Build a Business That Works For You,
Not Because Of You.
15+ Years
Working with Professional Service Entrepreneurs since 2006
For ambitious professional service entrepreneurs who want better clients, more time, stronger systems and a business that can grow without them.
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I don’t have enough ideal clients
Transition from 'anyone who pays' to premium, high-value partnerships that respect your expertise.
Automated Marketing Machine
I don’t have enough hours in the day
Reclaim 10+ hours a week by implementing AI and delegation systems that handle the heavy lifting.
Time Freedom Mastery
I don’t have a business I could sell
Shift from a practice to a platform. Create an asset that is valuable even when you aren't in the room.
The Freedom Framework
What Do You Want Most Right Now?
Tell us where you want your business to go, and we’ll show you the most direct route to get there.
“I want a steady flow of high-value clients, without having to do all the selling myself.”
A repeatable lead generation engine that keeps working in the background.- More of your time spent on paid work, and less on speculative proposals.
RECOMMENDED SOLUTION
Create your Automated Marketing Machine with The Professional Marketing Magnet
An 18-part online course that shows you how to attract high-value clients without working harder.
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“My team is good, and I’m ready for them to take on more of the decisions.”
- Decisions made at the right level, so your desk stays clear for the work only you can do.
- A team that can act with confidence, without needing your sign-off on everything.
RECOMMENDED SOLUTION
Trusted Team Workshops
Practical in-person workshops that help you build the structure and leadership layer your team needs to run the day-to-day without you.
Book a Call with Charlie
“I’m planning to exit in three years, and I want a business a buyer will value.”
- A governance structure a buyer will trust from day one.
- Value built into the business itself, so it is worth more than the work you personally put in.
RECOMMENDED SOLUTION
Trusted Team Workshops with 1-2-1 Coaching
Group workshops combined with personal coaching to build the structure buyers look for and strengthen your business’s value ahead of your exit.
Book a Call with Charlie
Expertise Driven by Experience.
Plenty of coaches teach business growth. Very few have actually done it. Charlie has built six businesses and sold four of them, so every principle he teaches has been tested in his own companies first.
He founded Efficient Portfolio in 2006 and grew it into the Midlands’ top financial planning firm. He then sold it in 2022. He has also taken three months off every year for over a decade, which proves that a successful business doesn’t have to cost you your life. He has written about it too, in books including Entrepreneurial Happiness, The Dream Retirement, Smart Money and The Business of Endurance. He brings the same discipline to endurance sport: he is a multiple Ironman finisher who qualified for the Ironman World Championships in Kona.
He founded The Trusted Team to help other business owners do what he has done: build a business that grows, runs and holds its value without them.
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Strategic Architecture
The same structures Charlie used to scale his own firms, so your growth is planned rather than reactive.
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Founder Psychology
The mindset shifts Charlie made himself to step back and lead, rather than do everything.
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AI Implementation
Practical, tested ways to automate low-value admin, so you and your team can focus on the work that matters.
Are you ready to build a business that works for you?
We only work with a handful of firms at any given time to ensure maximum strategic focus. Book a Discovery Call to see if we're the right match.
Trusted Team Transformation
From entry-level automation to full-suite board advisory.
Webinars
Learn how to attract more ideal clients, establish yourself as the expert, harness AI and much more.
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The Limitless Life Launcher
Through a combination of coaching and exercises, this course will teach you the lessons of success and help you to set out some instantly implementable goals and actions to transform your business.
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The AI Advance
Implementing operational AI into your daily workflow.
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The Professional Marketing Magnet
How to Attract High-Value Clients without Working Harder.
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Founders Accelerator
The community, curriculum and accountability system for ambitious professional service entrepreneurs, with access to 1-2-1 coaching for you and your team.
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Trusted Team Testimonials
The Trusted Team has highlighted how important it is to work on your business rather than just in it. As business owners, we get so busy with the day-to-day that we don't often get the chance to just stop, take a step outside, and work on it. This amazing programme allows me the opportunity to do that.
Nitesh Bhundia - The Rutland Webdesigner
Business Owner
One of the reasons I chose to become a member of The Trusted Team is being around like-minded people and having the space and the freedom to be able to create new ideas and also band around a few ideas and get expert feedback.
Claire Fudge - 4th Discipline
Business Owner
Steve Price is the Managing Director at BWP Inspire, an accounting firm based in Manchester. He focuses on helping small and medium-sized enterprises (SMEs) overcome challenges such as long working hours and financial instability. Steve emphasizes the importance of financial literacy and providing strategic health to businesses, aiming to help them thrive rather than just survive. He is also involved in coaching and mentoring clients to improve their business outcomes.
Steve Price - BWP Inspire
Managing Director
Matt is the Managing Director of Accelerate Adviser Solutions, who provide holistic paraplanning and administration services that seamlessly integrate with Financial Advisers' own processes. Accelerate believe that the best financial advice can only happen when Financial Planners are given the time to focus on nurturing client relationships and building their practices. Accelerate's solutions give advisers more time to spend on their clients, their businesses and themselves.
Matt Baird - Accelerate Adviser Solutions
Managing Director
Kenneth is the Managing Director of Advanced Financial Strategies Ltd, Senior Partner Practice of St. James's Place, x6 IRONMAN and public speaker. He has been managing the personal finances of individuals and their families for over 4 decades. Trust and integrity are grounded in Kenneth's activities; his approach, and that of his dedicated team, is focused and discreet, which is why he has such trusted and enduring client and family relationships.
Kenneth Morrison – St James' Place
Managing Director
The Entrepreneurial Scoreboard
Whether it’s money, time, wellbeing or general happiness, all entrepreneurs and business owners share one common problem:
When did their passion turn into their punishment?
Across the world, millions of entrepreneurs started their businesses with a passion to create a better life. Whether they wanted a better work / life balance, or they wanted to spend their time doing what they love, business owners once had that fire inside them. But is it working out?
Lack of profit, lack of time, and serious lack of love for what they are doing, results in 80% of businesses failing in the first 5 years.
Frequently Asked Questions
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How can I sign up for The Trusted Team?
What is your cancellation policy?
How do your workshops and coaching take place?
How many workshops are there per year?
Do I need to attend every workshop or event?
