HOW I WORK
Calm, structured, and grounded in real experience.
A genuine conversation, then a practical plan. Every situation is different. What doesn’t change is how I approach it — with curiosity, honesty, and the analytical rigour of someone who has actually run a business at scale.
Before I recommend anything, I listen.
I work primarily face to face across Warwickshire, Worcestershire and the wider Midlands, with UK-wide support available where hybrid or remote sessions make sense.
WHAT I BRING
Most advisors help you think through a decision. Most analysts show you the numbers. Very few do both — and fewer still know what it feels like to be the one making the call.
That’s the gap I work in.
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I ask the questions others might avoid — about family dynamics, relationships, decisions that have been put off.
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I work through the numbers with you, not just around them.
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I tell you what I see, not what you want to hear.
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Face-to-face across the Midlands. Complete confidentiality. Always.
Project Work
For a specific decision or transition — a succession, a sale, a significant investment, a leadership change — I work through three clear phases.
01
Discovery
We listen before we analyse. Understanding your situation, the people involved, and what the decision really is.
02
Information Gathering
The analytical work. Financials, operational reality, stakeholder positions. We build the full picture before drawing conclusions.
03
Options
A clear view of the choices available, what each means in practice, and a recommended path forward.
Fixed fee, agreed at the outset. No surprises.
Ongoing Advisory
Some clients need a thinking partner alongside them as their business evolves — not a defined project, but a regular, trusted relationship.
Two hours of scheduled monthly contact. A space to think clearly, sense-check decisions, and lead with more confidence.
“The most valuable thing is often just having someone alongside you who asks the right questions.”
NEXT STEPS
How to begin
Everything starts with a free 30-minute conversation — no commitment, no sales process. If there’s a fit, the next step is a structured Discovery Session where the real work begins.
Fees are agreed transparently before anything starts.
FREE
Initial Conversation
30 minutes. No preparation. A genuine conversation to explore whether I’m the right person to help.
No commitment. No output.
PAID
Discovery Session
2–3 hours. Structured and deep. You leave with real clarity — credited in full against your project fee if we proceed.
Where the work begins.
PROJECT
Project Engagement
A defined piece of work. Three phases. Fixed fee agreed at the outset. Clear deliverable at the end.
Weeks to a few months.
ONGOING
Advisory Retainer
Two hours of scheduled monthly contact. A trusted thinking partner as your business evolves.
Minimum three months.
My work is structured around your specific situation. Before we discuss investment, I want to understand what you’re navigating.
The Discovery Session fee is credited in full against your project investment if we proceed.