How It Works
A Structured Path from First Consultation to Operational Readiness
Five stages, one adviser throughout, one clean file. Every stage is walked through with the person handling your matter.
- 01
Private Consultation
- What happens
- A confidential conversation to understand your business, timing and intentions.
- What you provide
- A brief summary of the business, markets and founder situation.
- What we coordinate
- Structuring the conversation and identifying the appropriate service pathway.
- Deliverables
- A written summary of the discussion and recommended next step.
- Third-party dependencies
- None at this stage.
- Next milestone
- Advisory Review.
- 02
Advisory Review
- What happens
- Structure, directors, shareholders, address arrangements and package are agreed in detail before anything is filed.
- What you provide
- Passport and address evidence for each director; company name preference.
- What we coordinate
- Identity verification checklist, structure drafting and package confirmation.
- Deliverables
- Signed engagement letter, structure summary and identity pack.
- Third-party dependencies
- None yet — files are prepared but not submitted.
- Next milestone
- Formation and Structure.
- 03
Formation and Structure
- What happens
- The company is incorporated at Companies House and the corporate document set is prepared.
- What you provide
- Any outstanding documents; final approval of the structure summary.
- What we coordinate
- Companies House submission, PSC register set-up and issuance of the Certificate of Incorporation.
- Deliverables
- Certificate of Incorporation, memorandum, articles, share certificates and PSC register.
- Third-party dependencies
- Companies House filing timings sit with the Registrar.
- Next milestone
- Operational Readiness.
- 04
Operational Readiness
- What happens
- Addresses configured, banking and payment-provider dossier prepared, VAT and EORI coordinated where required.
- What you provide
- Source-of-funds information, activity description and website copy for review.
- What we coordinate
- Banking and payment-provider readiness dossier and, where applicable, VAT / EORI applications.
- Deliverables
- Prepared banking dossier, address configuration and any VAT / EORI acknowledgements.
- Third-party dependencies
- Bank and payment-provider approvals sit with those third parties.
- Next milestone
- Ongoing Support.
- 05
Ongoing Support
- What happens
- Compliance calendar mapped to your year end; adviser retained for the first year.
- What you provide
- Notice of any material changes to directors, shareholders or business activity.
- What we coordinate
- Confirmation statement, PSC updates, filing reminders and second-opinion advisory.
- Deliverables
- 12-month compliance calendar and a documented point of contact.
- Third-party dependencies
- Ongoing filings at Companies House on the company's schedule.
- Next milestone
- Renewal or transition to a light-touch retainer.
Communication standards
One adviser, direct email, scheduled calls when useful. WhatsApp Business is available for written follow-up. Telephone calls run through the UK office line or a scheduled consultation.
Professional boundaries
Regulated legal, tax and accounting advice are outside our advisory scope. Where required we may coordinate an introduction to an appropriate independent professional.