I help regulated service firms — and other process-heavy businesses — turn manual, repetitive work into automated workflows: finding the work worth automating, building it on tools you already trust, and leaving your team in control of it afterwards. No data team to hire. No transformation programme to wait for.
Most AI money is wasted by reaching for a big, custom build when a prompt or a simple integration would have done the job. I always solve at the smallest level that honestly fixes the problem — it is cheaper for you today and it lasts longer tomorrow. Almost every piece of work sorts into one of three levels.
Summarising threads, drafting replies, cleaning up data — ChatGPT, Claude or Copilot do this out of the box. What you need is the right prompt and a bit of training, not a build.
Re-keying data between your CRM and back office, routing enquiries, formatting reports. An automation platform connects what you already have — reliable, quick, low-risk.
Document parsing, policy logic, an assistant inside your compliance framework. Real custom work — built with guardrails, an audit trail and a human in the loop.
Whether you need to know where to start, want one process built and shipped, or want a steady hand on the tiller — there is a service pitched at the right level of involvement.
A prioritised map of every automation and AI opportunity in your business — each one classified by effort, impact and level, with a recommended order to tackle them. The right place to start if you are not yet sure where AI pays off.
Explore the Audit →A single, well-scoped automation delivered for a fixed price. We take the process costing you the most time and ship it end to end — built on the tools you already pay for wherever possible, with your team trained to run it.
Explore Kick-starters →Ongoing support for businesses that want AI and automation to keep compounding — a monthly retainer or fractional engagement, team workshops, or a structured coaching programme. Strategic guidance and implementation, without a full-time hire.
Explore Retainers →Ten years running operations in financial advice and banking taught me what it means to work under strict regulatory oversight. I build automation and AI that respects compliance boundaries and data governance by default — encrypted in transit and at rest, mindful of GDPR and data-protection duties, and defensible when someone asks how a decision was made. If a workflow touches client or sensitive data, it is designed to hold up to scrutiny.
I do not push specific software. Wherever possible we build on the systems you already pay for, and only bring in new technology when it genuinely solves a problem. Zapier, n8n, Make, Power Automate, custom API and AI integrations, ChatGPT, Claude, Gemini, Copilot, Microsoft Office, Google Workspace, Zoho, HubSpot — the right one for the job, and no more.
Not sure where to start? That is exactly what the Automation Audit is for. It gives you the map before you spend a penny on a build.
The best first step is a free 30-minute call. I will ask about your operations, you can ask how I work, and we will both know if it makes sense to go further.
Book a discovery callSend a message straight to my inbox — I'll reply personally.