Question 1

Do you provide regulated investment or mortgage advice?

Accepted Answer

No. We are an independent advisory firm. Where regulated advice is needed (for example, on specific investments or mortgages), we introduce and collaborate with appropriately FCA authorised professionals.

Question 2

How do you charge?

Accepted Answer

We offer fixed fees for clearly defined packages, retainers for complex or open ended mandates, and success based components where appropriate. All fees are agreed in advance and documented in an engagement letter.

Question 3

Will we work directly with senior advisors?

Accepted Answer

Yes. We take on a limited number of mandates so that senior attention is present at every material step.

Question 4

How do you protect confidentiality?

Accepted Answer

We maintain strict information barriers, operate on a need to know basis, and use secure document management. Confidentiality and non disclosure obligations are standard in our engagements.

Question 5

What happens in an initial consultation?

Accepted Answer

We discuss objectives, constraints, timelines, and stakeholders. We will not ask for sensitive data at this stage. If there’s a fit, we propose a scope and fee. If not, we will say so candidly and, where helpful, signpost alternatives.

Question 6

Do you work with international clients?

Accepted Answer

Yes. We regularly coordinate cross border work and can engage local counsel or advisors where jurisdictional expertise is required.

Question 7

What if our needs change mid engagement?

Accepted Answer

We expect priorities to evolve. We maintain a live workplan and adjust scope by written agreement so outcomes and fees remain aligned.

Question 8

How do you avoid conflicts of interest?

Accepted Answer

We accept a small number of clients per sector and run a conflict check before engagement. If a conflict arises, we disclose it promptly and agree a resolution, including stepping back if appropriate.

Question 9

Can you work alongside our existing accountants, lawyers, and bankers?

Accepted Answer

Absolutely. We complement specialist advisors and frequently coordinate multi advisor programmes to reduce duplication and improve outcomes.

Question 10

What is your typical timeline?

Accepted Answer

Discovery is usually 1 to 2 weeks, design 2 to 4 weeks, delivery 4 to 12 weeks depending on complexity. Capital processes vary by market conditions and counterparties.

Question 11

Do you take board seats or act as interim CFO?

Accepted Answer

We occasionally accept time limited governance roles where it accelerates outcomes, but we are not a staffing firm. Any such role is scoped carefully to avoid conflicts and ensure independence.

Question 12

Where are meetings held?

Accepted Answer

In person at client premises or our London address, or virtually via secure video. We travel where necessary.

Question 13

What documentation will we receive?

Accepted Answer

Clients receive models, policy documents, dashboards, and process artefacts in editable formats, plus a wrap up pack with key decisions and next steps.

FAQ

Frequently asked questions