Practice Areas · Compliance · Audit & Advisory · Advisory services · Financial advisory
Financial Advisory Services
Practical financial advice on the decisions a business faces — structure, performance, and capital.
What financial advisory covers
Financial advisory is help with the financial decisions that shape a business — how it is funded, how it performs, where it invests, and how it manages risk.
The firm brings the analysis, the modelling, and the experience to turn financial information into clear options and recommendations.
Where we help
Capital structure
The right mix of debt and equity, and how to fund growth.
Performance
Margin, working-capital, and profitability analysis, with levers to improve them.
Investment appraisal
Evaluating projects and capital expenditure on a sound financial basis.
Financial modelling
Projections and scenarios to support decisions and conversations with lenders and investors.
How we work
- 01
Understand the question
Clarify the decision and the constraints around it.
- 02
Analyse
Build the analysis and model the options.
- 03
Advise
Set out clear options with the trade-offs and a recommendation.
- 04
Support delivery
Help implement the chosen course and track the outcome.
Why work with PBT
PBT gives you advice you can act on, grounded in your own numbers.
- Analysis tailored to your business and decision, not generic templates
- Clear options and a recommendation, not just a report
- Continuity with your accounting and tax position
- Confidential and conflict-checked
- Scope, deliverables, and fees agreed in writing up front
Frequently asked questions
How is this different from a virtual CFO?
Financial advisory is engagement-based help with specific decisions; a virtual CFO is an ongoing role. We offer both and can move between them.
Do you help with bank and investor conversations?
Yes. We prepare the projections and analysis that support funding discussions and can join the conversations where useful.
How long does it take?
It depends on the question — a focused appraisal can be days, a strategic review longer. We scope it with you at the outset.
Get financial advice you can act on
Tell us the decision you're facing, and we'll bring the analysis and a clear recommendation.
Send an enquiryThis page describes the nature of the firm's services and is not a solicitation or legal advice. Thresholds, timelines, and applicable registrations depend on your specific facts; engagement terms and fees are agreed in writing per assignment.