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Ultimate Solutions Consultancy

Services, in order of arrival

Five disciplines, one standard: numbers you can act on, explained in plain language, and followed through until the result shows up in the ledger.

01

Financial Consultancy

Independent advice for owners and leadership teams facing a decision with money attached: a new venture, an expansion, a financing round, a restructuring, or simply a year that needs a plan. I work through the capital structure, cash flow, funding options and risks, then set out the choices and their consequences clearly enough that the decision becomes obvious.

02

Financial Management

Ongoing stewardship of a business's finances, from budgeting and forecasting to monthly reporting, cost control and cash management. The aim is a finance function that runs quietly in the background: accurate books, early warning on variances, and a leadership team that always knows where the money is and where it is going.

03

Stock Portfolio Management

Research-driven management of equity portfolios built around your objectives, horizon and appetite for risk. Positions are selected on fundamentals, sized with discipline, and reviewed on a fixed cadence rather than on headlines. Rebalancing, risk limits and plain reporting keep the portfolio aligned with the plan through every kind of market.

04

Business KPI Valuation

Choosing the handful of measures that actually move the value of a business, then putting a number on what each one is worth. I link operating metrics such as margin, retention, utilisation and working capital to enterprise value, benchmark them against peers, and turn the result into dashboards that tell management which lever to pull first.

05

Business Analysis

A structured look at how a business really works: its processes, costs, markets and the assumptions underneath its plans. Through interviews, data analysis, financial modelling and scenario testing, I separate what is known from what is hoped, document the gaps, and deliver recommendations that are specific, prioritised and ready to implement.

Achievements

Measured in results

Adjectives are rationed here. The record speaks in numbers.

80%
Portfolio median growth
Stock portfolio management, across managed client portfolios

Start with a conversation.

Tell me what you are deciding, managing or measuring, and where it is stuck.

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