Financial & Strategic Planning


We love it when a plan comes together, and so do our clients! Financial & Strategic Planning is – or should be – at the heart of every successful business.

Without a plan, a business or organisation can be left floundering, unsure where it’s going (and therefore unsure when it gets there, wherever “there” is) and lacking in focus. When it comes to raising funds or approaching a bank for lending you will need a solid business plan.

Know where you are going with your financial & strategic planning

That’s where we can help, acting as a sounding board and critical friend to help you in your financial and strategic planning for your business or charity.

We will help you draft robust financial plans and forecasts and guide you through the process of developing your own high-level strategic plan.

One of our partners will then be on hand to mentor and guide you as required over the following months and years.

In many cases, we attend monthly or quarterly board meetings to hold the directors to account and help them fine-tune their plans as they move forward towards their goals.

If you’re feeling lost and need help putting a plan together, please get in touch. We’d love to help.

Ed Furse


01749 342255

Get in touch today

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