Strategic Planning & Growth Strategy
Set a three-year direction, test market opportunities, and turn priorities into a working roadmap.
View strategic planningLumina Advisory Group Ltd helps UK SMEs clarify direction, improve daily performance, and take control of their numbers. Practical support for businesses with 10–50 employees.
Every engagement starts with a diagnostic. We find the root cause before recommending a plan.
Set a three-year direction, test market opportunities, and turn priorities into a working roadmap.
View strategic planningMap the work, remove delays, and reduce avoidable costs across delivery, people, and suppliers.
View operational efficiencyBuild useful budgets, improve cash visibility, and prepare the figures needed for sound decisions.
View financial advisoryImprove go-to-market choices, recurring revenue planning, and the operating model behind scale.
View technology consultingMake better decisions on stock, channels, pricing, and margins across your customer journey.
View retail consultingReview pricing, utilisation, capacity, and delivery so your team earns more from its expertise.
View professional services supportPrepare for a leadership change, stabilise a difficult period, or present a clearer case to investors.
View transition supportThe right project depends on what is getting in the way today. We will say so clearly.
Operational efficiency work can expose rework, poor handovers, and costs that rise faster than sales.
Strategic planning gives each option a clear test, owner, cost, and measure of progress.
Financial advisory puts timing, commitments, scenarios, and decisions in one usable view.
Operational redesign shows where capacity is lost before you commit to another hire.
Succession and investment readiness work prepares the business, its numbers, and its leadership story.
Keep the scope tight or bring in senior support for longer. The work stays focused.
Two weeks of interviews, data review, and a prioritised report with practical recommendations.
A fixed scope, agreed deliverables, and a clear timeline for one defined business priority.
Regular senior input for decisions, reviews, planning sessions, and the issues that appear between meetings.
Part-time operational support for a defined period when your team needs extra capacity and focus.
Good advice changes a number, a decision, or a weekly habit.
A process review removed duplicate checks and clarified handovers for a growing distribution team.
A rolling forecast gave a service business earlier visibility of tax, payroll, and supplier commitments.
A leadership team compared three market options using agreed measures before spending on expansion.
Succession planning brought owners, managers, and financial priorities into one practical timetable.
Bring the issue that keeps returning. We’ll help you define the next sensible step.
Book a conversation about the pressure on your business. We’ll help identify the right next step, even if it’s not with us.