Management Consultancy · Financial Services · Jersey
Get Momentum
Freeing business leaders to focus on clients & growth - not operational friction
A management consultancy born from 15+ years of real-world Chief Operating Officer and transformational experience, lived in regulated, offshore financial services — Banking, Trust, Corporate and Funds Services
We are a management consultancy built from 15+ years of real-world Chief Operating Officer and lived transformational experience in regulated, global financial services businesses — including Banking, Trust, Corporate and Funds. We bring the lived experience of someone who has sat in the chair, made the decisions, and delivered the outcomes — not someone who has observed from the outside.
15+ years
COO & transformation leadership
Operator-led
Real-world execution, not theory
AI-native
Modern, efficient delivery model
Jersey-based
Deep regulated FS expertise
What We Do
Five ways to work with us.
Fractional COO
fCOO Services
Embedded operational leadership drawing on proven COO experience — giving your business senior oversight and delivery capability without the full-time cost.
Embedded advisory & operational oversight
Board & management committee support
Operational excellence & efficiency programmes
Risk, governance & regulatory management
Interim COO cover & leadership continuity
Project / Programme
Project Execution & Outsourced PMO
Senior programme leadership and independent assurance for your most complex change, transformation and technology initiatives.
PMO design, build & end-to-end leadership
Technology enablement & AI deployments
System selection, migration & implementation oversight
Independent project assurance & quality review
Programme reporting & governance frameworks
Mergers & Acquisitions
M&A Support & IMO
Full deal-cycle support, separation planning and hands-on integration execution — including establishing and running the IMO.
Pre-deal, due diligence & deal structuring support
Separation planning & carve-out execution
IMO design, establishment & leadership
Integration execution & Day 1 readiness
Synergy tracking & post-deal value realisation
Advisory & Consultancy
Expert Consultancy
Practical, experience-led consultancy for transformation, Continuous Improvement, and Operational Excellence across regulated financial services.
Business transformation scoping & mobilisation
Continuous Improvement & Lean programmes
Operating model review & redesign
Regulatory & compliance advisory
Strategic change & organisational effectiveness
AI & Data Protection
AI Governance & Data Protection
Responsible AI adoption and data protection compliance — from governance frameworks and GDPR reviews to acting as your outsourced DPO.
AI governance reviews & independent assurance
AI policies, risk registers & frameworks
Jersey & GDPR data protection compliance
Privacy notices, DPIAs & records of processing
Outsourced Data Protection Officer (DPO)
The person you engage is the person who does the work.
Momentum Advisory
Why Momentum
What sets us apart.
Lived Experience — not theory
Our Founder has held COO roles across regulated financial services businesses for 15+ years. The person you engage is the person who does the work — bringing lived experience, not theoretical frameworks.
Breadth Across Financial Services
Deep hands-on experience across Banking, Trust, Corporate, and Funds — including regulated environments across multiple jurisdictions and Crown Dependencies.
Transformation That Sticks
A proven track record of scoping, mobilising, and delivering complex transformation and Operational Excellence programmes that achieve lasting change — not just recommendations.
AI-Native Delivery
Built AI-first from day one. Our methodology accelerates diagnostics, automates programme reporting, and delivers sharper analysis — senior expertise without a senior firm's cost.
