Our aim is to help you maximise flow, reduce costs, and achieve a higher standard of service.
Our services range from basic framework application, through delivery teams, to a fully
outsourced change partnership combining both – giving you the support you need, when you need it.
Your success is our success.
We like to build long term relationships with long term people, and would rather help you coach and
empower your own teams to deliver effective business benefits through change than take a short term view.
We developed 
to provide you with a flexible yet firm approach to managing change across your organisation, enabling your process owners to quickly adapt to change and influence business decisions when required.
We like to build long term relationships with long term people, and have formed strategic partnerships
with technical specialists in the UK and internationally to help us deliver end-to-end solutions to complex challenges.
We selected example1 as our development partner when building our own tool, opmodal, due to their strong track record of delivering bespoke applications for fast-moving businesses – and their proven ability to provide first-class technical and user support.
Their ability to quickly implement our ideas in a hugely scalable framework and solve complex challenges in an elegant way gives us immense confidence in the ability of this team.
Our new strategic development partners actlogica bring actuarial and enterprise technology capabilities to our team. An ability to design and launch complex products in a very short time-frame is evidenced by the hugely successful launch of their Wrap platform, Mercury.
This allows IFAs in India to create, conduct and grow their practices with fully integrated CRM, OMS, financial Reporting and portfolio modelling tools.
Colin KerrCo-Founder A Consultant Programme Manager with over 12 years financial services experience in asset management and investment operations.
Nicholas RossCo-Founder A lead Business Analyst, Project Manager and middle office consultant with over 20 years financial services experience and over a decade in asset management.
Graeme HendersonFinance Director A Chartered Accountant and Financial Consultant, specialising in company restructures and complex financial planning.
Barry McAllisterStrategy Director A senior change leader with 25 years of financial services experience and nearly 2 decades within Asset Management, including roles as Head of Operational Change and Business Analysis functions.
Matthew PlattConsultant Regulatory Change Consultant with over 10 years financial services experience, delivering Regulatory and Compliance change for some of the UK’s largest institutions.
Andy NivenConsultant Operational Change Consultant with over 20 years financial services experience with exposure to Asset Management, Back Office Administration, Investment Accounting and retail and Corporate Banking.
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