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The next level

We thrive on looking at things with fresh independent eyes. It often takes an independent advisor to really make things happen in business.

Our advisors will ensure you understand the numbers and work with you to improve your business performance and give the leadership team accountability for reaching targets.

We have a team of experts who work with you to ensure that when they work on your business it is productive and goal focused.


Financial awareness coaching

Do you know what makes your business tick?

After producing your unique financial reports we will meet with you to discuss progress.

We will work with you every two months to discuss your financial results helping you to produce and interpret your own unique financial reports on a monthly basis.

All businesses experience ups and downs and with financial planning, smart businesses continue to grow and get where they want to be.


Quarterly coaching

Do you feel alone in your Business?

Are you spending little time working on your business and trapped in the daily grind?
Quarterly coaching provides you with the support to achieve the results you want from your life and business. Meaning less grind and more time working on your business.
What you get:

  • Increased profitability and cash flow
  • Customised reporting templates to measure actual performance against forecasts
  • Access to an expert sounding board to help you work towards your goals

Trust review

Family trusts are coming under considerable scrutiny as a result of the Law Commission review, resulting in a massive wakeup call for trustees. 

Our trust review examines your trust set up, identifies any administration gaps, and ensures your trust complies with legislation and that trustees are meeting their obligations. 

We can help you understand this complicated topic and help you develop an effective Memorandum of Wishes. 

Most importantly, this service provides structure to ensure your trust is meeting its objectives.

Bruce has a particular interest in trust advisory work. His aim is to create happy families by identifying any vulnerabilities in a trust and rectifying the potential problem.


Life organiser

No one likes to think about the worst and often it is put to the back of your mind. Our life organiser programme is designed to provide peace of mind that your affairs are in order and to minimise stress for your loved ones in the event of disability or death. 

It is a structured central register for you to complete, covering a range of personal, financial, property, insurance and business details that need to be documented and stored securely.

You can simply purchase the life organiser and complete it yourself or have a review meeting where we’ll manage the process and advise you of any actions we think would benefit you and your estate. 


Performance measurement coaching

We can show you as a business owner how to understand the key drivers in their business.  The better you understand your business, the easier it is to increase your bottom line.

First up we help you work out what your key drivers are.  These are not always about money and are often focused on customer satisfaction results.

As part of the team we will teach you how to measure each Key performance Indicator (KPI) and set improvement targets.  Once you’re confident measuring each KPI we provide monthly coaching to help you implement your plan.

Investing a little time each week and making simple changes can dramatically improve your KPIs which positively impact your business performance and personal life.


Core values development

Core values are the essence of a company’s identity; they support the vision and shape the culture of an organisation. 

We can help identify and illustrate the core values for your business – providing a great foundation and guide for the way your team interacts with clients and each other.

There is more homework for this and the pre-work to get you thinking about your values and vision for the business so that everyone is prepared to get the maximum benefit from the three to four-hour facilitated session. 

We will guide you through the process to create up to five core values with definitions which will underpin the expectations of behaviour within your business.

Core values will make leading and managing a team and client expectations a lot easier.  When you have honest and meaningful values your team understands and appreciate you’re more likely to achieve your business goals. 

As Peter Drucker once said – ‘Culture eats strategy for breakfast.’