Our happy clients
Andrew has been my adviser for over 20 years. He was recommended to me upon the death of my first husband and has shown patience in advising me on the best way to invest my money. Andrew gives the best advice. I have never been disappointed and, what’s more, I trust him.
I’m not very financially savvy and need a plan for my savings, investments and pensions. Andrew explained everything in a very clear and understandable way. I feel happier and more organised about my finances now.
I am a woman on my own, who has not been educated on the intricacies of the financial world, so I wished to receive professional advice. Andrew Reeves is a very personable man to deal with and explains everything so well. I am absolutely satisfied with the advice I have received and trust his judgement implicitly.
I was made redundant at the age of 60 and wanted advice on taking early retirement. The Investment Coach analysed my financial position and attitude to investment risk, putting a financial plan together to enable me to take early retirement.
I was looking for a financial adviser to help me plan for retirement. Andrew used cashflow forecasting to help me understand my personal point of financial independence. I have now achieved clarity for my long-term plans. I particularly appreciated Andrew’s flexibility of approach to address my individual needs.
I wanted to know how best to prepare for retirement and manage my money. Andrew helped me set up my pension, invest my money and organise my life insurance policy. I have definitely seen the outcome I was hoping for.
I wanted an adviser that understands my situation to help me complete my family plan. Andrew gathered all information needed to understand my goals and repositioned my pensions and investments to facilitate our plan. Each annual review we discuss any changes to make sure we’re still on track.
I was looking to invest company money. Andrew helped us spread the investment and decide on the best options. He was very helpful and informative.
We had received lump sums following retirement from teaching and we were anxious to invest the money for capital growth. Andrew had a grasp of our situation and explored our attitude to risk. His language was jargon-free, and he explained the different options available to us. We feel confident that we made a reasonable investment decision and that this was appropriate for our current and future needs.
WHO WE WORK WITH
Directors of limited companies
We will help you plan for your eventual retirement and achieve goals related to both your business and your future.LEARN MORE
WHO WE WORK WITH
People planning for retirement
We will bring clarity to your retirement planning and help you to enter this exciting chapter of life with financial confidence.LEARN MORE
Bringing order to your financial chaos
There are numerous reasons why people seek financial guidance. Many people are looking for more financial order and control. Not knowing or understanding the wealth you have can feel unnerving, daunting and chaotic.
Our client journey will take you from feeling out of control to gaining control, and finally experiencing release; leaving you free from financial anxiety and able to enjoy life to the full.
Out of control
Most clients we meet have a nagging feeling that their finances are a bit out of control.
We challenge you to “bring order to your financial chaos.”
Once you get your finances in control using our bespoke software, you will then feel in control.
And on a more serious note, your next of kin will be able to know where to find and take forward your financial plans.
You can then focus on what the money is for (spending, giving, investing, saving) and feel a sense of release.