About Us
About our company
KiS Advisory was started to support a segment of the business community, specifically small and medium-sized enterprises (SMEs) and mid-market enterprises (MMEs), frame the request for the best possible outcome when negotiating with Financial Services solutions providers.
Our vision
Our vision is to be a trusted partner for you on every step of the journey, someone to bounce ideas off, and take onboard the time and stress leaving you to focus on what you are good at, growing your business
15 years
Having enjoyed a 15 year career in Corporate and Commercial Banking, I have the ability to understand requests from both a Credit and Relationship Management viewpoint. The sheer number of business models analysed in detail helps to bring perspective, breadth, clarity and insight that tracks back to patterns of behaviour.
The days of a truly responsive relationship bank are fading fast.
Banking and financing solutions may be viewed as a commodity service. It is crucial for SMEs and MMEs to explore the wider market rather than rely purely on the incumbent financial institution managing their business account to service all their needs
KiS Advisory was created to be an extension of the three core principles that I have applied in all my professional and personal ventures.
- An inquisitive and entrepreneurial approach to understand what motivates you in order to explore options that best match your goals and expectations
- A personal touch – form deep relationships based on trust and friendship.
- Collaborate by continually learning from mutually beneficial partnerships formed along the journey.
KiS Advisory is well placed to work with you to tailor a request to best approach a solutions provider and navigate their Credit, Compliance and Account Opening processes.
My banking experience enables me to communicate effectively and position the request for the best possible terms for the client, whilst balancing the perceived risk & return requirements of a solutions provider.
By applying the three core principles to the vision, KiS Advisory aims to provide a bespoke service, with a personal touch, using the expertise and relationships formed in Financial Services to collaborate and navigate in a dynamic marketplace.
KiS Advisory has helped clients across several industries access bespoke solutions from a range of solutions providers including banks, alternative finance providers, and debt funds.
Founder & Director
Indy has worked at two leading banks in the UK since starting his career on the Graduate Training Programme at HSBC in 2004. Roles in Retail, Corporate and Investment Banking have helped to form his rounded understanding of Financial Services, from taking retail deposits to underwriting Debt Capital Market transactions.
Indy has worked extensively on understanding client requirements and recommending product development to deliver bespoke client solutions.
For example, Indy worked with membership bodies allied to Real Estate Services enabling their members to open General Client Accounts whereas the industry norm required Segregated Client Accounts. Indy also presented tailored solutions for Insolvency Practitioners and Wealth Managers by understanding their requirements and commercialising the opportunity for the Bank.