Advisory & CFO
Governance, Risk & Specialist Advisory
Some capabilities are needed too intermittently to employ and too technical to improvise. Our delivery partner has maintained specialist advisory teams since 2014, including a dedicated actuarial practice, and we bring that bench to UK engagements under our own client relationship.
- UK businesses
- Accountancy practices
The problem
Specialist need, intermittent demand
A mid-sized practice might face two valuation engagements, one ESG reporting question and a cyber risk review in a year. Employing for that is impossible; declining the work sends the client to a competitor who will happily take the rest of the relationship too.
- Sustainability reporting expectations continue to widen down the supply chain.
- Cyber and IT risk assurance is increasingly demanded by insurers and lenders.
- Valuation and transaction work arrives unpredictably and cannot wait.
At a glance
- Service line
- Advisory & CFO
- Delivered for
- UK businesses and Accountancy practices
- Typical cadence
- Scoped project — Fixed-scope engagement with a written brief, timetable and deliverable set. Retained advisory — Ongoing access to specialist input for firms with recurring need.
- Engagement models
- Available per job, on ad-hoc hours, or through a dedicated resource. Compare models.
Scope
Specialist areas
Scope is agreed in writing before work starts and reviewed at each service review. Anything outside it is quoted separately rather than absorbed quietly and invoiced later.
Governance, risk and compliance
- Risk assessment and risk register development
- Internal control design and effectiveness evaluation
- Policy and procedure development
- Compliance monitoring programmes
- Internal audit support on a co-sourced basis
Transactions and valuation
- Business and asset valuation for commercial, tax and dispute purposes
- Financial due diligence on acquisitions and disposals
- Merger, acquisition and restructuring support
- Share valuation for EMI schemes and employee equity
- Investment appraisal and feasibility analysis
Technology and cyber risk
- IT general controls review and testing
- Cybersecurity framework assessment and gap analysis
- Data protection and information security review
- System implementation and migration assurance
ESG, sustainability and actuarial
- Sustainability reporting preparation and framework alignment
- ESG strategy development and materiality assessment
- Carbon and emissions data collation and reporting support
- Actuarial risk modelling and financial forecasting
- Employee benefit and defined benefit scheme valuation support
- Insurance reserving and technical provision analysis
Software
Platforms we work in for this service
We work inside your existing systems under named user accounts. If your stack is not listed, tell us — we will confirm honestly whether we can support it immediately or need a ramp-up period.
- Excel
- Power BI
- Specialist actuarial modelling tools
- GRC platforms
The boundary
What stays with your firm
This matters more than the task list. A delivery partner that blurs this line creates regulatory exposure for you, so we state it explicitly on every engagement.
Yours, always
- The client engagement and engagement letter
- Professional judgement and final review
- Sign-off, submission authority and the fee
- Client advice and the client relationship
Ours
- Preparation, processing and documentation
- Internal second-person review before release
- Turnaround against the agreed timetable
- Rework at our cost where the error is ours
Questions
Risk & Advisory — what firms ask
Is the actuarial capability genuine?
Yes. Our delivery partner operates a dedicated actuarial practice, which is unusual for a firm of this type and is one of the reasons we selected them. Scope and qualification requirements for any specific UK engagement are confirmed in writing before we accept it.
Related
Services that usually move together
Most firms start with one service line. These are the ones that most often follow.
Fractional CFO
Senior financial thinking on a fractional basis — planning, modelling, funding preparation and board-level challenge.
Read moreAudit Support
Fieldwork, testing and file preparation performed under your methodology — with the opinion, judgement and sign-off staying entirely yours.
Read moreHR & Training
Employment policy, people risk and structured technical training — the governance layer around your workforce.
Read moreNext step
Talk to us about risk & advisory.
Bring a real example — a live job, a difficult client file, a cycle you are behind on. A concrete case tells you far more about a provider than a capability slide ever will.
What to expect
- No obligation and no minimum commitment to talk
- A written proposal within five working days
- A paid pilot before any long-term arrangement