What is a Portfolio FD?

A Portfolio FD (Finance Director) is a professional who provides part-time or interim financial director services to multiple businesses, offering strategic financial guidance, oversight, and expertise without being a full-time employee.

What services do you offer as a Portfolio FD?

We offer a range of services including financial planning, budgeting, cash flow management, financial reporting, strategic advice, risk management, and more tailored to your business needs.

Isn’t a Portfolio FD expensive?

A full time Finance Director would cost in excess of £100k plus on costs per year. A Portfolio FD can be hired at a fraction of that cost, so you get the expertise and only pay for the level of support you need.

How does hiring a Portfolio FD benefit my business?

Hiring a Portfolio FD provides access to high-level financial expertise without the commitment of a full-time hire. You get specialised skills and strategic guidance as needed, cost-effectively.

What types of businesses do you work with?

We work with owner managed businesses, typically between £1M-£20M turnover. We specialise in working with FMCG companies and those that operate on a subscription model.

How do you determine the scope of work for my business?

Our process begins with a discovery call to understand a bit more about you and your business, along with the support you require. We tailor our services to match your specific requirements, ensuring a customised approach.

Are your services scalable as my business grows?

Absolutely. Our services are flexible and adaptable, designed to grow alongside your business. Whether you're scaling up or experiencing changes, our support can be adjusted accordingly.

Can you work with our existing finance team or accountant?

Yes, we collaborate closely with existing teams and professionals to complement their efforts, offering additional expertise and guidance where needed.

How do you ensure confidentiality and data security?

Client confidentiality and data security are paramount to us. We adhere strictly to industry standards and have robust protocols in place to safeguard your sensitive information.

What is the typical duration of engagement with your services?

The duration varies based on individual client needs. We offer flexible engagement terms, from short-term projects to ongoing part-time support, adapting to your requirements.

What are your fee structures or billing methods?

Our fee structures are transparent and tailored to the services you require. We offer competitive rates and flexible billing methods suited to your preferences, whether hourly, project-based, or retainer.

How do I get started with your services?

Email info@westerbyconsultancy.co.uk or send us a message on LinkedIn and we can get a chat booked in. We'll discuss your needs and tailor a solution that aligns with your business goals.