ReevesIFA
My blogs
| Industry | Business Services |
|---|---|
| Occupation | Independent Financial Advisers |
| Location | Jesmond, Newcastle Upon Tyne, United Kingdom |
| Introduction | In financial services for the last 20 years, I have dealt with all different kinds of clients. In early 2009, we restructured our business to provide our clients with a more focused investment service. We introduced a specialist service called "the portfolio management service" to help old and new clients' alike, achieve their investment goals. Over the last 18 months we have helped a number of clients consolidate their investments (be that pensions, ISA's or Bonds) in to one easily manageable portfolio. |