About

About Oakstead Advisory

Practical Financial & Operational Support for Owner-Managed Businesses
Practical and commercially minded
Straightforward and approachable
Flexible and supportive
Focused on real-world outcomes

Oakstead Advisory helps SMEs gain clearer financial visibility, improve business performance, and reduce pressure on business owners through flexible, experienced support.

Oakstead Advisory was built to provide practical financial and operational support to businesses that would benefit from experienced guidance without the need for full-time hires. We work alongside owners in a straightforward, supportive way, helping businesses move forward with greater clarity, confidence and control.

 

Our background

Experienced, Commercial & Straightforward

Oakstead Advisory was founded by professionals with extensive experience across Finance Director, CFO, operational, and commercial leadership roles within both large organisations and owner-managed SMEs.

Our background includes:

  • Financial leadership and forecasting
  • Cashflow and profitability improvement
  • Operational analysis and problem-solving
  • M&A and business performance review
  • Systems and reporting implementation

Having spent years reviewing businesses from an acquisition and advisory perspective, we recognised that many SMEs would benefit from the same level of practical support long before a sale, investment, or major transition takes place.

Flexible Support Built Around the Business

Every business is different.

Some clients need part-time CFO support. Others need operational guidance, forecasting, reporting improvements, or simply an experienced sounding board.

We focus first on understanding the business and its needs, then provide support directly or through carefully selected finance and operational advisors best suited to the situation.

This flexible approach gives businesses access to experienced capability without unnecessary overhead or full-time cost. 

National Support, Personal Approach

Oakstead Advisory operates across the UK, with founders based in Farnham, Surrey and Hull, East Yorkshire.

We work both remotely and on-site depending on client needs and are continuing to build a trusted network of vetted advisors across the UK.

Let’s Start with a Conversation

If you’d value a clearer picture of your business or experienced support around finance and operations, we’d be happy to talk. Confidential, practical, and without obligation.
Got Questions?

Frequently Asked Questions

Do I need a business of a certain size to work with you?

How much time will you spend in the business?

Will you work alongside my existing accountant or team?

What kind of results can I expect?

What level of experience can I expect from your team?

Is this a long-term commitment?

Can you help if I’m planning to grow, raise investment, or sell the business?

How quickly can we get started?

Contact Us

Get In Touch, We’re Here to Help