Licensed Trade & Proactive Consultancy


Licensed Trade

Examples of the work we cover and complete range of package we provide, updated, January, 2016 , typically include the categories set out below.



Clients are given a free initial consultation on start up, during which a specific quote relevant to individual business circumstances and preferred services will be agreed.

All agreements are 12 months, with a 6-month review. Terms & Conditions of business apply.

Proactive Consultancy

(for all business sectors, as well as Licensed Trade)

Our aim is to help licensed and commercial, or retail businesses, across all regions of Wales and the South West of England, to cope with the varying demands and challenges placed upon them by the customer, the supplier, the tax man and regulatory bodies, whilst keeping focused on the owner satisfying their own personal goals and ambitions.

Our existing and new clients include Public Houses, Hotels, Bed & Breakfasts, Delicatessens, Shops, Garages and commercial clients working from offices in the service sector.

We begin by meeting you to understand from that consultation what your business and own aspirations for the future may be. Document everything discussed and bring to the table objectivity so your business is appropriately geared to compliment your personal expectations from working and business.

We will be involved in you drawing up, or going back over any business plan, forecast of profit (or loss) and a budget / cash flow, to check that you have in place, or can cover, any possible financial shortfalls, retain a buffer for the if factor and where necessary have access to funds to deal with any surprises that may be anticipated at any time.

Support to help control costs, whilst encouraging sales growth, through the means of advice and regular monthly action plans and as many appropriate conversations as may be necessary. This is for the purpose of flagging up any issues to do with your trading performance figures, or plan from the outset.

In other words, preventative, rather retrospective measures identified, so any possible future trading month inefficiencies may be ironed out – to save both you and your business money / losses.

Our service extends to introducing you to training companies or personnel if employees or staff are in need coaching and streamlining your procedures.