Who we help
A deliberately narrow niche
Livia works exclusively with financial services and regulated professional services firms, typically between 10 and 200 staff, that have outgrown spreadsheets but don't yet have — or don't need — a full-time analyst.
Wealth Managers
Reporting on assets under management, client performance and adviser productivity across multiple portfolios.
Independent Financial Advisers (IFAs)
Understanding which clients, products and referral sources are actually driving profitable, sustainable growth.
Investment Managers
Pipeline, performance and governance reporting that keeps investment committees properly informed.
Financial Planning Firms
Board packs and KPI dashboards that replace hours of manual spreadsheet work every month.
Accountancy Practices
Practice-level reporting on fee income, client profitability and staff utilisation across service lines.
Mortgage & Insurance Brokers
Commission, conversion and case-progression reporting that gives leadership real visibility of the pipeline.
Professional Services
Any relationship-driven, regulated firm with rich data and no one dedicated to making sense of it.
Why this niche
Firms like the ones Livia has already worked in
Experience gained inside a wealth management business translates directly: the same reporting cycles, regulatory pressures, adviser structures and commercial questions come up again and again across this sector.
10–200 staff
Large enough to generate meaningful data, small enough that a full-time analyst isn't yet justified.
No analyst in-house
Reporting is usually spread across finance, operations and whoever has time — with nobody owning it end-to-end.
Director-led decisions
Leadership teams that want to base decisions on evidence, but need help turning data into something usable.
Recognise your firm here?
If this sounds like where your business is today, it's worth a short conversation.
Get in touch