Driven by Expertise. Designed for Impact.

Stepping beyond the constraints of traditional wealth management roles to focus on the forces reshaping today’s financial services.

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A Modern Partner for Financial Transformation

Sharp Strategy, Real Results, Backed by Experience

In a sector built on trust and tradition, Pivot Strategies brings clarity, structure, and forward thinking solutions. 

We partner with financial service firms to align strategy with capability, enabling measurable and sustainable growth. Its time to pivot decisively from where you are to where you need to be.

Let's talk strategy

Our Story

Pivot Strategies is a boutique UK consultancy founded by senior industry leaders Liz Alley and Felicity Sherman. United by a shared vision for the future of financial advice, we focus on the problems that matter and help the industry redefine how advice and wealth management must deliver over the decade ahead. As practitioners - not traditional consultants - we work across the entire ecosystem, supporting organisations as they navigate the structural, commercial, and cultural shifts reshaping the future of advice.

Liz Alley

Liz Alley

Managing Director
Liz has 26 years’ experience driving growth and transformation across wealth management. She has led end-to-end operations across multiple channels, combining deep expertise in financial planning with strategic transformation. Her work spans proposition development underpinned by robust regulatory governance, the design and implementation of risk and control frameworks, and the build of scalable operating models aligned to the full client journey from acquisition and onboarding through advice delivery, servicing, and retention. This includes operating model design, cost optimisation, and embedding controls that balance commercial outcomes with regulatory and customer obligations.
Felicity Sherman

Felicity Sherman

Managing Director
Felicity has deep expertise in mass affluent financial planning, digital transformation, and customer-led proposition design. She has led customer journey & business transformation across multiple channels, including internal structure, risk, controls & governance and people capabilities. She has extensive experience in launching successful propositions to commercial & regulatory success. She helps financial services firms modernise operations, improve margins, and build stronger client relationships combining data, technology, and cultural insight to drive lasting impact.

Our Services

Operating Model Optimisation

Optimise your operating model with the right technology, data platforms, and processes.  

Stretching and reshaping the operating model to unlock greater value is a strategic imperative. We partner with you to analyse, reimagine and deliver an operating model that’s scalable, resilient and fit for the future. The focus is simple: drive efficiency, elevate the client experience and expand margins.

Proposition & Growth Strategy

Creating a customer obsessed proposition, that will drive your company’s growth to its full potential.

Whether it’s a complete rewrite or a targeted refresh, we combine market insight with decades of experience to move your proposition forward. From pricing and digital design to marketing success, we help you strengthen what matters most.

Modernising the Financial Adviser​

Whether its reviewing adviser roles and performance or designing new capabilities and journeys – we are passionate about repositioning your adviser culture to complement your new operating model and create the financial adviser of the future.

Risk & Regulatory Refinement

Enhance governance, controls, and regulatory confidence.  

We can design practical risk frameworks, streamline compliance processes. From Consumer Duty to targeted support. We help you optimise your risk whilst enabling operational resilience, and conduct risk, thus enabling sustainable, well managed growth.

Our Approach

Advise

We offer a full strategic consultancy service that can help you to analyse, examine, and uncover potential avenues for future success.  

We can combine external insight and expertise, with first-hand experience of the reality of strategic implementation.  

Collaborate

We work closely to cocreate solutions that are practical, ambitious and owned with pride.  

With a focus on transparency and shared ownership, we embed change that lasts and ensures improvements continue well beyond the project.  

It’s your journey and your end goal – but we have the experience to help you navigate how to get there.

Execute

We turn strategy into measurable results. We can answer the questions of what you should do – and more importantly – what is going to stop you from achieving it.  

Following decades of combined experience, we’ve got the evidence and the methodology to ensure successful outcomes.  

From risk mitigation, cost reduction through to people reorganisation – we can pivot you with purpose. 

Contact us

Email: info@pivotstrategies.co.uk