Metric 01
15+ yrs
Years in finance
UK INVESTMENT ADVICE
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.

Metric 01
Years in finance
Metric 02
Capital guided
Metric 03
Client rating
HOW IT WORKS
Plans for investors and owners who need clear targets, risk checks, and timing.

2-week review
From £2,500
Plans for investors and owners who need clear targets, risk checks, and timing.

4-week sprint
From £7,500

Quarterly plan
From £3,500

From £2,000
Shows payment peaks, gaps, and cover needs before they hit cash.

From £9,500
Helps buyers and sellers check terms, files, and deal risks.

From £4,000
Guides family wealth, income needs, and holding choices.
SERVICES
Tell us your goals, timeline, and key numbers. We check fit and next steps.




CASE STUDIES
One planning call each month Cash-flow model review Capital needs summary Investment note Email support, 5 days
From £3,000/mo
From £7,500/mo
Custom
CLIENT FEEDBACK
We shaped the funding case and lender pack in six weeks.

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

SaaS

Property

Private Wealth

Retail

Capital raising and board advice

Portfolio models and cash flow

Wealth plans and family holdings

Due diligence and sale support
Proof
“Rox Capital gave us a clear funding plan and kept the process moving.”

James Whitaker
Founder, Whitaker Build Group
“They found weak spots in our cash flow before the bank call.”

Priya Desai
Finance Director, Northfield Labs
“The sale review saved time and cut back and forth on terms.”

Oliver Finch
Owner, Finch Retail Ltd
Service area
Westminster, City of London, Canary Wharf, Kensington, Chelsea

Area 01
Westminster, City of London, Canary Wharf, Kensington, Chelsea

Area 02
Brighton, Guildford, Reading, Surrey, Kent, Oxford

Area 03
Birmingham, Coventry, Solihull, Leicester, Nottingham

Area 04
Manchester, Liverpool, Cheshire, Wilmslow, Stockport
Journal

Questions
Quick answers before visitors choose a product, service, or next step.
We work with business owners, investors, and high-net-worth clients who need clear support on capital, deals, and wealth plans.
Yes. We shape the raise plan, prep the pack, review terms, and guide talks with lenders or investors.
Yes. We build and check cash-flow views so you can spot pressure early and plan the next move.
Yes. We help with due diligence, deal checks, and sale or buy-side support from start to close.
Fees depend on scope, size, and time. We offer fixed-scope work and monthly retainers for ongoing advice.
Yes. Most work is remote, with meetings in London and visits across the South East, Midlands, and North West.
Get short notes on funding, deals, portfolio planning, and cash flow, written for owners and private clients.