Financial Modelling Associates

Financial modelling experts helping our clients to gain insight and shape success

We offer a unique combination of sector knowledge, technical expertise and client service in all areas of financial modelling, management reporting and analysis. Outstanding client service, innovative solutions and cross sector experience combine to deliver great value and insight to our clients.

Financial planning & analysis
Management reporting
Fund & portfolio modelling
Valuation, bid & project finance models
and more…

We work across the public, private and third sectors for a wide range of clients from corporates, fund managers, private equity, government, charities and community organisations.

FMA was established in 2004 bringing together significant experience from the UK ‘big 4’ business modelling and corporate finance teams in London.

Some screenshots of our work are shown here. We take great pride in information rich outputs, dashboards and visualisations. This is because we believe that financial models are tools for communication as well as calculation.

Our principles:

Clarity
Flexibility
Robustness
Reliabiity
Useability

Careful application of these principles mean our models are now trusted with over £8bn of assets under management.

Financial Modelling : Fund Model — Fund Model Dashboard

Financial Modelling : Portfolio Model — Investment Portfolio Model

Financial Modelling : Project Finance — Project Finance Model

Financial Modelling : Financial Planning — Financial Planning Model

What our clients say…

“They not only possess the highest technical expertise and complete professionalism, but are also able to really understand and analyse the fundamental nature of a business and translate this into tools and models of the highest quality. I would not hesitate to recommend them to any business.”

“The best solar portfolio model we’ve ever seen.”

“Please do your magic again.”