Over 75 years of combined experience, one concentrated hour, your plan.
We offer one complimentary Strategy Workshop each week to a financial firm ready to transform its growth trajectory. An owner-level session with The Forge director team: your Edge Index findings, translated into the moves that compound.
The clarity it usually takes a year of meetings to land.
One concentrated hour with the senior team that has spent fourteen years working only with SME financial firms. Compressed into one room.
A clear action plan
The 12-month direction agreed at owner level, with the three or four moves that compound. No vague slides. Specific deliverables, in sequence.
Named key challenges
The critical commercial and brand barriers in your way, surfaced from the Edge Index data and pressure-tested live in the room.
Activated vision
Practical next steps your team can run with. No follow-up document required to know what to do Monday morning.
One concentrated hour with the full director team.
Most firms see one consultant. You get all three directors at The Forge in the same session — over 75 years of combined experience across marketing, engineering and customer experience, applied to your specific position.
It is a serious commitment of our senior team's time, which is why we offer one complimentary place each week and review every application. If you're accepted, you've already won the hardest part.
Ben Summers
Growth Strategy PartnerJames Montgomery
Technology PartnerMartin Jewiss
Experience PartnerStructured, not free-form. Compressed, not rushed.
No PowerPoint warm-up. The Edge Index work has already been done. One concentrated hour about decisions, not diagnostics.
The diagnosis, walked
Your Edge Index and Priority Plan presented live by the team that built it. Where you stand on the matrix. What the data says about your trajectory.
The moves, debated
Working session: the three or four highest-impact moves for the next twelve months. We pressure-test them against your resources and your owners' priorities, in the room.
The plan, committed
Sequence, owners, success measures. You leave with a 12-month plan you can run yourself, take to Growth Partners to deliver, or use to scope another partner.
Who the Workshop is built for.
The Workshop is selective by design — one complimentary place each week. We prioritise the firms most likely to compound from the work, and the application below is how we choose.
- SME financial services firm (insurance, wealth, accountancy, fintech, advisory)
- UK-based or operating in UK financial services
- Owner or director able to attend the full hour
- Has run a free Edge Index, or willing to
- Considering Growth Partners Programme as a next step
- Genuinely open to changing course on the back of the work
The fastest path in: start with the free Competitive Edge Index. It is the pre-qualification we need to run a useful Workshop and it tells us whether your firm is a fit for the Programme.
Claim your firm's benchmark →
One place each week · by application
The application takes four minutes. It's how we choose.
We want every attendee to get maximum value from the hour. A few short questions tell us whether we can give you meaningful strategic input — and they make the session sharper before anyone enters the room.
Apply for the free Strategy Workshop
Ballpark from · plus /yr ongoing
First-pass indication. Final quote depends on scope — we'll firm it up after a conversation.
That's the hard part done.
We review every application personally. If your firm is a fit, you'll hear from us within two working days with the available place. Strengthen your application while you wait: run your free Edge Index if you haven't already.