
About
About Oakstead Advisory
Practical Financial & Operational Support for Owner-Managed Businesses
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.
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Who we are
Meet the Founders
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.Â
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.

