During CFO & More’s time working with us, John and Katherine have been instrumental in setting up a bespoke and effective financial dashboard to track the metrics we need to run the business. The dashboard was set up from scratch and involved collating data from different sources to produce a professional and practical document for the financial committee and board. CFO & More have been flexible in amending the output as business and regulatory demands have changed the information required over time.
Finally, John’s expertise in the FCA regulated environment has ensured that we can effectively
complete the various regulatory returns. Thanks for your support.
Tony Wellby, Partner, Heronsgate Capital LLP