Team
A small practice, on purpose
Four advisers, no analysts and no subcontracting.
How the practice came about
The practice was founded by two advisers who had spent a decade writing reports that were never read. The work is organised around the opposite habit: a short written recommendation, delivered in person, with the reasoning attached for anyone who wants it.
The partners
The practice today
In figures
- 12 yearsof continuous practice
- 4 advisersand no subcontracting
- 70 per centof work from returning clients
People
Who you will work with
First name
Partner, financial planning
Budgets, forecasting and monthly reporting for owner-managed companies.
Second name
Partner, operations
Process reviews and the difficult conversations that follow them.
Third name
Adviser, compliance
Obligation mapping, risk registers and audit preparation.
Fourth name
Adviser, transactions
Diligence support and post-signature integration.
Clients
What clients report
The same person who came to the first meeting presented the final recommendation.
OwnerLogistics client We were told which of our questions were not worth answering. That saved a quarter.
Finance directorRetail client The fee was agreed before the work and did not move.
ChairFamily company
Meet the person who would take your file
The first conversation is with the adviser who would do the work.