Financial planning

Our advisers will help you make the most suitable choices from the full spectrum of financial planning products and services in the market. Our Corporate Finance advisers will assist you with some or all of the following:


  • Private equity
  • Management Buy-Outs
  • Preparation of the Business Model
  • Financial modelling and business valuation
  • Recommend who to approach:
    • Banks
    • Specialised lenders
    • Investors
    • Private investors
    • Financial and institutional investors
  • Negotiating terms
  • Due Diligence and documentation
  • Investor or lender relationship management


At your request, and where necessary, we are also able to:


  • review your finances regularly with you
  • provide valuations automatically at agreed review points and upon request
  • send you regular communications on financial planning opportunities.