Financial Services and related sectors

The FD Centre

“The FD Centre has expanded rapidly in recent years and plans to continue this growth in the future. A scalable CRM system and sales and marketing platform is at the heart of this vision, but we had struggled to get this project underway for many months. Freeman Clarke helped us understand our objectives, clarify options, and turn this into a plan of action. Their Principal directed the project and led us through a potentially difficult product and supplier selection negotiation. As well as the technical aspects, he also deals with the vital tasks of keeping the business objectives in view and everyone on-board. He has the confidence, experience and authority to make this happen and is only interested in helping our business.”

Colin Mills, Chairman

Assura plc

“Assura is a leading healthcare Real Estate Investment Trust (REIT) listed on the London Stock Exchange. Assura’s vision is to be the best developer and owner-manager of primary care property, partnering with GPs to deliver high-quality patient care in the community.

Consistently high quality and secure technology services are absolutely critical to the efficient running of our centralized operation and the property management service we provide to our client GPs. To this end we appointed David as our part-time Freeman Clarke IT Director. David has helped us identify and deliver a series of tactical and strategic initiatives to position us for ongoing service quality and business growth. The two main areas addressed to-date include a review and improvement of IT security and transition to a totally new IT infrastructure and Managed Service Provider. Having a part-time, experienced IT Director has enabled us to get traction on some important improvements and deliver with pace and confidence.”

Jonathan Murphy, Finance Director

Pennies

“The Pennies vision has always had technology at its heart. So from the beginning, we needed a first-class technology leader as a trusted and committed member of the team. Freeman Clarke filled this gap for us and has continued to do so ever since – their part-time model means the price point works very well and gives us access to specialist IT expertise we could never have afforded or required on a full-time basis. They have set technology strategy, defined solutions and helped us form technology partnerships, as well as contributing to our wider board discussions. Importantly they have felt like a core member of the team and coached others, so we even benefited when they were not on-site! Their approach has been pragmatic, attentive and focussed. They have had a pivotal role in helping us develop our business model, which happens to be in the charitable sector and has already raised hundreds of thousands.”

Alison Hutchinson, CEO

BFG

“Freeman Clarke have been working with BGF for many years now – providing both fractional leadership to some of our growing portfolio businesses as well as assisting BGF directly with our tech diligence process, as required. Since we have been working with the Freeman Clarke team we have been introduced to a number of their excellent people. Freeman Clarke have worked hard to understand our needs, are quick to respond and provide first class leaders with relevant skills around the entire country. We look forward to continuing our successful relationship.”

Andy Watts, Portfolio Talent

GHO Capital

“GHO has been working with Freeman Clarke for several years on a range of engagements with several of our portfolio companies. Freeman Clarke have provided pre-deal advice, they have conducted Due Diligence projects, and they have planned and delivered complex systems and digital integration strategies. They are an important and reliable partner and their people have been excellent.”

David Miller, Operating Partner