CLIENTS

WE’RE
IN THIS
TOGETHER

 
 

We work with businesses of all sizes – start-ups, growing and established.

Investment + asset managers, investment advisors, investment arrangers, mortgage servicers, or something else entirely…

 

We work with all types of financial services firms.

  • Start-ups

    You’re just starting out and looking to get your business or idea off the ground. You need experienced professionals to provide you with ad hoc advice and guidance when you need it. We strive to get to know you, your business and your circumstances so that we can create a bespoke solution aimed at adding value where we can and making your business a success.

  • Growing

    Perhaps you’re planning to launch a new product or expand your existing infrastructure. We can partner alongside you to provide the support you need, giving you peace of mind that you are managing all the risks and building a framework that goes alongside your expansion.



  • Established

    You have your own in-house teams but are finding the need for some extra support with marketing or compliance, or are struggling to manage a big compliance or marketing project or task. We have experience at working at a senior level in a variety of organisations and can provide you with the extra resources you need on a flexible basis.

Testimonials

  • Having collaborated with Anna on several multi-disciplinary projects, she was always highly engaged to find the best solution for a broad range of stakeholders, and both proactive and timely in her interactions with me and my team. She is knowledgeable, efficient and personable, a combination of attributes that make her a pleasure to work with.

    Simon Green – Finance Director
    Fidante Partners (previously Dexion Capital)

  • From the beginning Kate took the time to understand exactly what the business did, what it’s needs were and showed an in-depth knowledge of the relevant compliance requirements, which were comprehensive. She therefore could provide bespoke, detailed compliance advice, as well as work effectively with the business to guide them through the structured implementation programme, in a straightforward manner that was easy to understand.

    I found Kate to be great to work with. She is very personable and quickly added a different dynamic to the team, which was much needed. She brought a good sense of humour to the workplace, which was important, whilst we were going through exciting growing pains. Above all Kate worked extremely hard to ensure she was doing an excellent job and I would have no hesitation in recruiting her and working with her again, should an opportunity arise.

    Keith Allingham
    ACIB Allingham Consultancy Limited (previously Director of Hampton Mortgage Servicing Limited)

  • Anna was fantastic to work with. She had a clear vision for the business where change was underway and the necessary strategy to deliver it across internal actions, marketing and PR. She has extensive understanding of the investor audience and what resonates, as well as putting in place the wider strategic communications channels to build reputational awareness. As her retained communications agency, she gave clear actions and deadlines with appropriate timescales.

    Elizabeth Snow – Director
    Tulchan Communications

  • I found Anna to be very professional, personable, driven and detail-focused throughout the project. She understood our (varied) target audience and what we wanted to achieve and applied a lot of “outside the box” thinking, always seeking to find the optimal solution.

    She is an excellent communicator and met all the deadlines that were asked of her. I have really enjoyed working with Anna with her positive and helpful attitude and it is very clear how passionate she is about what she does and the pride with which she delivers her work.

    Nick McAlpine-Lee – CEO
    Rezide

  • Anna has very deep knowledge and understanding of the institutional, wholesale and retail investor base as well as the technical product knowledge which gives her the ability to craft and refine key messages across all marketing materials. She is extremely able to determine the marketing and communications tools and channels, as well as the relationship and brand development actions required for each group to make the fundraising a success. Anna is reliable, hardworking and highly professional. I have always been impressed by her ability to both think strategically and roll up her sleeves to get things done.

    Miriam Macor – Head of Sales (Private Markets)
    QSix LLP

Get in touch today