About Us:
Mission Statement - Why we exist - a community of Directors and Business Professionals who provide solutions for the SME market place on a part-time or project basis.

Members’ Value Added Proposition - PortfolioExec is a membership organisation that helps professionals who are looking to build a client portfolio. We promote peer to peer learning, business opportunities, comradeship, collaboration, support, continual professional development and friendship in a relaxed environment.

SME Value Added Proposition - We provide affordable, flexible expertise to SMEs. Our directors become the trusted advisers and the route to a range of solutions using the skills and expertise within PortfolioExec.  

Our Members are defined by 4 key values: 
professionalism, integrity, approachability, pedigree

About You:
Be part of a network with focus and drive – you have targets … so do we!

• You’re looking to develop or add to a ‘portfolio’ of interests in the owner-managed SME sector as a Coach/Mentor, Project Manager, Interim, Equity Investor or Non Executive Director (Associate Membership) and you are available

• You specialize in a particular area of business support or consultancy and are looking to expand your client base 

• You are a professional firm within the SME space and wish to add value to your offering and find new clients through networked referral (Corporate Membership – protected & exclusive categories)

• You can offer and benefit from Sponsorship support (we’d love to hear from you)

To find out more about becoming a member of PortfolioExec or about how our professionals can help your business, please contact Anita Shaw on anita@portfolioexec.com.



PortfolioExec Ltd

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PortfolioExec Ltd

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Teams

Offices

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