About Us

Executive-level financial leadership for founders and boards navigating scale, capital, and complexity.

We partner with Startups from Series A-on, through Venture Capital and Private Equity backed Mid-size and Large Private Companies, pre-IPO, all the way through to listed Companies. 

Contact us for a confidential consultation about how we can help you.

Cross-functional capabilities: 
from finance operations to CFO services

Proven experience
Leading finance operations, reporting, strategy, governance, and financial control through rapid growth, fundraising, and restructuring.

FP&A, Financial modelling, strategy, execution
Hands-on leadership across FP&A, forecasting, board reporting, M&A, and investor communications — from decision to delivery.

Independent, outcome-driven advice
Clear judgement at critical moments: scaling, raising capital, restructuring, or preparing for exit — aligned to shareholder value, not billable hours.

 

Professional competence

Our services are headed by Mr. Vitek, an experienced CFO and finance operations lead, with additional ex Big4 audit, deal advisory, and private equity and corporate finance experience. Mr. Vitek is an ACA and CPA, and holds a Masters from the University of Cambridge. 

Trustworthiness

All services are delivered in the stricted confidence, completely unbiased and independent. 

Data driven 

We analyse beyond the numbers, to look for patterns, trends, and insights that come from years of financial experience across operational and strategic positions. 

Results-oriented

Our goal is to deliver value-add and create succesful outcomes. 

Executive-level financial leadership for founders and boards navigating scale, capital, and complexity.  

Our team is led by Mr. Vitek, a Chartered Accountant (ACA, CPA) bringing financial leadership and operational experience from senior roles held including as CFO and Head of Finance. Ex-Big4, with Audit and Private Equity Deal Advisory experience across a number of industries and client sizes. In addition to being an ACA, CPA, Mr. Vitek holds a Masters from the University of Cambridge, and a Bachelor of Business Administration (BBA). 

In addition, our team has a wide network of area-specialists for deep-dive or technical support areas including corporate finance, tax, restructuring, AI and data analytics, and Family-Office and HNWI management, to name a few.

Feedback: 
What others say about us

"A strong grasp of the bigger picture, and approaches complex matters with integrity and pragmatism. Highly effective in his engagement with the Board and committees, communciating financial issues and analyses with clarity and authority."

"Luke demonstrated outstanding technical competence across a wide range of complex areas, including financial modelling, accounting, and audit... Strengthened governance, controls, and strategic capabilities." 

"I was impressed by the quality of work and detail of analysis. Luke did an excellent job."

Request your Private Consultation

A confidential strategy call to assess your priorities, risks, and next steps
 

1st Advisory

CFO-as-a-service and related financial advisory that includes flexible, executive-level financial leadership and project delivery.

Think of us as having an experienced trusted advisor, and senior high-level finance executive available on-call and on-demand.

Our Company

1st Advisory Ltd.
13 Freeland Park
Poole, BH16 6FH
United Kingdom

Registered in England. UK Company number 12785570.

© Copyright 1st Advisory Ltd. All rights reserved. 

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