Synergi Finance

My team and I really enjoyed working with Phil. At first everyone was a little apprehensive, they didn't know what to expect and didn't think their input would have much affect on the direction of the business. I wanted my team to have more input into the foundations, culture, and aspirations of the business. It was important to me that we had someone external from the business that could guide us and add value. Phil has certainly provided this. His structure, advice, and engagement with the team was brilliant. It's given us a platform to move the business forward, one which we can return to time and again making small adjustments as we change our focus and strategies. I would recommend Phil to any SME whether you're a new start business or a seasoned business looking for guidance and advice on how to achieve your goals.
Rob Partridge
Managing Director

About The Company

Synergi is an award-winning commercial finance brokerage that helps business owners manage assets, cash flow, property, and sales. Working across the UK they support businesses and their customers with appropriate finance solutions to improve cash flow and increase sales.

The Challenge

Synergi were experiencing growth and success but needed help to map out the next stage of their growth journey. A fresh and independent perspective on the business was required, and it was decided that this would be best facilitated by an external expert who could manage the process with their entire team.

Key Results

  • The team fully engaged in the vision and plan
  • Personal goals set
  • Increased efficiency
  • Improved performance across the business.

My Solution

During a three-month project, the first phase involved working with the whole team at Synergi to create a shared vision and business plan. This was followed by a process mapping exercise to identify any issues, duplication of efforts, and gaps to help improve both internal efficiency and the customer experience. The project's second phase involved working with individuals in the business on their personal growth plans and goals and aligning them to the business’s goals.