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Corporate Financial Services

Reeves Financial can provide many services, from pension and medical and income protection schemes to life assurance and family protection, as well as employee benefit packages which, if effectively managed, can offer additional security for both employer and employee.

At Reeves Financial we appreciate that most business people are heavily involved in the day to day running of their businesses. This sometimes means that peripheral issues such as Company Pensions and Group Benefit schemes sometimes don’t get given the attention they require. For the business to spend time on these areas can be time-consuming, and is generally non-productive to the business. If such activity is delegated to specialists it releases energy which can be used far more effectively elsewhere.

There is, too, an additional benefit – if employees are made aware of and recognise the value of their benefit packages, their confidence in their future and, therefore, the future of the company is raised.

We can also arrange Keyperson cover to insure that the Company’s Key Personnel are covered in the event of their deaths or on diagnosis of a critical illness. It is essential that the Company takes expert advice to insure that the correct insurance policy is arranged for the company and that it has the desired effect.

Reeves Financial has a history of working closely with the High Street and Commercial Banks. With our banking connections we are in an excellent position to broker Commercial Loans for a Company. We can research the market and help negotiate on behalf of the company to arrange suitable finance.

Whatever your corporate requirements are please speak to Reeves Financial’s Advisers and they will be happy to assist.

Click to see more on > Corporate Financial Planning

Business Owners

Business owners that run successful operations have taken stock of the risks to their profitability and have been able to weather the tough times. Good financial planning means creating plans to offset these risks and using all the tax-breaks available.

Protecting a business could prevent severe losses. Too often, due to day-to-day pressures, the potential effects on a business of diagnosis of a critical illness or incapacity – or even premature death – don’t get given the attention they require.

Without effective retirement planning when the time comes to retire an owner-manager has the problem of selling the business for what they think it is worth and then being able to sustain a lifestyle that their hard work has brought them.

Senior Executives

Senior executives will often have complex requirements that require individual attention. High level financial planning may need to include areas such as inheritance tax planning and the use of trusts. With the increasing complexity of the pension rules bespoke retirement planning is needed.

We are experienced and well-qualified and will work specifically with senior employees.

Key workers

An employer’s risks to the public and employees are covered by compulsory insurance; however, key personnel are a valuable asset. In the unfortunate event of illness, incapacity or death of these individuals, what might happen to your business? These personnel can be covered and tax-relief is available for special circumstances.

Insurance will give your organisation vital breathing space whilst you get your business back on an even keel.

Commercial Mortgages

We are ideally placed to source for you attractive commercial mortgages. (Some forms of Commercial Lending, Trusts and Taxation advice are not regulated by the Financial Conduct Authority.)

With an ever changing taxation system and underlying investment conditions it is essential that business owners take expert advice to ensure that correctly focussed plans are put in place.


Find out about our corporate services

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Adam Reeves

Author: Adam Reeves

Independent Financial Planner, Wealth Manager, Director

Last updated on

Read our reviews

Vouched For

Unfortunately I had to claim on my critical illness insurance due to my wife being ill and because of the sound advice Adam gave in acquiring this insurance we ended up being financially safe through a tough time.

Steve - Kent

Adam did a review of our financial situation, confirmed that Flexible Drawdown best suited our needs as a family, and then did all the research into the best product for us. He will continue to monitor it for me. He acted extremely promptly because we had a deadline for requiring the lump sum; went out of his way arranging meetings during non-office hours, was professional yet friendly and explained a difficult subject very well.

Clare – East Sussex

Adam did a thorough review of my pension policies, clearly explained how well they had performed, how flexible they were, how the market regulation has changed, and, crucially, what the tax implications would be if I were to leave them untouched. He accurately assessed my attitude to risk and recommended an up-to-date solution that will offer me the greatest flexibility at retirement.

Greg – East Sussex

Adam was quick to assess & understand my situation, and was able to discuss & communicate in a very concise and simple way the various options available to me, taking time for me to understand and clarify where necessary. My understanding & knowledge of taxation & pensions has increased significantly allowing me to feel much happier making financial decisions for the future.

Rob – West Sussex

Adam and his team undertook in-depth research into our existing QROPS schemes and clearly set out both pros and cons of transferring the funds back to the UK. Having decided to go ahead with the transfer, Adam and his team worked extremely hard to facilitate the transfer. The QROPS pension trustees were not always the most professional or responsive organisation – however we were very grateful for the perseverance and commitment that Adam showed us as clients.

Jonathan – East Sussex

Adam offered a range of financial products , the one he suggested was affordable and proved to be a good choice.  Returns on investments have exceeded my expectations, based on Adam’s advice and guidance. Profits have enabled house improvements to take place.

David - Surrey

Adam arranged an appointment very timely, he explained his role and qualifications as an IFA giving me reassurance , we went through my retirement and investment goals. Adam discussed my options explaining in great detail, I felt relaxed during our discussions allowing me to fully understand my choices. I feel very confident in the financial advice allowing me to enjoy my retirement.

I was very happy with Adam’s recommendations and explanations of financial products which would suit my retirement goals, I feel this has helped me review and reduce my financial risk as I reach retirement, leaving me feeling confident that I can enjoy my retirement plans.

Ron – West Sussex

After initial meeting Adam put together a very detailed and thorough written plan. At our second meeting he went through the whole booklet and explained everything in layman’s terms which made it a lot easier to understand.

I am very happy with everything that was suggested and put in place especially with something as big and important as pensions. Adam and his team have taken a huge weight off my shoulders and I would highly recommend their services to anyone needing help with their financial planning and pension.  Adam couldn’t have been more helpful, and even came outside his normal area to meet me on a number of occasions.

Richard - Kent
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