quantified, the seemingly safe course is to advise within this received wisdom, which is what Andrew did. Post 2009 markets though operate outside the envelope for short term ends which made a nonsense of the hitherto predicable. To his credit; Andrew in his latest advice to me, demonstrated that he was not only aware of this, but had solutions too, to exploit it.

Gordon, London, 26th April 2013