Took up the option for a review with Reeves having followed the YouTube videos of the company. Was aligned with Andrew and we had a good in depth review of my current situation and where my plans inte... Toon meer
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Lees wat reviewers zeggen
Jack made are review so easy to understand and his input and knowledge was excellent. Always helpful towards make our pension being in best place for us.
Bedrijf heeft geantwoord
Came across Reeves through their YouTube videos and took up option of free pension review. Completed review with Andrew, very professional in approach and thorough in work completed. Whilst we have n... Toon meer
Bedrijf heeft geantwoord
Carl talked me through my options based on two pensions that were not working for me. Very clear and concise advice and I will be making the move to suggested consolidated new pension. Look forward... Toon meer
Bedrijf heeft geantwoord
Bedrijfsgegevens
Geschreven door het bedrijf
Reeves Group has over 100 employees and founding brand, Reeves Independent has been an FT Adviser Top 100 financial advice firm four years running. All Reeves Group brands work to the joint objective of putting our clients at the heart of everything we do. Reeves Group Brands: Reeves Independent - Pension specialists. We work with you to create a bespoke plan, ensuring you get the retirement you deserve. Reeves Financial Services - Our expert advice can help you navigate complicated markets and make your money work harder.
Contactgegevens
National Advice Centre, Park View House, NE7 7LX, Benton, Newcastle Upon Tyne, United Kingdom, Verenigd Koninkrijk
- 0800 989 0029
- info@reevesifa.com
- www.reevesifa.com
4,8
Uitstekend
901 reviews
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Ontdek hoe ze hun reviews verzamelen, beoordelen en modereren.
New customer - Impressed so far!
Sandy was very professional and gave detailed explanations of the services provided, recommendations and of how the onboarding process worked. I feel she took the time to understand what I was looking for and suggested ways that they could help in a relatable way.
15 maart 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Hi Andy,
Thank you for sharing your experience, it is great to hear that Sandy was able to deliver you a professional and informative explanation of the services provided by Reeves.
If you need anything further, please get in touch, we are always here to help you achieve your financial goals!
Thanks,
Team Reeves
Portfolio review
My portfolio is relatively simple so not too many questions. Simon was very professional in his approach with me which I really appreciated
11 maart 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Hi Mike,
Thank you for your 5 star review, we are pleased that you found your experience with Simon professional.
If there's anything else we can help with, don't hesitate to get in touch.
Thanks,
Team Reeves
Informative consultations
Sandeep, my advisor, was great. Very reassuring, very patient as I had several layman questions, very engaging, and most importantly, very attentive. I have already recommended her to a few of my friends. Overall, good experience for myself as a client.
8 maart 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Hi Mac,
Thank you for your kind review and recommending Reeves to your friends.
It is pleasing to hear that you've found the client experience to be so positive, particularly in the way Sandeep was so attentive and reassuring to your needs.
If there's anything else we can help with, please get in touch. Thanks!
Team Reeves
Comfortable, peace of mind
Very, helpful & reassuring call with Max today. Easy to understand help & advice, made to feel comfortable with choices not steered towards something I didn't think was right for me.
Regards Bill
20 februari 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Hi Bill,
Thank you for taking the time to share your positive experience! It is pleasing to hear that you've found your call with Max helpful and reassuring.
We always aim to provide excellent service and information, helping to guide our clients towards what is best for their unique circumstances.
We are always here for you, thanks for trusting Reeves to help deliver your goals
Thanks,
Team Reeves
Pension Review
I have been meaning to review my pensions for a while but have never found the time or the right company.
Reeves have been excellent and in particular Sandi, the whole process has been painless and simple. I had multiple meetings with Sandi and she was always patient and explained everything really well. I never felt pressurised to make a decision and at the end all my options were presented in a clear and easily understandable way.
I have now decided to use Reeves to consolidate all my pensions into one managed pot and have no issues recommending them to anyone looking for a similar service.
9 februari 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Hi Rob,
Thank you for taking the time to leave this recommendation, we are delighted to hear you've benefited from a review of your pensions.
We strive to deliver the very best service and outcomes, so it is pleasing to hear you found the process and interactions to an excellent standard. Sandi will be happy to hear your feedback.
If there is anything else we can assist with, don't hesitate to get in touch. Thank you for recommending Reeves.
Thanks,
Team Reeves
Reeves pension investments
Reeves Independent have looked after my pension for several years now and it has done very well during these trying times, they are always there to talk to at any time, I would highly recommend them to anyone with pensions or investments . John Heslin
18 februari 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Hi John,
Thank you for the positive feedback. We're proud of the fact you've trusted Reeves with your pension for several years. Our team are delighted to help you optimise your finances for a better retirement.
We are always happy to speak with you, if there's anything else we can assist with please let us know.
Thanks,
Team Reeves.
Simon Marshall excellent meeting.
Simon Marshall - end of year tax discussion. Extremely helpful and thought provoking to maximise tax etc. Very cheerful, easy to follow and understand. He managed time and content very efficiently. Looking forward to my annual review in a few months time.
15 februari 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Hi Christopher,
Thanks for taking the time to leave a review. We are delighted to hear about your positive experience during your end of year tax discussion.
The team are always happy to help, and we look forward to speaking with you again during your annual review.
Thanks,
Team Reeves
Deceptive Sales Tactics
Someone claiming to be a Marketing Manager at Reeves liked a post I’d made on LinkedIn, then sent a connect request which I naively accepted, which was shortly followed by a sales pitch in a direct message.
They must be really desperate to be using tactics like that.
11 februari 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Hi Bob,
Thank you for taking the time to share your experience. We value the connections we make online and understand the importance of genuine networking. We regret if the timing and approach in the direct message seemed untimely or intrusive. Our team is continually learning and adapting to feedback, and we appreciate yours as it helps us improve.
Team Reeves
Financial Review
Very well prepared and conducted for our financial review. Made very clear recommendations for us to consider. This was followed up by sending the report summary of meeting and follow up of other agreed action points. Very helpful throughout. Thanks
8 februari 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Hi Laurence,
We appreciate your positive feedback! We're thrilled to hear that you found the financial review well-prepared and conducted to your satisfaction. If you have any further questions or if there's anything else we can assist you with in the future, please don't hesitate to reach out.
Team Reeves
Pension
Had a meeting with James Faley from Reeves with regards my pension. Extremely helpful, very informative and made sure I was happy with everything being discussed. Have the utmost confidence and feel very reassured.
7 februari 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Hi Ann,
Thank you so much for your kind words! We're delighted to hear that you found your discussion helpful and informative. If you have any more questions or if there's anything else we can help you with, please feel free to let us know.
Team Reeves
Annual review with Chris Lockerbie
Annual review with Chris Lockerbie. As usual, very helpful meeting. Reviewed my current circumstances after moving house. The Reeves team are very professional and always on hand to discuss any changes in my circumstances even if not at review time. Chris has been brilliant over the last 7 years since I retired. The portfolio has been managed very well.
7 februari 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Thank you for your feedback! We're delighted to hear how happy you are with your Reeves review.
Chris will be pleased to hear that his service has met your expectations. Delivering exceptional advice in a helpful and professional manner is important to all of us at Reeves. It is great to hear we've been able to help your retirement journey and managed your Portfolio well.
We hope the house move went well, please get in touch if there's anything else we can assist with.
Many thanks,
Team Reeves
Referred to Reeves
Referred to Reeves from several retired, existing clients all of whom have had a good experience. Pension advice meeting with Andrew was amicable, comprehensive and informative. Looking forward to continued advice as circumstances change.
5 februari 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Thank you for leaving a review, we are delighted you've found your Pension advice meeting useful.
We also look forward to the future with you, advising you in our ongoing reviews as circumstances change.
Our team are always on hand if you have any queries, helping you to achieve your retirement goals over time.
It is also pleasing to hear that other clients have spoke highly of our service to you. Our advocate scheme is a popular way to refer friends and family, please download the Reeves advocate app to learn more.
Thanks,
Team Reeves
Very clear and concise advice
Very clear and concise advice. All questions answered in detail. Good explanations provided.
17 januari 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Hi Lela,
Thank you for your kind words! We're delighted to hear that you found our advice clear, concise, and detailed. Providing helpful explanations is a priority for us, and we're glad we could address all your questions. If you ever need further assistance, feel free to reach out. We appreciate your feedback and look forward to assisting you in the future.
Team Reeves
Excellent Advice: Knowledgeable and Professional Service
I attended a Reeves Seminar last year to hear about the consolidation of previous pensions. I have had various jobs in my career and wanted to know how best to work my different pensions. The seminar was extemely informative and cleary explained the various pension schemes without using complicated jargon.
I then had several meetings with Lewis Roberts, a Financial Advisor at Reeves and he talked me through each of my pensions, how they were performing, what annual charges were being applied, cash payout options on maturity, drawdown and annuities etc.
I did not have a good knowldege of how pensions worked pervioulsy but now I feel I have a good understanding. Lewis was professional but also with a friendly and trusting nature. After several consultation meetings and assessments he advised me to consolidate 2 pensions but keep one running as is, because it has a 43% protected tax free sum upon maturity. I appreciated this open and honest advice. I have transfered my other 2 pensions to be consolidated in a pension fund with Reeves. My experience was excellent and I now feel in a very comfortable and reassuring position when I do reach my retirement years. I would personally like to thank Lewis Roberts for all his help and guidance in the process and for explaining all my pensions and various options so clearly both verbally and in my written detailed advice summary. Thank you!
11 januari 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Hi Bernita,
Thank you for sharing your positive experience with Reeves. We're delighted to hear that the experience has been informative, transparent, and tailored to your needs. It's great to know that you now feel well-informed and comfortable about your pensions. We'll make sure to pass along your gratitude to Lewis for his professional and friendly guidance. If you ever have further questions or need assistance, we're here for you. Congratulations on taking proactive steps toward a reassuring retirement!
Team Reeves
Had meeting with James
Had meeting with James, very professional and answered questions. Last two years been tough financially but still ahead and future looks better.
25 januari 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Hi Ian,
Thank you so much for taking the time to share your feedback! We're thrilled to hear that you found our service professional and that we were able to address your questions. Our team is here to support you every step of the way, and we look forward to continuing to assist you on your journey towards financial success. If you have any further questions or need assistance in the future, please don't hesitate to reach out.
Team Reeves
Underwhelming and no specified dviser
I was approached on LinkedIn with direct messages.
When contacted I was wanting to consolidate most company pensions I had.
Sales pitch was entrancing - but sadly:
i) The true charges were a lot more than anticipated - 4.5% up front deductions (2% expected -- but then a slew of other incremental fund charges.
ii) I had 8 people send me emails - not a dedicated advisor at all (most are Alumni from a local University -- wet behind the ears - scripted answers and jargon (most had been there 1-3 years - think they know-it-all)
iii) Lost money -- from day 1 -- am currently tapping out before they hike in exit charges.
Thoroughly awful experience --- the person whom tried to contact me and convince me to keep trust in the process was a guy whom had been there 15 years.
I lost a lot -- should have kept my eye on the ball.
Very poor experience.
29 januari 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Good morning Al,
Thank you for taking the time to share your feedback with us.
We’d like the opportunity to discuss with you directly as it appears there have been some misunderstandings, particularly with charges, so please do reach out to us via phone or email. We can then raise a formal complaint for you and investigate your concerns thoroughly.
For example, there are no exit fees to leave our service. We aim for a great relationship with all of our clients, but if anyone wishes to leave we place no barriers to doing so.
We appreciate your input on the communications received, it is valuable to know the kind of approach you would prefer. With regards to investment, we encourage anyone thinking about investing to look to the long term, as short-term volatility is always a possibility.
If you have additional concerns, please share them with our team. We value your trust and are dedicated to your satisfaction.
Team Reeves
Pension and investment review
Just had a meeting with James from Reeves. I found him to be very personable with a good first hand knowledge of my own outgoings, income and pension situation. He outlined my options clearly and was able to answer questions quite readily.
26 januari 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Hi Jim,
We're delighted to hear about your positive experience with our team at Reeves! Providing personalised and insightful financial guidance is at the core of our service, and we're thrilled that you found our adviser to be personable and well-versed in your financial situation. If you have any further questions or if there's anything specific you'd like to explore further, please don't hesitate to reach out. Thank you for choosing Reeves, and we look forward to continuing to assist you on your financial journey!
Team Reeves
I have recently sought pension advice…
I have recently sought pension advice from Carl Watson of Reeves. Throughout our various meetings Carl identified himself as highly professional and competent. He has a friendly yet thorough manner and his ability to explain often tricky concepts in a simply and easy to understand way was very much appreciated.
26 januari 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Hi Jerry,
Thank you for taking the time to share your experience with Reeves. If you need any more help or have further questions, please don't hesitate to reach out.
Team Reeves
Top notch sound advice
Friendly, clear, helpful and for someone like me advice that is much needed and indispensable. I recommend these guys thoroughly for their service, expertise and clarity.
25 januari 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Hi Richard,
It's wonderful to hear that you've received top-notch sound advice from the team! If there are specific instances or aspects of their service that stood out to you, feel free to share more details. Thank you for taking the time to express your positive experience!
Team Reeves
I have always had excellent service…
I have always had excellent service from Reeves. Everyone I have spoken with has been very helpful and friendly. Their advice has always been useful. I would recommend their services to anyone.
25 januari 2024
Review zonder uitnodiging
Antwoord van Reeves Group
Hi Christopher,
Thank you so much for sharing your positive experience with Reeves! It's fantastic to hear that you have consistently received excellent service from the team. If you need any further help please feel free to reach out.
Team Reeves
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