FAQ

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.

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.

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

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.

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.

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

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

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.

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

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.

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.

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

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