Virtual Financial Advisor


Working alongside your business to ensure you are heading in the right direction. We offer a virtual financial director service to help guide you through each step of your business. 

Here's what we can do for you:

Financial Director

Finance Directors are expensive, and typically found within management teams when businesses turning over £10 million or more. Yet smaller businesses can benefit form using an FD part time. But there are few people about able to provide this service.

We have a BoardView service which enable you to buy just half a day a month of FD services, maybe to attend or run a management or board meeting. You may need more time, and a full day is popular once a month; further time can be added to meet your needs. We can also be flexible adding extra days at short notice when the need arises, to assist with or carry out one off projects.

Coaching

The most successful businesses usually have a coach or mentor working with the owner and/or leader or leadership team.

Why? Because they provide a sounding board to discuss issues as they arise, and because they help businesses to keep focussed on the important issues, goals and objectives. Coaching is best used when many of the other financial aspects of running a business are in place, or where the first job is to get those elements in place.

We are able to provide this support as part of our work, and where helpful we extend this into making things happen with our pro-active hands on approach, and will even deliver the project for you if required.

Organisations, systems & processes

As businesses grow they hit growing pains. What appears to work suddenly seems to stop working, and growth becomes hard to achieve, or even goes backwards. Fire fighting may result, as issues keep rearing their heads.

Systemising the business becomes a must, so that people follow the process you want them to follow. This prevents mistakes being made and allows your culture and values to continue.

We work with many businesses helping them to prepare for the next growth pain, to help them put in place the necessary steps to make that growth as painless as possible.

Wealth Management
Wealth Management
Wealth Management

Take a look at our packages here. Each package can be tailored to your business, just give us a call on 023 8000 1313 and let us know what you require and we will do our best to created a package that is best suited to you and your business.

Want to talk? Book a chat now!

Get in touch to see how we can help

Contact Us