Financial Mentoring

Financial mentoring to empower your business decisions

Whether you’re a start-up still finding your feet or an established business aiming to grow, our Financial Mentoring service gives you the insight and confidence to make the right decisions, without having to go it alone.

Why choose us as your mentor?

• You stay in control: we don’t make decisions for you, but we bring experience, clarity, and we will challenge your thinking

• Sound financial planning: from pricing, overheads and cash flow to forecasting, KPIs and profitability

• Confidence under pressure: when the business feels more demanding, we act as a sounding board so you stay ahead

• Growth scale support: we can help embed financial discipline in board meetings, management reporting and strategy sessions

• Transition support: we help you own the process – eventually handing over full control when you’re ready

What you’ll receive:

Depending on your needs, our Financial Mentoring support can include:

• Regular one-to-one mentoring sessions (in person or remote)

• Financial diagnostics: reviewing your current financial health, forecasts, cash flow and margins

• Mentored decision support: as issues arise, we work through the implications with you

• Boardroom or management meeting input: agenda-structuring, minutes, action tracking

• Development of a financial pack: key performance indicators, reporting templates and dashboards

• Temporary finance function support: preparing or reviewing accounts, reports and analysis

How it works:

1. Discovery meeting – we meet to understand your business, challenges and goals
2. Mentorship plan – we propose a tailored programme, frequency and deliverables
3. Implementation and support – we mentor, review, and refine with you over the agreed period
4. Handover and independence – our goal is for you to run the finances confidently on your own

Is our financial mentoring service right for you?

You’ll benefit most if you:

• Feel isolated or pressured when making financial decisions

• Are tackling expansion, hiring, premises, or tighter margins

• Want to embed better financial discipline in your business

• Want to move from reactive decisions to proactive planning

If you already have a strong financial team and internal structures, this may not be the best fit – our mentoring is designed to complement, not replace, strong in-house finance.

➡️ Ready to grow with confidence?

Book a discovery session today and let us show you how financial mentoring can transform your decision-making and business trajectory.

Contact our team today

Financial Mentoring for business leaders – frequently asked questions:

Q: What is financial mentoring?
A: We provide one-to-one guidance, feedback and accountability to help you make smarter financial decisions for your business, without taking control.

Q: Who is this service ideal for?
A: Start-ups finding their feet, and established businesses seeking more discipline, clarity or growth. 

Q: How does it work?
A: We begin with a discovery meeting, propose a tailored mentoring plan, then support you over an agreed period, eventually handing over full control to you.

Q: What kinds of support can I expect?
A: Regular mentoring sessions; diagnostics of cashflow, margins, forecasts; help structuring reports/dashboards; decision support; and temporary finance function assistance.

Q: How do I get started?
A: Simply book a discovery session via our contact page, and we’ll propose a quote tailored to your needs.