Here are some specialist professionals in different sectors that can help your business:
We work with expert portfolio Chief Financial Officers (CFO) that can give you a more strategic service than those offered by our in house accountants. These virtual finance directors offer flexible arrangements and tailor their services up and down depending on your needs. They allow you to have a top tier finance director without the cost of employing a full-time person.
Hazel is a Portfolio CFO specialising in data, analytics, finance process transformation and systems optimization. She also does financial modelling for funding rounds, business monitoring, dashboards and cashflow forecasting. Hazel is also experienced in corporate governance, business analysis and process improvement. Hazel currently works from the Bath and Bristol area but makes regular trips to London.find out more
Ian is a portfolio CFO with in-depth finance and commercial expertise. He has a track record of adding significant value and driving profitable growth across both SME and NFP sectors. Ian works closely and collaboratively with senior teams to give them a clear focus towards financial strategy and commercial management. He is currently based in London and the home counties.
We also work with more general business professionals that can support you to reach your reach your goals. They will give you valuable, personalised, and custom advice that meets your individual needs within your niche. You can reach out to them if you are looking for a trainer who can be your source of information while mentoring your decisions and capabilities to success:
Amardeep is an accredited associate executive coach (AoEC), business strategist and board Advisor. He offers business consulting and strategic planning services to clients across all sectors - helping them to position and prepare for change and growth. He also gives executive coaching services to entrepreneurs, family-business owners, and senior executives - helping them to achieve higher performance to fulfil their potential.find out more
In an environment increase stress and pressure, we also work with workplace well-being consultants to help anyone from company founders, directors to factory staff. Our advisers work with people on their needs with a focus on living a health working life:
TJ Power is a Psychological Wellbeing Consultant who runs a mental health company that provides organisations with an opportunity to prioritise mental health. He is also the Director of Mental Health and Wellbeing at Whitecalm. He works to empower individuals with a new, innovative perspective of how to navigate challenging emotional experiences, how to communicate with themselves, and how to psychologically manage the speed of technological change in the world.find out more
Here is an array of individuals that can provide FCA regulated financial services to you or your company. They work in banks, investment houses, lenders, finance companies, real estate brokers, and insurance companies.
James is a London-based holistic wealth management expert that can help you plan, grow, and protect your wealth whilst providing the right financial solutions to you. He is an adviser at Tiffanys Wealth Management and senior associate partner of St. James's Place Wealth Management.find out more
Nigel is a financial adviser with over 25 years of experience in the pension industry. Unlike many advisers, he has a significant presence in the corporate benefits industry, as well as private client financial planning space. He has been a director at Clear Wealth Management Limited for over thirteen years space and operates out of Pontefract, Yorkshirefind out more
Matthew is a regulated insurance adviser that can improve your businesses insurance coverage while reducing costs. He designs bespoke and competitively priced insurance solutions that covers most relevant exposures to businesses. He is currently the managing director of A.M.P Insurance Brokers Ltd in Havant, Hampshire.find out more
Marc is a London-based financial adviser with expertise in executing trades in the market on behalf of his clients.
He is highly knowledgeable in constructing personalised financial plans that help to achieve financial goals in investments, savings, budget, insurance, and tax strategies.
Stuart is a CTA certified employment tax director with over 20 years’ experience in employment taxes. He is currently the head of the Employer Support Group in London. He works with a range of clients including banks, hedge funds, shipping, and multinationals. Additionally, Stuart has a background in personal tax- dealing with tax compliance issues and global mobility issues for expats.find out more