Financial Planning & Analysis

Clear forecasting and financial insight to support better decisions.

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Strong financial planning and analysis gives management and boards the visibility they need to make confident, informed decisions. Our FP&A support provides robust forecasting, clear reporting and practical insight into performance, cash flow and future scenarios.

 

We work with business owners, boards and senior management teams to turn financial data into forward-looking, decision-ready information.

 

How we help

 

Our FP&A support is tailored to each business, but typically includes:

• Short and medium-term cash flow forecasting

• Budgeting and annual planning processes

• Rolling forecasts and scenario modelling

• KPI development and performance tracking

• Board and management reporting packs

• Margin, cost and profitability analysis

• Support with investor and lender reporting

• Financial modelling for strategic decisions

 

When FP&A support adds value

 

Clients usually engage us when:

• Forecasts are unreliable or overly complex

• The board lacks clear visibility over cash and performance

• The business is growing quickly and needs better planning

• Funding, refinancing or investment is being considered

• Management reporting is slow or lacks clarity

• Strategic decisions require robust financial modelling

 

Practical, decision-focused insight

 

Our approach is straightforward and commercial. We build forecasting and reporting processes that are accurate, easy to maintain and genuinely useful for decision-making, rather than theoretical models that sit unused.

 

The goal is simple: give the board clear, reliable numbers that support confident strategic decisions.