Advisory
In a world of constant change, our Advisory services can help you achieve strategic clarity – from laying down robust business plans to expert guidance for succession and retirement planning.
Navigate Today, Lead Tomorrow
Our Advisory services are your navigational tools, meticulously designed to steer you through strategic planning and complex decision-making.
With expertise in business planning, mergers, and succession strategies, we chart a course for small and medium-sized businesses toward sustainable growth and profitability.
Set your business on a successful trajectory with our tailored solutions, crafted to ensure you not only meet but exceed your strategic goals.
Creating a Roadmap
Every leading business needs a roadmap to navigate the path to success. At Nexiō, our Strategic Business Planning service is tailored to uncover your business’s true potential and plot a course for sustainable growth and profitability.
We delve deep into your business model, market dynamics, and competitive landscape to craft strategic plans that are not just visionary but actionable and measurable.
Expertise on Demand
Gain the financial leadership your business needs without the overhead of a full- time executive. Nexiō’s Fractional CFO Service provides you with experienced CFO-level advice, financial management, and strategic insight on a part-time or project basis.
We help you navigate financial complexities, optimise cash flow, and drive business performance. Let our expertise complement yours, empowering your business with informed decision-making.
Tailored Expertise for Strategic Growth
Nexiō’s Corporate Finance Advisory service is your ally in navigating the intricacies of the financial world.
Our team supports your journey across mergers and acquisitions, debt and equity fundraisings, and strategic financial planning. We deliver tailored advice and solutions designed to maximise your business’s value and drive sustainable growth.
Planning for Life's Next Chapter
In the realm of business and personal financial management, planning for the future is paramount.
We deliver a comprehensive approach to Retirement & Succession Planning, designed to ensure a seamless transition and secure legacy for business owners and professionals alike.
Meet Our Advisors
With more than a decade of experience in Finance, Business Development and Retail Banking, David provides strategic business planning advice, specialising in maximising corporate and personal wealth.
His expertise in wealth management, in particular in the area of succession and retirement planning, has been critical in guiding our clients when planning for their long-term future. David specialises in developing personalised lifetime financial plans for our clients, providing the clarity they need to safeguard their legacy.
David plays a pivotal role in business development and his dynamic leadership has been instrumental in fostering strong relationships with our clients.
David is a graduate of Atlantic Technological University (ATU) and a member of ACCA.
