UK INVESTMENT ADVICE

Smart Capital, Stronger Growth

We help owners and private clients plan investment moves, raise capital, and test cash flow before key decisions. Clear advice, direct calls, and clean next steps.

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Metric 01

15+ yrs

Years in finance

Metric 02

£250m+

Capital guided

Metric 03

4.8/5

Client rating

HOW IT WORKS

Four Clear Steps

Plans for investors and owners who need clear targets, risk checks, and timing.

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2-week review

Investment Planning

From £2,500

Plans for investors and owners who need clear targets, risk checks, and timing.

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4-week sprint

Capital Raising

From £7,500

Translucent allocation blocks settle beside a brass weight and ribbon in a travertine strategy room.

Quarterly plan

Portfolio Strategy

From £3,500

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0110-day turnaround

Cash-Flow Analysis

From £2,000

Shows payment peaks, gaps, and cover needs before they hit cash.

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02Deal-room ready

M&A Support

From £9,500

Helps buyers and sellers check terms, files, and deal risks.

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03Private call

Wealth Guidance

From £4,000

Guides family wealth, income needs, and holding choices.

SERVICES

Core Finance Services

Tell us your goals, timeline, and key numbers. We check fit and next steps.

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01

Book a Call

Tell us your goals, timeline, and key numbers. We check fit and next steps.

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02

Scope the Work

You get a clear scope, fee, and list of files we need before we start.

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03

Run the Analysis

We review cash flow, funding, portfolio moves, and any deal or wealth issues.

Leather folio, brass seal, and aligned archive boxes on a stone shelf
04

Agree the Plan

We walk through the findings and set the actions for you and your team.

CASE STUDIES

Recent Client Wins

One planning call each month Cash-flow model review Capital needs summary Investment note Email support, 5 days

Billed monthlyBilled monthly

Starter

From £3,000/mo

  • One planning call each month
  • Cash-flow model review
  • Capital needs summary
  • Investment note
  • Email support, 5 days
Most popular12-month retainer

Signature

From £7,500/mo

  • Everything in Starter
  • Two strategy calls a month
  • Capital raise pack
  • Due diligence checklist
  • Investor list review
  • Quarterly board update
Board-level scopeBoard-level scope

Scale

Custom

  • Weekly planning calls
  • Full raise process lead
  • M&A target review
  • Portfolio stress tests
  • Debt and equity options
  • Direct partner access

CLIENT FEEDBACK

What Clients Say

We shaped the funding case and lender pack in six weeks.

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Manufacturing

Family Firm Funds a £4m Buyout

We shaped the funding case and lender pack in six weeks.

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SaaS

Seed Round Closed With Clean Terms

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Property

Cash Flow Calmed For A Property Group

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Private Wealth

Private Client Rebalanced Holdings

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Retail

Retail Sale Review Cut Delays

Macro still life of a leather briefcase corner, brass key and portfolio clip on walnut.

Capital raising and board advice

Daniel Hargreaves

Dark wood abacus, slate token and acrylic block on stone in dramatic finance still life.

Portfolio models and cash flow

Priya Malhotra

Velvet tray with silver key, pearl stone and calfskin notebook in soft directional light.

Wealth plans and family holdings

Eleanor Frost

Archive boxes, brass clips and portfolio cards on terracotta linen in soft daylight.

Due diligence and sale support

Marcus Bell

Proof

Customer notes

Verified

Rox Capital gave us a clear funding plan and kept the process moving.

Macro still life of a leather briefcase corner, brass key and portfolio clip on walnut.

James Whitaker

Founder, Whitaker Build Group

Verified

They found weak spots in our cash flow before the bank call.

Dark wood abacus, slate token and acrylic block on stone in dramatic finance still life.

Priya Desai

Finance Director, Northfield Labs

Verified

The sale review saved time and cut back and forth on terms.

Velvet tray with silver key, pearl stone and calfskin notebook in soft directional light.

Oliver Finch

Owner, Finch Retail Ltd

Service area

London

Westminster, City of London, Canary Wharf, Kensington, Chelsea

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Area 01

London

Westminster, City of London, Canary Wharf, Kensington, Chelsea

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Area 02

South East England

Brighton, Guildford, Reading, Surrey, Kent, Oxford

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Area 03

Midlands

Birmingham, Coventry, Solihull, Leicester, Nottingham

Liverpool skyline above the Mersey at rainy evening, calm water below for copy space

Area 04

North West

Manchester, Liverpool, Cheshire, Wilmslow, Stockport

The Map

Questions

Common Questions

Quick answers before visitors choose a product, service, or next step.

01Who do you work with?+

We work with business owners, investors, and high-net-worth clients who need clear support on capital, deals, and wealth plans.

02Do you help raise capital?+

Yes. We shape the raise plan, prep the pack, review terms, and guide talks with lenders or investors.

03Can you review cash flow?+

Yes. We build and check cash-flow views so you can spot pressure early and plan the next move.

04Do you support M&A deals?+

Yes. We help with due diligence, deal checks, and sale or buy-side support from start to close.

05How are fees set?+

Fees depend on scope, size, and time. We offer fixed-scope work and monthly retainers for ongoing advice.

06Can you work across the UK?+

Yes. Most work is remote, with meetings in London and visits across the South East, Midlands, and North West.

Monthly Market Notes

Get short notes on funding, deals, portfolio planning, and cash flow, written for owners and private clients.