Build a financial system that scales your business
I partner with founders and business leaders like you to turn financial complexity into a clear strategy.
Young adults aged 18-25, working out how money actually works?
Nobody teaches this at school. WealthWay Academy is where I break down how money actually works.
You don't have a business problem. You have a financial clarity problem.
Most business owners I work with are smart, driven, and deeply committed to their companies. But somewhere between the day-to-day and the big picture, financial strategy becomes the thing that's always almost under control.
- Cash flow is tighter than it should be.
- Forecasts feel like guesswork.
- Growth is happening, but not as cleanly as it could be.
That is the gap I work with you to fill, and filling it is what makes your business future-ready.
I have partnered on financial strategy across market-leading brands, from founder-led businesses to global multinationals, managing budgets from £10M to £200M+. The problems those two throw up look different and have the same root causes. The scale changes; what is broken usually does not. Build the finance function properly and it stops being overhead - it starts setting the pace.
Two specialisms. One way in.
Everything I do sits under two disciplines: strategic FP&A, so you can see your cash and trust your forecasts, and finance transformation, so the finance engine behind them keeps up with your growth.
Strategic FP&A
- Forecasts you can stand behind, line by line
- Cash flow visibility, 13 weeks out
- Management reporting and KPIs that drive decisions
- Scenario models that survive scrutiny
Finance transformation
- Finance processes redesigned and simplified
- An AI-ready finance function
- ERP and systems that fit how you actually work
- A team that runs it without you in the room
The Clarity Diagnostic
A structured scan of your whole financial picture: cash, working capital, revenue, cost, balance sheet and the finance engine behind them. You leave with a prioritised findings report and an honest triage: what your team can run, what I can help with, and what needs a specialist who isn't me.
Book Your Clarity CallThe Growth Retainer
Sharper numbers, month after month.
Monthly working sessions, forecasts and decision support. We work on what the numbers are telling you and what to do about them. A strategic finance partner without the full-time cost.
The Strategic Partnership
The numbers, and the engine that produces them.
Everything in the Growth Retainer, plus the finance function itself: the processes, the systems and the way your team works. Deeper involvement, and change that outlasts the engagement.
Three engagement options. What separates them is depth of involvement and how much of the finance function changes, not budget. Everything starts with the diagnostic, and either option can follow straight from it.
I don't perform bookkeeping, audit, statutory accounts, tax, or fundraising and deal execution. I help you see the business clearly, and then decide.
Coaching-led by design. Most founders carry the numbers alone. Part of my job is to be the person you think out loud with. The rest is making sure you don't need one.
What success looks like
Real results for real people. Here's what happens when we work together:
Business transformation
The Early Advantage for Young Adults
Board-ready financials
Numbers your board trusts, and a story behind them that holds up.
A plan that actually fits
Not generic advice: a strategy built around your income, your timeline, and what you actually want your money to do.
Operational financial control
Finance stops being a source of friction and becomes the engine that drives every strategic decision forward.
Clarity on your money
You know exactly where every pound goes, why it goes there, and how it's working toward something bigger.
Predictable growth
You move from reacting to numbers to owning them.
Confident investment decisions
The paralysis of not knowing where to start disappears. You invest early, intentionally, and with a strategy designed to compound over time.
Business transformation
Board-ready financials
Numbers your board trusts, and a story behind them that holds up.
Operational financial control
Finance stops being a source of friction and becomes the engine that drives every strategic decision forward.
Predictable growth
You move from reacting to numbers to owning them.
The Early Advantage for Young Adults
A plan that actually fits
Not generic advice: a strategy built around your income, your timeline, and what you actually want your money to do.
Clarity on your money
You know exactly where every pound goes, why it goes there, and how it's working toward something bigger.
Confident investment decisions
The paralysis of not knowing where to start disappears. You invest early, intentionally, and with a strategy designed to compound over time.
Clarity. Growth. Freedom. A practical financial framework
Financial stress is not knowing where you stand or what to do next. My framework changes that. Three stages. A clear path forward.
Clarity
We diagnose exactly where your finances stand, the gaps, the leaks, the hidden opportunities. You leave with a picture of where you are and a strategy for where you're going.
Growth
We build the financial systems and decisions that drive measurable growth. No more firefighting. Numbers guide our every move.
Freedom
Now the systems are running, your business generates the returns it was always capable of, and you are no longer the bottleneck.
The results prove it.
Three engagements from the Clarity stage of the CGF Framework - what was broken, what we did, and what changed.
From cash blind to cash confident in six months
A profitable, growing business kept breaching its overdraft. We rebuilt cash visibility from operational drivers - a 13-week rolling forecast the team now runs themselves.
- cash visibility, up from 2 weeks
- 13 wks
- cash visibility, up from 2 weeks
- debtor days
- 52 → 34
- debtor days
- cash released from overdue receivables
- $420K
- cash released from overdue receivables
From “close the branches” to exceeding targets in one quarter
Two branches were weeks from closure. A four-week diagnostic found an infrastructure problem, not a people problem - and reversed the decision.
- jobs retained
- 20
- jobs retained
- annual revenue safeguarded
- $3.8M
- annual revenue safeguarded
- from diagnostic to reversed decision
- 4 wks
- from diagnostic to reversed decision
From month-end fire drill to a global finance calendar
Six entities closing to a timeline that lived in people's heads. One shared finance calendar later, the close nearly halved and panic re-forecasting stopped.
- days to close the group books
- 12 → 7
- days to close the group books
- on-time entity deliverables, from 60%
- 100%
- on-time entity deliverables, from 60%
- forecast cycles a year
- 5-6 → 2
- forecast cycles a year
To protect client confidentiality, identifying details in these case studies have been adjusted. The work, the methodology, and the outcomes are real.
Know exactly where your biggest financial opportunity is
Most people who book this call tell me they wish they'd done it sooner. No fluff. Just clarity.
Book Your Clarity CallNo pitch. No obligation. 30 minutes.
Not ready to talk yet? Start with the free AI-Ready Finance Function Audit →
In their own words.
From finance leaders at global companies to young adults building their first financial plan.
Business testimonials
Gen Z & coaching testimonials
Questions, answered.
The things people usually want to know before booking a call.
Thirty minutes, no pitch, no obligation. We discuss where your business is, where you want it to be, and what's actually standing in the way. You leave with a clearer picture of your biggest financial opportunity.
I partner with founders and business leaders running established businesses turning over £10M to £50M - too big for bookkeeping, not yet ready for a full-time CFO - where profit is up, cash is tight, and the forecast is a guess with a spreadsheet around it. Published engagements range from a $24M logistics firm to a €55M pharmaceutical group across four jurisdictions, and before consulting I managed budgets from £10M to £200M+ inside companies like Johnson & Johnson and Gilead. Alongside the consultancy, through WealthWay Academy, I mentor and educate young adults aged 18-25 on how to start their wealth journey early.
Six core areas: finance transformation and simplification, strategic FP&A and decision support, ERP and systems evaluation, working capital and cash flow optimisation, management reporting and KPI frameworks, and interim strategic finance leadership. Every engagement starts with the Clarity diagnostic - what follows depends on what it reveals.
Your accountant looks backward: accurate books, compliance, reporting. I build what sits on top - forward-looking cash visibility, forecasting, and the financial systems that drive decisions. In most engagements the books were already clean; what was missing was anyone translating them into financial clarity.
Every engagement follows the CGF Framework: Clarity (diagnose exactly where your finances stand), Growth (build the systems that drive measurable growth), Freedom (embed them so your team runs everything without me). Engagements range from a focused four-week diagnostic to a six-month transformation, depending on what the Clarity stage reveals.
Mostly remote with hybrid flexibility. Some engagements are fully remote; others need time on the ground - walking a warehouse floor tells you things a spreadsheet can't.
In the UK, through Serandib Consultancy Limited. Clients span the UK, Europe, North America, the GCC and Asia.
The Clarity Diagnostic is a fixed fee of £5,000. Four weeks, about five hours of your time, and a findings report you keep whatever you decide next. Ongoing work is scoped after that, so you always know the full cost before anything starts. No open-ended retainers and no surprise invoices.
Through WealthWay Academy - the calm alternative to financial noise. I help ambitious 18-25 year olds create an early advantage through better thinking, better habits and better decisions: structured frameworks and long-term wealth habits, not get-rich-quick promises. Book the same call and we'll take it from there.
You've seen what's possible. The next move is yours.
Four weeks, five hours of your time, and a report you keep either way. If a diagnostic isn't your right next step, I'll say so on the call.
For businesses
Many founders I speak to can tell me their revenue but not their runway. That isn't a failure - it's what happens when a business outgrows its finance function. Thirty minutes is usually enough to see how wide the gap has opened.
For young adults
If you're 18-25, WealthWay Academy is the money education I wish I'd had - the mindset, the habits, and how to manage what you actually earn. It runs separately from the consulting work.