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We recognise that everyone has different needs, so we don't use a one-size-fits-all approach.
About us
Every client is unique, so we customise every solution to fit their individual circumstances. We offer ten different model portfolio strategies, which take into account factors like life stage, risk profile, and communication preferences. This allows us to provide guidance that aligns with each client's investment goals.
Research
The Reeves Investment Team conducts research to identify profitable investment opportunities for our clients. We monitor global markets and work closely with top-tier investment fund managers to maximize the performance of our clients' current holdings. This research helps us ensure that we are providing our clients with the best possible advice and guidance.
Evaluation
After identifying potential investment opportunities, we thoroughly evaluate them to determine their potential benefits. This involves consulting with the managers of the funds in question to gain a comprehensive understanding of their strategies and goals. If we believe that a particular fund would be a good fit for our clients, we present it to our Investment Committee for final review. This process ensures that we are only recommending investment options that we believe will be successful and beneficial for our clients.
Implementation
After a potential investment has been reviewed and approved, we contact our clients to provide advice on the alternative fund and its potential benefits. If our clients agree to the change, we then implement it by adding the investment to their chosen portfolio. This ensures that our clients are always informed about any changes to their investments and have the final say in whether or not to proceed with them.
Ongoing Support
As a Reeves client, you will receive ongoing support and advice for your investments. We will work with you to set communication preferences so that we can provide the right level of service. We will also continue to monitor your investments and be in touch with advice as needed. This ensures that you have the support you need to make informed decisions about your investments and achieve your financial goals.
Important information
Pensions are a long term commitment, you may not be able to access your pension funds until the age of 55 (currently), investments can go down as well as up and you might not get back your initial capital. Pension and tax legislation does and can change in the future which could impact your pension.
Please note: The Financial Conduct Authority does not regulate tax planning.
As a mortgage is secured against your property it may be repossessed if you do not keep up the mortgage repayments.
The value of your investment and any income from it could fall or rise, and you may not get back the full amount you invest.
Past performance is not a reliable indicator of future results. We always recommend you talk to a qualified financial adviser before making any investment decisions.