Specialist Business Advisory

Benefit from the Guidance of Experienced Leaders

Access strategic insight and practical expertise from former C-level executives who understand the unique challenges of specialty finance

Access strategic insight from industry leaders who have successfully navigated complex financial environments
Implement practical solutions developed by executives who understand your specific challenges
Enhance decision-making with guidance from specialists who have "walked in your shoes"
Accelerate growth initiatives with tailored strategies aligned to your unique business objectives
Get in touch with a specialist advisor  →

Why Leading Specialty Finance Organisations Trust Finativ

The specialty finance sector faces unique complexities that require specialised knowledge and experience to navigate successfully. Market leaders recognise the value of expert guidance from those who have mastered these challenges firsthand.

Genuine C-Level Expertise For Your Business

Our team includes former C-level executives from across specialty finance who have made the same decisions you're facing now. We understand executive-level challenges because we've experienced them personally. The strategic insights and practical knowledge we offer come from years of successfully running financial
organisations.

Our advisors have personally led businesses through periods of growth, transformation, and difficulty - real experience that directly benefits your organisation.

Specialised Knowledge For Specialty Finance

We focus exclusively on asset finance, motor/fleet finance, receivables finance, and trade finance sectors. This focused expertise combines with technical proficiency in financial modelling, risk management, operational improvement, and digital transformation to create genuinely valuable solutions.

We provide recommendations that work because they're built on industry-specific experience with businesses similar to yours.

Customised Support For Your Specific Situation

Your business has unique challenges and opportunities. We take time to understand your specific business context, goals, and organisational culture before developing strategies. This careful approach ensures our solutions work specifically for your situation.

We create strategies designed exclusively for your business based on your actual needs and objectives.

Comprehensive Solutions For Complex Challenges

We address your business challenges holistically through strategic planning, operational improvement, organisational development, and change management. Our approach considers all aspects of your business when developing solutions.

Backed by a broad ecosystem, we can seamlessly integrate additional specialist support when needed, offering comprehensive, end-to-end solutions that generalist firms can't match.

Partner with former C-level executives who understand your unique pressures and help you unlock your business's true potential

Having the right strategic partner is essential for sustainable growth and navigating critical turning points. You face unique challenges daily, from regulatory shifts and market volatility to operational complexities and the constant need for innovation. Finativ's Specialist Business Advisory offers direct access to the kind of battle-tested, executive-level expertise you need to not just survive, but truly thrive.

You get a curated team of former C-level executives, each with deep, hands-on experience across the specialty finance sector (asset, motor/fleet, receivables, trade finance). 

We provide targeted, practical guidance and strategic insight tailored specifically to your business's challenges and opportunities. This is real-world expertise delivered by leaders who have successfully steered organisations like yours through growth, transformation, and complex market conditions.

  • Proven Strategic Insight: Get guidance from leaders who have successfully navigated the exact challenges you face.
  • Practical, Implementable Solutions: Receive actionable strategies developed by executives who understand operational realities.
  • Enhanced Decision-Making: Gain confidence in your choices with support from experienced financial services specialists.
  • Accelerated Growth: Implement tailored initiatives designed to achieve your specific business objectives faster.
  • Problem-Solving Partnership: Transform obstacles into opportunities with a trusted advisor by your side.

What Makes Finativ's Advisory Different? Our Executive DNA.

While other firms offer consulting, Finativ provides something fundamentally different: direct access to the strategic DNA of successful specialty finance leaders.

Executive-Led

You work directly with former C-suite executives, not junior consultants. Their insights come from years of real-world leadership.

Focused Industry Expertise

Our sole focus is specialty finance. This isn't general business advice; it's deeply sector-specific, technically informed guidance.

Client-Centric

We take the time to deeply understand your unique context and tailor solutions that fit your culture and goals perfectly.

Backed by an Ecosystem

Leveraging Finativ's broader network, we can seamlessly integrate additional specialist support when needed, offering comprehensive, end-to-end solutions that generalist firms can't match.

See what our clients say about Finativ

Understanding our strategy, culture, key strengths, and practical constraints, as well as helping us frame key market trends, Finativ led us through a comprehensive programme to identify, prioritise, own and establish realistic plans to commercialise a series of initiatives that have seen immediate positive results and will drive material growth for Lombard over the medium term.
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Craig Leyland
Head of Asset Finance, Lombard
Finativ was instrumental in preparing our finance function for scale. They rebuilt our financial statements, set up strong processes, trained our team, and helped us hire top talent. 

Their deep expertise and hands-on support made a real difference. 

A great partner for any business looking to scale with confidence.
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Karl Gilbert
Co-founder & CEO, Raylo Group Limited
As a forward-looking bank, we recognise that clean energy asset finance represents a meaningful growth opportunity. Assets across this sector are diverse, with a variety of ticket sizes, usage patterns and risk profiles, so successful market entry requires expertise and insight.  

Finativ were of great value, with a detailed review of relevant asset classes, distribution channels and risk management practices. We implemented their recommendations and now enjoy early mover advantage in the sector.

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John Phillipou
Managing Director SME Lending, Paragon Business Finance
Access to Finativ’s local knowledge, experience and insight enabled us to quickly qualify and enhance a new market entry strategy we had begun to develop and identify critical success factors within the plan.

The ability to then assist with the implementation of the plan and make introductions to potential local customers, significantly enhanced the value of the Finativ proposition to us.
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James Rudolf
Chief Commercial Officer, Acquis
Finativ reviewed all aspects of our asset finance business across our relationships, products, processes, policies and organisation, whilst always earning the trust and respect of our colleagues. As a result of the collaboration, we’re now significantly exceeding our asset finance targets, and are already partnering with Finativ in another business unit.
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Conrad Ford
Chief Product Officer, Allica Bank
Finativ guided us through every aspect of our invoice finance project, from product and commercial design to financial planning, accounting and legal structuring, systems selection and development, operational design, transitional management and mentoring of key staff. Always accessible and responsive to the nuances of our captive finance relationship, the expert support from Finativ was fundamental to the successful implementation of our programme.
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Alan Rhodes
Managing Director, Scania Finance Great Britain Ltd
Finativ carried out a thorough review of our operations.  Their recommendations were thoughtful and far-reaching, helping us reshape key elements of our process and organisation to improve productivity, risk management and team morale.  As a result, we now have a firm foundation for service excellence and new business growth.
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Paul Bartley
Managing Director, Asset Finance - Hampshire Trust Bank plc
Arkle Logo
Working with our executive team, Finativ has helped us with a strategy process that turned stretching growth ambitions into a coherent transformation programme. While sensitive to our specific business culture, they helped us to understand our potential and create a plan of what we need to do and how we need to change. 

Signing up to the Finativ Flex programme gives us continuous independent oversight of our programme, plus access to the entire Finativ team, whenever we want it and for whatever we choose. I recommend it thoroughly!
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Daniel Bailey
Executive Director, Arkle Finance Limited
Finativ’s insightful research and thoughtful guidance have deepened our understanding of our client requirements. 

They’ve played a major role in informing our product design and market development, for both the asset and invoice finance markets.  

The team at Finativ are a pleasure to work with and I recommend them unreservedly.
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Steve Tapin
Managing Director, Lendscape Ltd
Finativ delivered a programme of training and best practice sharing that created a community of process improvement experts within the business. Operating cross-functionally, this drove productivity gains, better working practices and improved internal communication. 

As a next step, Finativ introduced then guided us through the ISO9001 quality management standard to embed operational excellence and enhanced service for our clients.
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Andrew Beard
Chief Information Officer, CLM Fleet Management plc
As CEO of an early-stage tech business targeting the motor and asset finance market, I was looking to partner with an advisory service big enough to have depth, small enough to care and experienced enough to add value. I hit the jackpot with Finativ. The whole team is sincere and trustworthy, I see them more as an extension of our team than an external partner.
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Adrian Walsh
Chief Executive, CheckVentory Innovation Ltd
Findustrial logo
Finativ has been fundamental to our progress in bringing our technology solution to the UK.  

They helped define our market entry approach, validate market requirements, segment commercial targets, raise our profile and develop relationships.

We find the Finativ team to be insightful, proactive and supportive. They understand our complex requirements, offer us an independent challenge and we value them greatly.

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Günter Hehenfelder
Chief Executive, Findustrial GmbH

Profit from the know-how of  industry experts who have 'walked in your shoes'

Finativ provides support to business owners and leaders in the financing sector. Our team has a depth of experience of working with asset, motor, receivables and trade finance companies, fleet leasing companies, and their suppliers and stakeholders.

Drawing on our deep first-hand experience, we support you across the full spectrum of business needs - from navigating complex financial transactions and driving operational transformation, to advancing your sustainability initiatives and providing specialist advisory guidance. 

Our core team profiles are featured below, and we operate with an extended network of around 45 skilled professionals, allowing us to bring precisely the right expertise to each unique engagement.

CHRISTIAN ROELOFS

Corporate Finance | M&A | Finance Operations | Transformation | Growth
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Peter Hunt

PETER HUNT

Strategic Change | Fintech | Digital Transformation | Operational Efficiency
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Richard Carter Finativ

RICHARD CARTER

International Trade | Receivables Finance | Product Innovation | Business Development 
View Bio

ROGER SKINNER

M&A | Strategic Growth | Private Equity | Auto Finance | Corporate Governance
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LOUISE IKONOMIDES

Process Design | Compliance | Change Management | Proposition Development
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Phil Gerrard Finativ

PHIL GERRARD

Renewable Asset Funding | Restructuring | Credit Risk Policy | Portfolio Management
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Simon Harris

SIMON HARRIS

Process Design | Digital Transformation | Change Management | New Mobility & Product Innovation
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Peter Cottle

PETER COTTLE

Automotive Finance | Retail & Broker Channel Management | Business Development
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jeff longhurst

JEFF LONGHURST

Invoice Finance | SME Lending | Turnaround Management | Credit Policy
View Bio

MARK STODDART

Lean Six Sigma | Business Analysis | Quality | ISO Certification 
Contact

Partner with Experienced Leaders to Achieve Your Business Goals

Whether you're facing specific challenges or seeking to capitalise on new opportunities, Finativ's Specialist Business Advisory service provides the executive-level expertise you need to succeed.

Contact our team today to discuss how our experienced advisors can help you create lasting value for your business.

Schedule your no-obligation consultation today

For an inital discussion, simply fill out your details below and a member of the Finativ team will be in touch to share more specific information and answer any questions you have, within 24 hours.
Phil Gerrard (Renewable Investments)
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