Read the latest news and updates from The Investment Coach Ltd.
Andrew Reeves, IFA and director of The Investment Coach Limited, has been featured in a new article in New Model Adviser detailing 10 UK IFA’s with a Master’s in financial planning. ‘My dissertation was specifically commissioned by The Investment Coach,’ said Reeves, ‘so it had implications to the design of our new website, use of
Our Top 3 tips in regards to The Sunday Express on ‘getting financially fit’: Get financially organised so that all statement, trusts, wills and other documents are collated. Check the executors to the will know where it is and how to access. Consider holding securely online so it is accessible and up-to-date. Shop around for
Once again, The Investment Coach Limited has been featured in New Model Adviser as one of the Top 100 Financial Advice Businesses of 2013 using methodology ratified by AKG Actuaries. See the clipping below for our write-up.
Read our feature in New Model Adviser! Click Here
The Investment Coach Limited has been featured as a “Midlands Master” – One of the Top-10 IFAs from the region in a New Model Adviser article. Find out more here: http://www.citywire.co.uk/new-model-adviser/midlands-masters-10-top-ifas-from-the-region/
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.
