Introduction
Reeves is a highly regarded FT Top 100 financial planning and advice firm with a stellar reputation for putting clients and people first. Over the past few years, the business has experienced significant growth, expanding from a team of 30 people to over 100. This rapid expansion underscored the need to centralise and systemise their training and professional development efforts.
Since 2023, Reeves has partnered with Redmill Advance to support the business providing invaluable exam support and adviser CPD. What started as a way to organise learning has evolved into a scalable development ecosystem that now supports more than 115 employees.
“This partnership has truly enhanced our ability to offer excellent training and development opportunities for our team, ensuring that we continue to deliver a premium service to our clients.”
Michael Warmington – People Director
The Challenge
When Hayley joined Reeves as People and Training Manager, she inherited a business that was investing in training — but without central oversight or clarity.
Reeves was operating without:
- Central tracking of training and CPD completion
- Clear visibility of exam outcomes
- A structured way to understand skills gaps
- Accessible materials for learners that could be used to study outside the office
Additionally, Reeves employs people straight from university and provides access to accelerated training pathways up to QCA Level 4, such as the Regulated Diploma in Financial Planning. These graduate career routes intensified the demand for a robust solution that could support both company needs in respect to reporting for compliance and needs analysis whilst supporting delegate progression in a way that was structured and easy to engage with.
The business had grown fast and training was still managed in a way that wasn’t built for scale. Reeves needed something modern, intuitive and structured — a solution that would give learners clear direction and the People team instant insight.
Why Redmill Advance
Hayley evaluated the market and chose Redmill Advance not just because of the product, but because of the approach and support.
What mattered most:
- A user-friendly LMS with great UX
- A partner willing to support business needs and provide ongoing training internally, not just hand over access
- A platform that could be used to create bespoke learning in addition to hosted content
- Clear MI and reporting that helps identify needs, skills gaps, and support business planning
Hayley had to present her recommendation to the CEO with confidence — and Redmill Advance’s clarity, support and alignment with the firm’s culture made that easy.
“I needed something I could stand behind with confidence when presenting it to the CEO.”
The emphasis wasn’t on replacing one system with another. It was on finding an expert partner who could help Reeves mature how learning and exams were delivered and evidenced.
The Solution
Today, Redmill Advance underpins training and compliance at Reeves.
The platform supports:
- Regulatory Exam preparation and adviser CPD
- Graduate and early-career employees with structured programmes
- Skills tracking and gap analysis across technical and behavioural areas
Learning materials are available both in the office and at home, with 24/7 access which makes a real difference for new joiners, remote workers and apprentices. Reeves uses both Redmill Advance’s content and its own internal created modules, to build quizzes and bespoke training and testing where needed.
Critically, the system gives the People team and leadership immediate insight. Using MI and reporting:
- Skills gaps and learning needs are identified and addressed
- Quarterly reviews are informed by real data
- Exam outcomes are visible at individual and cohort level
Today, Reeves supports more than 110 employees using the Redmill Advance solution, with plans for continued growth.
The Impact
The impact has been clear and measurable.
From a learner perspective, training feels structured, relevant and accessible. The combination of on-demand materials, structured content and clear pathways means learners aren’t left guessing what to do next — they know how to progress.
From a business perspective, the People team now has:
- Full visibility of learning activity and outcomes
- Confidence in exam support and pass rates
- Ability to generate MI via deep reporting to inform future training decisions
At the time this case study was written over the previous year, Reeves saw:
- 19 learners successfully pass exams
- 8 graduates currently completing three exams each
- Ongoing engagement across CPD and development pathways
For Hayley, the real difference is actionable insights which leads to operational confidence.
“We can see where people are progressing and where they need support. That makes a huge difference.”
The “This Is Working” Moment
For Reeves, the defining moment came early in onboarding.
With Redmill Advance in place, every new employee could be set up through a consistent induction process, giving them immediate access to learning that actually starts to work for them from day one. That consistency reassured the People team that compliance needs and people development needs were being met cohesively.
Just as importantly, the system is easy to adapt. As the business shifts and grows, training can be updated quickly without friction — a must for a fast-paced advisory firm.
“The LMS is really adaptable,, which is essential in a fast-paced business like ours.”
The Result
Reeves now has a centralised, flexible and scalable training and development ecosystem that supports compliance needs, people development and business growth.
Training is:
- Structured yet flexible
- Visible yet personalised
- Accessible yet accountable
Managers and learners alike have clarity and confidence — and the People team has the data it needs to inform meaningful decisions.
As Reeves continues to grow, the Redmill Advance partnership ensures that learning not only keeps pace, but helps drive that growth with clarity and confidence.
“It’s given us control, clarity and confidence as we’ve grown.”
Hayley Cook, People and Training Manager, Reeves
