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Change Management
Business Consultation

Helping you to

assess your organisation's ability to absorb new change

Driving business growth and customer value through seamless change

Whether you need to rescue a project or launch one with certainty, we help financial services firms adopt new technology and processes that increase profitability, improve customer experience and drive operational efficiency.

20+ years of Transformational Change Leadership in Financial Services; a true partner committed to your long term success.

Who We Are

Our reputation relies on delivering lasting change for our clients. We help businesses navigate change and transformation with practical expertise and hands-on support. By adopting a people first mindset and deploying proven methodologies, we build engaged and empowered teams who turn your vision into reality.

Every interaction is an opportunity to create a culture where trust thrives and all participants feel their contributions are recognised.

20+

YEARS

Spent as a trusted and successful change partner to financial service organisations.

50%

REDUCTION

In workplace strain through Operational Excellence.

£30+

MILLION

Delivered in Savings and Cost avoidance through business strategy and process optimisation programmes.

3

CONTINENTS

Working seamlessly across time zones across UK, USA, Canada and India to deliver transformation.

Clients we've worked with

Core Services

Change Readiness

Change Readiness

Unlock Organisational Change Potential

A comprehensive change readiness assessment, reveals hidden barriers, ensures alignment across four key pillars (People, Process, System, Data) and blueprints successful transformation before you invest.

Discovery Phase

Discovery

Bridging Vision and Capability

Transforming your strategic vision into a compelling business case which demonstrates measurable value and outcomes. Critical resources, technology enablers and barriers to success established to ensure a robust and achievable transformation strategy.

PMO Services

PMO Services

Precision Project Governance

Delivering rigorous financial control, strategic risk management and crystal clear insights that empower strategic decision making and transform complex projects into predictable high performance outcomes.

Project & Programme Delivery

Project &
Programme Delivery

Bespoke Project Excellence

Tailored methodologies that empower teams and unlock potential ensuring consistent outcomes and transform complex projects / programmes into successful achievements.

Coaching & Mentoring

Coaching &
Mentoring

Empowering Transformation

Equipping leaders and teams with practical tools, proven techniques and strategic insights to drive operational excellence and navigate complex workplace challenges.

Core Values

At the heart of everything we do are unwavering principles that shape our approach

Honesty and Integrity
Honesty & Integrity

We lead with integrity, championing transparency and honest dialogue across all interactions.

Relationship Building
Relationship Building

We build relationships founded on active listening, open communication and a shared purpose.

Decision-Making
Do the Right Thing

We consistently choose principle over convenience, embracing ethical decision-making in every aspect of our work.

Process Improvement
Business Transformation
Management Consulting
Co-operative Insurance

What Our Clients Say

"Phil is an exceptional Project Lead with a proven track record of delivering complex solutions on time and within budget. His expertise was particularly evident whilst working on a £200m+ policy administration and claims system transformation project."
-Victoria S. Workstream, Lead

Case Studies

Read more about how we've helped organisations worldwide succeed and evolve.

Productivity and Workflow

Resources

Gain more industry insights and support

Choose from a range of tools designed to enhance your productivity and streamline your workflow.

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