We’re proud to be our clients’ adviser, guide, coach and friend.
Here are some of their stories; from their initial concerns and goals, right the way through to the new, confident life they have created for themselves by working with us.
Investing in retirement – Nick and Belinda
Nick and Belinda were looking to invest to achieve growth over the long term. They had just retired from teaching and had received a lump sum.
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Financial planning for a busy professional – Dave
Dave works in finance. Whilst his financial knowledge was sound, he was looking for support; someone to bounce ideas off and coach him on an ongoing basis.
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Guidance after partner’s death – Jacky
Jacky initially came to us upon the death of her first husband. She was overwhelmed with the financial organisation required and uncertain as to the best steps going forward.
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Holistic planning for a business owner – Patrick
Patrick was a self-made businessman. He was looking for someone to help him with the financial side of things and reduce the burden on his time, energy and resources
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Retiring early – Sheila
Sheila came to us as she was approaching retirement. Her finances where somewhat chaotic, and she also had a large life assurance pay out to manage.
LEARN MOREOur 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.