Build a stronger business, from strategy to delivery.

We help business owners, leadership teams and boards make better decisions, improve operations and put change into practice. From growth plans and operational leadership to CRM configuration, automation, AI and training, we work alongside your team to make it happen.

Honest conversations. Pragmatic solutions. Confidence that lasts.

Strategy, operations and technology consulting

Book a call

Free 30 minute introductory call.

Where we can help

  • Strategy & Growth

    Business plans, proposition development and board-level advice.

  • Operations

    Processes, people, capacity and management information, with fractional COO support where needed.

  • Technology & Implementation

    CRM setup, workflows, automation, Microsoft 365 and practical AI, with training and adoption.

  • Compliance, Governance & Risk

    Practical governance, responsibilities, controls and regulatory support.

  • Exit Planning & Due Diligence

    Prepare for sale or acquisition scrutiny, address gaps and plan integration.

  • Founder & Leadership Support

    A sounding board for decisions, delegation, priorities and leadership alignment.

Explore our services

See the work in practice

  • Operational Restructure for a Growing Wealth Firm

    Redesigning roles, workflows and workload planning, with recruitment support and founder coaching, to give a growing wealth management firm clearer accountability and reduce day-to-day pressure on senior leadership.

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  • AI Implementation in a UK Wealth Management Firm

    Selecting and piloting AI tools for meeting notes and follow-up documentation, with workflow integration, staff training and review controls to reduce administration while retaining professional judgement and oversight.

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  • Systems & Strategy for a Growing Mortgage Brokerage

    Combining business planning, practical systems and ongoing strategic support to help a mortgage brokerage organise client work, set priorities and build a realistic plan for growth.

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  • Operational & AML Control Reset for a Law Firm

    Strengthening AML and client onboarding through clearer workflows, escalation responsibilities and management information, helping a growing law firm maintain consistent records and give partners better oversight.

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  • Strategic Growth & Client Acquisition for an Accountancy Firm

    Aligning partners around growth priorities, refining the firm's proposition and pricing, and developing a focused client acquisition plan that reflects the accountancy firm's strengths, target clients and available capacity.

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  • Operational Consistency for a Multi-Site Retail Business

    Creating a consistent operating model across a growing retail chain, with clearer store processes, management responsibilities and reporting, supported by practical guidance to help managers put the changes into practice.

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  • Strategy & Growth Support for an Outsourced Paraplanning Consultancy

    Reviewing financial performance, workload and capacity, testing growth scenarios and supporting hiring decisions to help a paraplanning consultancy grow sustainably and give its director greater control over the business.

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  • CRM & Client Experience Transformation for a National Advice Firm

    Supporting CRM and client portal configuration and rollout, improving client data and adapting advice processes, with coordinated delivery and team support to strengthen adoption, client experience and management information.

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  • Building a T&C Scheme for Compliance Confidence

    Rebuilding an IFA network's training and competence framework, with clear supervisory responsibilities, proportionate assessments, practical tools and supervisor training to improve consistency and leadership oversight.

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View all case studies

How we work

We establish the priorities, agree the work and implement the changes with your team. Support ranges from focused projects to retained consultancy and fractional operational leadership.

Talk through what needs to change

Tell us what you want to achieve, what is getting in the way and where you need support. We will use the call to explore the priorities and whether we are the right fit.

Book a call

Free 30 minute introductory call.

Prefer to write? Email Hello@bonnermurray.com