What we do


Forté provides Corporate Finance Director support to SMEs and family run businesses.

The service we provide is tailored to your business' challenges and resources.

Our key objective is to improve your financial performance by understanding your current position, formulating a sound business plan and working in partnership with you to deliver it and prepare for the future.

How we do it


We deliver through a team of qualified professionals who possess strong commercial awareness across a broad range of industry sectors.

Our approach varies depending on the size, nature and objectives of your business, but typically includes the following:

- Becoming a trusted and valued partner to the CEO / MD / Owner

- Validating the business plan by challenging the weaknesses

- Communicating the numbers in a way that provides insight and understanding of the business

- Maximising profits through effective risk management and the intelligent use of cash

- Managing relationships with investors, lenders and other external stakeholders

- Ensuring financial control by providing effective leadership of the finance team

- Managing internal relationships with key operational staff

Why we are valued


Our clients value us for providing the support they want, not a service they don't.

Understanding what works is the key to avoiding failure.

Our value is being able to offer you access to a senior finance presence that you wouldn't otherwise have the financial resource to engage.

Our Financial Directors have worked at a senior level across a range of industry sectors within Cornwall. We have worked in both larger and smaller companies where access to our level of knowledge and experience in a particular sector has previously proved difficult for our clients.

Forté offer practical, unambiguous advice, clearly presented actions with timescales and an expert to deliver tasks with you.


With Forté as your Financial Director, you get a dedicated partner that delivers first class business solutions.


Working with companies and their owners to financially improve their business and promote profit growth.


Interpreting the numbers

Recording, measuring and reporting your financial data is essential. Forté will coach you to get the basics right.

  • Management information
  • Cash flow
  • Forecasts and budgets
  • Improving financial processes

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Operational insight and analysis

Optimise your resources and maximise your profits. Forté will help you to face the challenges and work with you, to improve performance and profit.

  • Profitability review
  • Cost reduction
  • Working capital
  • IT system review

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Strategic business guidance and/or planning

Financial management that enables you to flourish.

  • Confidential mentoring
  • Finance director service
  • Business turnaround
  • Raising finance
  • Succession planning

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