About BeyondFS

Our mission

Strengthening Trust, Solving Challenges

To help teams in financial institutions tackle high-stakes challenges and strengthen trust in the system because we understand this work is critical to society.

Our vision

Leading Change, Delivering Excellence

To be the leading specialist consultancy in financial crime and regulatory change across Europe. We’re committed to delivering excellence on every project and making a lasting impact for our clients and the wider financial industry.

Why we exist

Turning Strategy into Results

BeyondFS was created to tackle the high-stakes challenges senior leaders in financial institutions face. Failure isn’t an option—it can damage reputations, end careers and erode trust in the financial system. Having spent our early careers leading transformation in financial services, we saw how often large consultancies failed to deliver the tangible, lasting change that clients needed in an acceptable timeframe. We knew there was a better way.

Inspired, we founded BeyondFS with a clear mission: turning strategy into results. Since then, we’ve handpicked a team of experts who share our vision, and we’ve grown by consistently delivering successful outcomes. Working side-by-side with you, we help reduce risk, strengthen compliance and create a stronger financial system. We remain committed to driving real change where it matters most.

Our Journey So Far

2018

BeyondFS was founded by our three partners, driven by a shared belief in a new type of consultancy: one that prioritises exceptional client outcomes and creates a challenging yet rewarding environment for consultants.

2020

Made our first permanent hire, expanding from a team of trusted Associates to a growing core team.

2022

Established our first office in Mansion House, marking a significant step in our growth.

2023

January

Moved to a larger office at Old Bailey to accommodate our expanding team.

2023

June

Launched BeyondAways, our quarterly team events designed for collaboration and innovation.

2024

January

Relocated to a larger office at 5 Jewry Street to support our team’s continued growth.

2024

April

Held the first in a series of training sessions at RADA Business, focused on developing world-class communication skills.

Our values

Values that make a difference

Our values shape the way we work with clients and develop our team. Founded on mutual respect, they guide our daily actions and reflect our commitment to earn your trust.

Extreme ownership

We take full responsibility for delivering successful outcomes, making your goals our own. Every member of our team steps up to solve challenges and drive results, ensuring we make a tangible difference.

Relaxed intensity

We drive continuous progress with calm focus. We work as one team and put egos aside to effectively manage stress and keep projects moving forward.

Genuine impact

We prioritise outcomes over hours, delivering real value rather than busywork. Known for our practical, effective approach, we focus on innovation and results that drive meaningful change.

Entrepreneurial Focus

We’re relentless in finding new ways of delivering value. With a deep understanding of the industry landscape, we tailor solutions to keep you ahead of the curve without overstaying our welcome.

Q&A

Overview of BeyondFS Services

BeyondFS specialises in Financial Crime and Regulatory Change across 3 areas:
- Strategy Translation & Change Execution: From strategic planning to operational delivery.
- Regulatory and Risk Management: Ensuring compliance efficiently while reducing risk.
- Technology & Data Solutions: Leveraging technology and data to meet demands effectively.
Our expertise is concentrated in Banking and Capital Markets, Asset Management and Insurance. However, we also address regulatory and financial crime challenges in related financial and even non-financial sectors.

Why Choose BeyondFS?

BeyondFS solves high-stakes challenges in financial services – in complex environments and situations where big 4 consultancy teams often lack the necessary experience and practical skills. Our handpicked specialists work alongside clients to turn strategy into results, reducing risk, strengthening compliance, and driving real change.
Our team consists of seasoned professionals with specialist industry experience and exceptional change management expertise, who can make an immediate impact. We don’t employ juniors.
Our team holds a wide range of industry-recognised qualifications such as PRINCE 2 and Agile Certifications, backed by solid academic backgrounds and years of hands-on industry experience.

Project Delivery and Approach

We use proven, adaptable approaches developed over many years leading similar projects, with clear milestones, advanced tools, and regular reviews to meet your unique needs. We take full ownership, working collaboratively to create a positive, motivating environment and sharing knowledge to upskill your teams.
We use tools such as Tableau, PowerBI, and JIRA for efficient, transparent delivery. For more specialised needs we have relationships with leading tech providers, giving us familiarity with the latest fintech and regtech solutions. Being ‘technology-agnostic’ allows us to apply the right solutions to address your specific challenges.
While BeyondFS takes ownership of delivery, we normally expect to work closely with your team, keeping you informed and leveraging internal expertise to ensure long-term success. We can tailor our approach based on your team’s availability and desired level of involvement.
Project timelines vary based on scope and requirements. Focused assessments may take a few weeks, while comprehensive implementation or remediation projects can extend over months or years. We work closely with you to define timelines and set realistic, achievable milestones that ensure quality delivery without compromising speed.

Security, Privacy, and Compliance

Our consultants follow strict confidentiality protocols, and we incorporate secure data handling practices in line with regulatory standards, ensuring that client data is protected throughout every engagement.
Of course, and ensuring a smooth transition and upskilling your team is never something we leave until the end of a project. From day one and at every stage, we focus on building your team’s confidence and capability to manage the solutions we implement, so by the time we finish, they’re well-equipped and ready to take control.

Engagement and Getting Started

We tailor our fee structure to the scope and complexity of each engagement, offering transparent, competitive, cost-effective pricing options, from time-and-materials to fixed-fee or milestone-based agreements, depending on your needs.
We offer flexible on-site, remote, and hybrid consulting models, depending on your preferences and requirements.
Simply use our Contact Us page or the form below to arrange an initial consultation to discuss your goals. We can then provide a tailored proposal, assemble the right team, and establish a detailed project plan with clear milestones to begin delivering results.

Our team

Read about some of our team

Matt NeilPartner

Matt has over ten years’ consultancy experience helping financial services clients navigate the ever-changing client onboarding and CLM landscape, building a strategic function that sets them apart from others.

Alistair CattoPartner

Al has worked for the Big 4 and boutique consultancies, delivering transformation for leading Financial Services brands. He has led multiple large-scale programmes, including the delivery of complex, global client onboarding systems.

Matt BeattiePartner

Matt has over a decade’s consultancy experience working with financial institutions to deliver global transformation programmes focused on optimising client onboarding operations and delivering regulatory change.

Jenni StenlakeSenior Manager

Jenni has over 15 years of consulting experience in financial services, delivering critical regulatory change programmes in Operations, Finance, and Financial Crime Compliance for leading institutions. She leads project turnarounds and remediation programmes, develops delivery frameworks and governance for compliance programmes, and helps clients build internal capacity.

Sophie RothbarthAssistant Director

Sophie is an experienced management consultant who specialises across banking, insurance and asset management organisations. She has deep expertise across regulatory transformation and data protection programmes and is adept at driving and embedding change. She has proven ability in delivering high profile engagements against tight timeframes across multiple financial services clients.

Greg AllsopWealth and Asset Management Lead

Greg has over 15 years' experience in Investment Banks and Asset Managers, ranging from Front Office portfolio management (investing in Public, Private and Alternative Strategies) through to significant business and operational change, leveraging technology improvements such as automation and platform redevelopment.

Jonathan KohlerPrincipal Consultant

With over 14 years of experience in programme management and frontline operations across the insurance and technology industries, Jonathan has a deep understanding of how data and technology can transform operational performance. His infectious positivity and natural communication skills make him a highly effective leader and team player.

Steph BrayManager

Steph brings over eight years of experience in Financial Crime compliance transformation, with a strong focus on AML/CTF related projects. She has led projects to design, embed, and execute customer lifecycle management processes, conducting AML/CTF risk assessments, and drafting comprehensive Financial Crime policies and standards.