We are an entrepreneurial and innovative business consultancy providing a rare blend of strategic guidance and execution support, to two distinct audiences:

  1. Small and Medium sized Enterprises (SMEs) – we help the owners of SMEs from a variety of industry sectors to identify and manage risk and growth opportunities in their business, to drive operational, financial and proposition improvements, that ultimately build intrinsic value for future succession or tax-efficient business disposal.
  2. Financial institutions and professional services firms – we provide expert guidance and support on business strategy, proposition and distribution to specialised businesses operating in the UK wealth management and private client value chain.

Our clients vary in size and complexity from relatively small, owner-managed businesses to international organisations, but all seek our guidance because they want to take their business forwards and value independent, direct advice from hands-on professionals.

Action is the foundational key
to all success.
Pablo Picasso