Consultancy your way
You can engage us either on a project basis with a one-off fee or on a monthly retainership. For newer businesses a retainership can provide much needed flexibility when your requirements can change from day to day.
Consultancy you can afford
Access to expertise is often restricted because of the cost. Our monthly plans offer very cost-effective access to a wide range of services. We are not interested in charging you an extortionate fee on a one-off basis only for you to be unable to engage us further for any other consultancy requirements you may have. We have a vested interest in developing a long-term relationship with your business.
Consultancy at your convenience
Our retainership-based service give you access to our expertise on a continuous basis. We are always available to be contacted via the internet. By not typically offering a phone service or regular meetings in person, this permits us to free ourselves up to respond to queries much faster. The great majority of consultancy work involves behind-the-scenes research and reporting which we have more time to do when we are not tied down to one client at any given time.
Some of our areas of expertise we can advise you on
How best to organise your business from top to bottom ensuring smooth operations and minimal issues in the future.
Tax efficiency and minimisation for both your business and any owners or beneficiaries.
How best to finance your business whether it be through borrowing (including P2P lending) and selling equity.
Placement, pricing and promotion of your product can make the difference between success and failure. We can help with differentiating yourself in a competitive marketplace.
Preparing your business for sale or your impending retirement to achieve the highest possible sale price.
Considering options for growth and expansion and ensuring costly mistakes are not made.
Placing yourself in good standing against your competitors and changing market conditions.
In an era of fast-moving technology, ensure your business is at the forefront both operationally and in marketing to prospective customers.
Outsource these critical elements to us to ensure your business keeps up in the modern times and you can focus on revenue generation
What you can expect when dealing with us
We will understand your needs first and offer you an appropriate package for our services. One size does not fit all so we will not expect you to work our way, rather we will work your way.
There is no barrier to entry here, even for smaller businesses or start ups. We can certainly help you and if it is just advice you are after, it will be forthcoming for a reasonable price.
In 2025 you can expect to communicate through a wider range of methods. We keep face to face meetings to a minimum and can communicate via Whatsapp, Slack, Messenger and of course traditional mediums.
We have real experience of the ups and downs of setting up and managing businesses. We can empathise with difficulties and challenges you may be facing and offer practical advice and assistance.
Our principal consultant holds a degree from the University of Cambridge, a host of additional professional qualifications in financial services, and is a serial entrepreneur himself.
For decades, the "correct" method was fixed. This has all now been disrupted by technology and rather than fighting it, you can count on us to embrace it fully to ensure your business is not left behind.