My Services

Finance Director on Demand

I work with companies not yet big enough to have their own financial director assisting with management information, taxation, strategic planning and wealth management. My goal is to give business owners peace of mind and greater financial security by being readily available to assist with making timely decisions based on their actual cash flow and business projections. I also talk in a language people can understand.

If you’d like to discuss your current position and financial management, I am happy to spend the time with you to see if and how I can help. To request a call, please go to the contact us page and I will be in touch.

I have a variety of financial packages available that provide flexibility so that even those without steady cash flow can benefit. I tend to work with clients who have a turnover between £500k - £10m with 5 to 50 staff, but also for smaller businesses who have a vision I’d like to support. Growing a business can be very lonely, especially if you rely solely on yourself for all the answers. When the business is new and the funds are tight it can seem like an expensive luxury to hire a financial director to manage and oversee financial decisions, though most people recognise the positive impact that having one would have on their business.

I believe that every business should have access to the knowledge and resources it needs to succeed.

We all know cash flow is the lifeblood of any business, and that small mistakes and/or a lack of knowledge could lead to eventual collapse and a dream unfulfilled. I think it’s something that plays on every business owners mind, distracting their focus and draining them unnecessarily of energy.


Many business owners never set out to run a business. You have been successful in doing and suddenly discover you’re running a business – someone else is now doing the doing and you need to improve your skill set to become a manager, a business person and an entrepreneur.

I can help you transition from worker to employer with all the rights and obligations that brings.

Corporate Finance

We provide corporate finance services to a range of clients, covering numerous different sectors. We can help you to secure important contracts for your business.

We can assist in areas such as:

  • Raising finance from investors
  • Securing loans
  • Accessing government grants
  • Mergers and acquisitions
  • Management buy-ins and buy-outs
  • Exit planning
  • Valuing your business
  • Due diligence for investors


Crowdfunding is becoming a popular source of finance for growing businesses and not-for-profit entities.

We have many colleagues in the sector and can introduce you to people who will walk you through the whole procedure from end to end.

How to raise monies is dependent on what proposition you bring, why you bring it and which route to market you will need to take.

Strategic Planning

Planning is integral to every successful business, but all too often, the pressure of the day to day means that strategy and planning isn’t given the time it needs. This leads to rushed decisions and missed opportunities.

I have a wealth of experience in advising the local business community and as a member of the ICAEW Business Advice Scheme, I would love to sit down with you, maybe far from your business premises, and help you visualise your strategy.

We have the time to take the longer view and we can help you to make more informed decisions and structured plans, helping you to succeed.

Succession Planning

An effective succession plan will enable the smooth transfer of your business in the event of it being sold. It will identify successors that can continue to run your business successfully and ensure that the control of the business is transferred according to your wishes, whilst providing ongoing security for both you and your family.

We can offer advice on investing in the right people, implementing your plans whilst minimising your tax liabilities and maximising your gain.

Taxation Tactics

In the face of constantly changing tax legislation, we can help to ensure that you are paying the right amount of tax, while also taking advantage of the tax schemes and allowances that are available to you and your business.

We offer peace of mind that you are complying with your tax liabilities, while freeing up time for you to devote to your business or personal pursuits.

Some of the areas where we can help you and your business include:

  • Determining the most tax effective structure for your business
  • Taking full advantage of tax opportunities and reliefs
  • Achieving the optimum capital or revenue tax treatment
  • Reducing tax on disposals and maximising relief on acquisitions
  • Making the most of tax opportunities specific to your industry

Efficient corporate tax planning can result in potentially significant improvements in your bottom line.

VAT Complex Areas

VAT is complex and as a result, business often over or underpay VAT as a result of this.

The widening parameters of this burdensome tax and frequent changes made by HM Revenue and Customs often require the assistance of a professional to ensure that businesses comply with the relevant regulations.

We can provide an efficient VAT service, which includes:

  • Assistance with VAT registration
  • Advice on VAT planning and administration
  • Use of the most appropriate scheme
  • Planning to minimise future problems with HM Revenue and Customs.

I have specialist knowledge of the following “difficult” areas:

  • VAT and properties
  • Partial exemption
  • Second hand goods
  • Buying and selling businesses
  • Charities

Contact Details

Tel: 01489 885555

Contact Us


The Outsourced Finance Director, 1 Silvertrees, Lady Bettys Drive, Whiteley, Hampshire PO15 6RJ

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