Updated Key Guides – July 2020
Our Key Guides for success in Financial Planning have now been updated for July 2020. Feel free to view and download our selection of guides found here: https://www.theinvestmentcoach.co.uk/key-guides/
Read the latest news and updates from The Investment Coach Ltd.
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Covid-19 measures: March 2020
The 11 March Budget from the new Chancellor, Rishi Sunak, included £7 billion of expenditure targeting the impact of Covid-19 on employees, the self-employed and businesses. On 17 March a further raft of measures was announced, amounting to an additional £20 billion of support expenditure plus £330 billion of loan guarantees. By 20 March another
Updated Key Guides – October 2018
Our Key Guides for success in Financial Planning have now been updated for October 2018. Feel free to view and download our selection of guides found here: https://www.theinvestmentcoach.co.uk/key-guides/
Take an Interactive Tour of The Investment Coach Office
As part of Google’s ‘Business View’ initiative, we’ve taken action to implement our own Business View of The Investment Coach office, car park and grounds. It’s now easier than ever to find us if you want to pay a visit. Luck was on our side during the shoot with the weather showing off our beautiful
Branch Chair of The IFP’s Northern Home Counties
Andrew Reeves has been nominated and accepted for the post of Branch Chairman of The Institute of Financial Planning’s Northern Home Counties. This will keep The Investment Coach Limited at the forefront of Financial Planning and Wealth Management. As always, get in touch if you need financial help or support.
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.