Book a Discovery Call

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.

What the call is for

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 portfolio FD support, a Diagnostic Review, or another shape of work is the right next step
  • Practical next steps either way
What to expect

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 this is most useful for

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.

Pick a time

Book directly into the calendar.

Choose a time that suits you. You'll receive a confirmation email and a calendar invite immediately.

Calendly preview

The embed above renders the live calendar on the published site. The Calendly widget pulls live availability from calendly.com/rossradford-phoenixadvisory/new-meeting.

Prefer email? hello@phoenixadvisory.co.uk