I have been a client of Mr. Andrew Reeves over the last 18 months and can wholeheartedly say that I have found the service that he has provided over this period of time to be highly professional.
The service that he has provided has always been fast and efficient, understanding my needs more than I ever could, based on my personality and business circumstances, providing solutions to these.
I can honestly say that he has always been at the end of the phone whenever I have phoned him and has always got back to me the following day with various solutions to my questions or, at least to keep me informed as to when he will have these questions answered.
Andrew's friendly and courteous manner, combined with his up-to-date knowledge of business whilst being very well connected with other Professionals has all proved to make my association with him and the service that he has provided, a very worthwhile experience on all levels.
8th DAN Black Belt and Chief Instructor and Chairman of the International Association of Shotokan Karate
Andrew Reeves has advised my wife and me on our financial affairs for the past 3 years, particularly on IHT and on prudent investments. We are extremely grateful for the assiduous attention he has devoted to our problems and the clarity and helpfulness with which Andrew has guided us through the complexities of personal finance.
Author of “Bracken Point”, "Legacy" and retired Sports Council Director General and Accounting Officer
I highly recommend Andrew Reeves for the work carried out in purchasing an annuity with my private pension. He acquired the best value for me with the least amount of hassle. I will be using his services again when my wife takes her pension." Regards Martin Broomfield
Pat and I would like to thank you for the service you have given us regarding the matter of resolving our "Inheritance tax problems". We appreciate our problem was fraught with difficulties and was causing us great concern to ensure we could give our daughters all the protection we could in the event of our demise.
We cannot thank you enough for the consideration you gave to us during our meetings to protect our future and at the same time our daughters would be given a chance to benefit from their inheritance.
Thank you once again and we look forward to seeing you in the near future regarding other matters.
Many thanks for coming over, you made things a lot clearer, and it was very much appreciated.
|Dr. N & J R who subscribe to the "coaching" service|
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.
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.
IC continue to provide a professional and personal pension service beyond many of the high street banks.
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
Andrew combines a deep knowledge of his field, with a very helpful and creative attitude to provide an efficient and punctual service. Over time, I've been grateful for his sound financial planning advice as well as his input on and arrangement of various insurance related issues. I would thoroughly recommend him as a thoughtful and trusted advisor.
Service Category: Financial Advisor
Year first hired: 2007 (hired more than once)
Top Qualities: Great Results, Expert, High Integrity
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
"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
|Andrew & Jane Redfern (2nd comment)|
Many thanks for your immediate and comprehensive response (to request for consolidated tax vouchers for the accountant to complete their Self Assessments). What a wonderful system! (referring to our wrap account) You have been awarded extra brownie points for this one! Best regards.
by email 24th November 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
"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
Andrew always listens to my views and personal needs before recommending any product. It is useful that his recommendations are also given in writing as it gives me a reference point. Jacky Green, 5th September 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
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