Our Services

Practical financial solutions tailored to your circumstances

Business Financial Services

Supporting companies at every stage with planning, analysis, and strategic guidance.

Financial Health Assessment

£1,200 one-time

A comprehensive review of your current financial position, identifying strengths, vulnerabilities, and opportunities for improvement.

  • Balance sheet analysis
  • Cash flow evaluation
  • Key ratio benchmarking
  • Written report with recommendations

Budget Development

£2,400 per project

Creation of detailed annual budgets that serve as practical management tools, not just compliance documents.

  • Revenue forecasting workshops
  • Cost centre analysis
  • Monthly tracking templates
  • Variance analysis framework

Cash Flow Management

£800 monthly

Ongoing monitoring and optimisation of cash position to ensure operational stability and identify surplus deployment opportunities.

  • Weekly cash position reports
  • 13-week rolling forecasts
  • Working capital analysis
  • Surplus investment guidance

Strategic Planning Services

Forward-looking support for growth, expansion, and significant business transitions.

Growth Strategy Planning

£4,500 per engagement

Developing financial frameworks to support expansion while managing the risks that come with rapid growth.

  • Market opportunity assessment
  • Capital requirements modelling
  • Scenario planning
  • Implementation roadmap

Exit Planning

£6,000 per engagement

Preparing business owners for successful exits, whether through sale, succession, or transition to new leadership.

  • Business valuation support
  • Value enhancement planning
  • Tax efficiency strategies
  • Transition timeline development

Funding Preparation

£3,200 per project

Preparing documentation and financial models for bank lending, investor presentations, or grant applications.

  • Financial model construction
  • Information memorandum drafting
  • Pitch deck financial content
  • Due diligence preparation

Personal Financial Services

Tailored guidance for individuals managing wealth and planning for the future.

Wealth Review

£950 one-time

A thorough examination of your current financial position across all assets, liabilities, and income sources.

  • Net worth calculation
  • Asset allocation review
  • Risk exposure assessment
  • Opportunity identification

Retirement Planning

£1,800 per engagement

Projecting future needs and creating strategies to ensure financial security throughout retirement.

  • Income requirement analysis
  • Pension review and optimisation
  • Drawdown strategy development
  • Inflation scenario modelling

Ongoing Advisory

£450 monthly

Regular check-ins and guidance to ensure your financial plan remains aligned with changing circumstances.

  • Quarterly review meetings
  • Ad-hoc consultation access
  • Performance tracking
  • Annual plan updates

Service Comparison

Understanding what each engagement level includes.

Feature
One-Time
Monthly
Annual
Initial Assessment
Written Recommendations
Regular Check-ins
Implementation Support
Ad-hoc Consultations
Priority Response

Our Process

How engagements typically unfold, regardless of service type.

1

Discovery Conversation

We begin with an open discussion about your situation, goals, and concerns. This is about listening, not selling. By the end, we both understand whether a formal engagement makes sense.

2

Scope Agreement

If we proceed, we define exactly what the engagement will cover, what deliverables you will receive, and what the investment will be. No surprises later.

3

Information Gathering

We request the documents and data needed for analysis. Our team reviews everything thoroughly, preparing questions and identifying areas requiring clarification.

4

Analysis and Recommendations

The substantive work happens here. We examine your situation from multiple angles, test assumptions, and develop options. Draft recommendations are shared for discussion before finalising.

5

Delivery and Discussion

You receive a comprehensive written report along with a detailed walkthrough. We ensure you understand not just what we recommend, but why, and what trade-offs exist.

Service Questions

Common queries about how we work and what to expect.

Our initial conversation is designed to answer exactly that question. We will ask about your current situation, what is prompting you to seek help now, and what outcomes matter most. Based on that, we will recommend an appropriate starting point — which might be a single assessment or an ongoing relationship, depending on your needs.
The prices shown are typical for standard engagements. More complex situations — multiple entities, international considerations, unusual structures — may require additional work and correspondingly higher fees. We always agree pricing before beginning work, and you will never receive an unexpected invoice.
We are happy to scope narrowly focused projects. If you need help modelling a specific business case, reviewing a particular contract's financial implications, or addressing a one-off challenge, we can create a custom engagement rather than fitting you into a standard package.
Absolutely. We often collaborate with clients' existing professional advisors, contributing financial planning expertise that complements accounting, legal, and tax services. Good advisory relationships work best when specialists communicate openly rather than operating in isolation.
Yes. Many clients begin with a one-time assessment and later move to ongoing advisory when they see the value. Others reduce their engagement level once they feel confident managing independently. We adjust to match your evolving needs rather than locking you into inflexible contracts.

Ready to Explore Your Options?

Reach out for a conversation about which services might address your particular situation.

Contact Us