We are a firm of Independent, Chartered Financial Planners based in Podington. We offer a comprehensive financial planning and coaching service that will help you to find order in financial chaos.
Our Chartered status places us amongst the UK’s leading financial planning firms. Awarded by the Charted Institute of Investments (CII), the accreditation represents the gold standard of financial planning.
Over the years, we have achieved further awards and accreditations that demonstrate our commitment to providing exceptional financial planning and coaching services. We are ISO 22222accredited, one of VouchedFor’s Top Rated Advisers, and featured in New Model Adviser’s Top 100 UK Advisory Firms. You can learn more about our awards and accreditations here.
Meet the team
Chartered Financial Planner
As a Chartered and Certified Financial Planner™ the first UK adviser to obtain ISO 22222and one of VouchedFor’s Top UK Advisers of 2020, Andrew’s accolades and accreditations demonstrate his dedication to providing exceptional advice and service.Meet Andrew
The in-office team are supported by:
Larry has worked in financial services and brokering for over 30 years in both Canada and the UK. He has been a Senior Paraplanner in the UK since 2003. Larry provides suitability, investment and pension reports for The Investment Coach.
Jay is The Investment Coach’s IT Consultant. He has over a decade of experience in website design, development, marketing and SEO. Jay’s interests include cars, movies, walking and playing the guitar. As a new homeowner, he’s adding DIY and gardening to the list too!
Financial Planner (Locum)
Robert has worked in financial services since 1976. He is a Chartered Financial Planner with advanced qualifications in taxation, investments and financial planning. Outside of work, Robert enjoys family time, holidays and golf. He is also a season ticket holder at Tottenham Hotspur.
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.