A short, focused conversation about your business and where finance support could help most.
Every Phoenix Advisory engagement begins the same way: a free 30-minute Discovery Call. It's the simplest way to find out whether we're the right fit, for both sides, without any commitment.
Book directly into the calendar.
Choose a time that suits you. You'll receive a confirmation email and a calendar invite immediately.
Book a Discovery Call
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Prefer email? Send a short outline of your business and priorities to hello@phoenixadvisory.co.uk and we'll reply within two working days.
What we'll cover
- Understanding the business: stage, model, channels, team, ambition
- The current financial picture: what's working, what isn't, what feels uncertain
- Where clarity, cash flow, profitability or decision support might be under pressure
- Whether a Diagnostic Review, Fractional CFO support or another shape of work is the right next step
- Practical next steps either way
How it runs
- A 30-minute video call
- No obligation, no sales pressure
- A focused, practical conversation rather than a generic pitch
- A short follow-up email afterwards summarising what we discussed and any suggested next steps
Who it's for
Discovery Calls are most useful for founders of UK Ltd businesses with revenue roughly between £1m and £5m, who want better financial visibility, stronger forecasting and a more strategic finance partner. The strongest fit is multi-channel health optimisation brands; we also work selectively with professional services firms.