Management Services
Strong governance. High-performance teams. Operational clarity.
Felton’s Management Services practice provides finance, audit, human resources, and governance support to businesses seeking to strengthen their management infrastructure. We provide these services either as a standalone advisory engagement or as an embedded, ongoing managed service.
Our Management Services teams bring international professional standards IFRS, IIA, CIPD, and equivalent frameworks to every engagement, ensuring that our clients benefit from genuinely world-class functional capability.
Interactive Planning Approach
We thoroughly assess your current financial landscape, taking into account both short- and long-term objectives, family dynamics, and evolving priorities. Our dedicated team supports you through every stage of the planning process and significant life milestones.
Fee Only Financial Planning
We operate on a fee-only basis, charging solely for our time and expertise. This model eliminates any commission-based conflicts, aligning our success directly with your financial progress.
Fiduciary Financial Planning
As fiduciaries, we are legally obligated to prioritize your financial well-being above all else. This means every recommendation we make is based on what’s best for you, not for us. Our fiduciary duty ensures you receive advice that is unbiased.
Professionals Only, No Salespeople
Every advisor at United Financial Planning Group proudly holds the prestigious CERTIFIED FINANCIAL PLANNER™, ensuring that every recommendation is made solely in your best interest. We are committed to transparency and integrity — never selling products or earning commissions, but focusing entirely on delivering unbiased financial guidance tailored to your goals.
Finance, Planning & Accounting
Felton operates a centralised finance and accounting capability that can be deployed in support of client businesses. We provide the full spectrum of finance function services, from transaction processing through to strategic financial planning.
Financial Reporting
Preparation and review of financial statements in accordance with IFRS and applicable local standards.
Management Accounting
Design and delivery of management reporting frameworks, including budgeting, forecasting, and performance analysis.
Tax Compliance & Planning
Corporate tax compliance, transfer pricing advisory, and tax-efficient structuring support.
Treasury Management
Cash flow management, working capital optimisation, and banking relationship management.
Financial Controls
Design and implementation of financial controls frameworks, including segregation of duties and authorisation matrices.
Internal Audit
Felton’s Internal Audit function provides independent assurance over governance, risk, and control processes. Our internal audit professionals are qualified, experienced practitioners who bring both technical rigour and commercial awareness to their work.
- Risk-based audit planning and execution
- Internal controls assessment and testing
- Regulatory compliance reviews
- Fraud risk assessment
- Audit committee reporting and advisory
HR & Talent Acquisition
People are the most important asset in any organisation. Felton’s HR and Talent Acquisition practice helps clients attract, develop, and retain the talent they need to achieve their strategic objectives.
Talent Acquisition
End-to-end recruitment services, from role definition and candidate sourcing through to onboarding support.
HR Policy & Compliance
Development of HR policies, employment frameworks, and compliance with applicable employment legislation.
Compensation & Benefits
Benchmarking, structuring, and review of remuneration and benefits packages.
Performance Management
Design and implementation of performance management frameworks, including appraisal processes and development planning.
Organisational Design
Advisory on organisational structure, role design, and workforce planning.
