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Advisory
Practical support for organisations making decisions about sustainability, finance and workplace change.
Start with the decision you need to make
We work with businesses, financial institutions, non-governmental organisations and public-sector organisations. An engagement can focus on a defined question or provide support through assessment, planning and implementation.
Choose a subject below. We will establish the relevant context, responsibilities and evidence before recommending a scope.
Our advisory services
For the reporting standards, disclosure frameworks and sustainable-finance requirements behind our work, explore ESG & Sustainability.
ESG Strategy, Governance & Reporting
Connect environmental, social and governance (ESG) priorities to business decisions and clear responsibilities.
What we can work on: Current practice and gaps; materiality and stakeholder needs; governance arrangements; reporting preparation; and communicating progress with appropriate evidence.
Possible outputs: A priorities assessment, action plan, responsibility map or reporting roadmap. The scope and outputs are agreed for your engagement.
Climate Risk & Environmental Management
Understand where climate and environmental issues affect operations, portfolios and planning.
What we can work on: Physical and transition risk, climate scenarios and stress testing, operational and financed emissions, and transition-planning inputs. For financial institutions, scope may include links to capital planning and credit-risk analysis. Relevant methods and reporting requirements are selected for the engagement.
Possible outputs: An exposure assessment, documented assumptions, scenario analysis or transition-planning inputs. The scope and outputs are agreed for your engagement.
Sustainable Finance
Consider how sustainability objectives, evidence and responsibilities fit financing and institutional investment decisions.
What we can work on: Financing options and frameworks, relevant indicators, monitoring and reporting arrangements, and the evidence behind sustainability claims. Where relevant, explore how gender considerations inform the objectives and assessment of an investment approach.
Possible outputs: An options assessment, financing-framework outline or reporting requirements map. Technical emissions measurement sits within Climate Risk & Environmental Management. The scope and outputs are agreed for your engagement.
Business Planning & Funding Readiness
Prepare a clearer case for your next funding conversation. This pathway is relevant to established businesses, project organisations and women-led enterprises.
What we can work on: Assess readiness; examine the business case and financial assumptions; organise required documents; and identify evidence gaps. Social impact planning can define intended beneficiaries, outcomes, indicators and how evidence will be collected.
Possible outputs: A readiness assessment, financial model, document plan, business case or impact framework. Funding decisions remain with the relevant funder; preparation does not guarantee funding. The scope and outputs are agreed for your engagement.
ESG Data & Digital Tools
Make information easier to collect, check and use.
What we can work on: Map users, data sources, definitions and information flows; design practical collection and reporting tools; establish ownership, checks and an agreed support model.
Possible outputs: A data map, requirements specification, prototype, reporting dashboard or data-control guidance. We agree the build, hosting and maintenance scope before delivery. The scope and outputs are agreed for your engagement.
Ways to work together
Focused assessment
A defined review of a question, gap or proposed next step, with an agreed output.
Project support
A scoped programme of analysis, preparation and implementation support.
Ongoing advisory
Regular support around agreed priorities, responsibilities and review points.
For taught learning, see Programmes & Workshops. For individual development, see Coaching.
Common questions
Which advisory service should we start with?
Start with the decision you need to make. Funding preparation sits within Business Planning & Funding Readiness; workplace practices within Social ESG; and reporting priorities within ESG Strategy, Governance & Reporting. If several topics overlap, describe the situation in your enquiry and we can help define a starting point.
Can we focus on one issue rather than a large project?
An engagement can address a defined question or gap. We agree the scope and useful output before work begins, then discuss whether further support is needed.
What information is useful for an initial discussion?
A short description of your organisation, the decision or challenge, relevant deadlines and the information you already hold is enough to begin. We can identify which documents may be useful once the scope is clearer.
How are advisory work and training different?
Advisory work produces agreed analysis, plans or tools for your organisation. A programme or workshop develops participants’ knowledge through learning and exercises. The appropriate route depends on whether you need a project output, learning, or both.
Does funding-readiness support guarantee finance?
No. The work helps organise the business case, financial assumptions and supporting evidence. Decisions about grants, lending or investment remain with the relevant funder.
How will we know whether the work is progressing?
The engagement should set out the outputs, responsibilities and review points. Progress is considered against that agreed scope, with assumptions, information gaps and changes discussed as the work develops.
Do we need a fully defined brief?
No. Start with the decision or difficulty you face. We can clarify the question and propose a manageable scope.
Can you work with our existing documents and systems?
We begin by identifying what you already have, what is usable and where additional work is needed. Access and confidentiality arrangements form part of the engagement.
What does an advisory engagement deliver?
The proposal sets out the work, outputs, responsibilities, timing and fees. The examples above help frame a conversation; they are not a fixed package for every client.
Let’s discuss your next step
Tell us what you are working towards and where you would value support.
Start a conversation
Social ESG & Inclusive Workplaces
Turn commitments to people into practical workplace action.
What we can work on: Establish a baseline, listen to employees, select priorities and review policies and everyday practices. Scope may include gender equity, manager support, return-to-work arrangements, wellbeing and inclusion indicators.
Possible outputs: A baseline, prioritised action plan, implementation responsibilities and a proportionate review framework. Personal coaching conversations are not employer reporting outputs. The scope and outputs are agreed for your engagement.