The premier source of transactional advice in the south east
Banner 1

Reeves Latest News

no imageno image

Reeves Financial Planning given a 5 star score

KCFA member Reeves, one of the South East’s leading accountancy and business advisory firms are pleased to announce that Reeves Financial Planning have been given a 5 star score from a recent mystery shopper telephone call to Paul Howson, Chartered Financial Planner.

The aim was to find out whether advisers are acting professionally and giving good advice when it comes to the all-important initial telephone contact between client and adviser.

The criteria that the shopper was judging on was the speed of response, telephone manner, relevant qualifications, payment method, guidance given, knowledge and email/web presence. Only the Reeves adviser had achieved Chartered status and two of the representatives from competing firms did not have any relevant qualifications at all.

The overall verdict was that Reeves financial advisers were the best compared to the other companies they rang. "The shopper found the adviser to be very professional and helpful".

The mystery shopper from the magazine Financial Adviser selected 3 local IFAs plus an insurance company call centre and sought advice related to pensions. Various aspects of the call are then rated to a total of 35, with Reeves scoring 31, and came out on top.

Paul Howson says, “I was delighted to be recognised for my customer service. At Reeves we strive to provide clients with a first class, efficient, caring and continuing professional service.”