Portfolio Management

Our consulting approach makes us different: we consistently deliver value through a client-focused approach to account management, portfolio management and client relationships.

100 percent focused on delivery, we address the specific needs of every client and every situation, engaging in the most positive and proactive ways.

This includes tailored account management and delivery, with service and support ranging from informal advice to exhaustive audits and healthchecks, from ad hoc project work to targeted compliance and demand reduction activities to drive operational efficiencies and cost savings.

Promising consistency in personnel and experts who are always up to date with the latest energy trends and technologies, we believe in building long-term client relationships.

  • Single point of contact and accountability
  • World-class mobilisation
  • Industry-leading negotiation
  • Personalised client portal for every element
  • Targeted market intelligence
  • Bespoke risk policies and risk management
  • Financial position reporting
  • Active contract management

Dedicated Account & Contract Management

Our organisational structure is specifically designed to enable continuity of contact and support for clients. Once engaged, we identify key account management personnel to act as the single point of contact, tasked with developing strong working relationships and focusing on client needs at all times: managing accounts and contracts in the most focused and flexible ways to drive performance improvements. Our role is to ensure optimised relationships and optimised supplies, delivering and maintaining operational gains and cost savings on an ongoing basis.

Our approach can include a member of our team acting as energy manager on a client’s behalf, focusing on the areas or activities where performance can be enhanced or may have declined, investigating issues and then working alongside site teams to plan and implement improvements.


We are the experts in fast and effective client-focused mobilisation, whatever the solutions or services, to ensure clients start benefiting as quickly as possible. Once a client confirms an order and signs a contract or letter of intent, our Mobilisation team:

  • Arranges an internal account management briefing
  • Plans a client mobilisation meeting with all stakeholders, including agreed actions and timescales
  • Obtains a client-signed authorisation form
  • Arranges a handover meeting from incumbent suppliers as required
  • Creates new client accounts and adds client sites to our systems
  • Provides client feedback and resolves queries
  • Initiates Quality Assurance (QA) systems
  • Tracks activity and ensures actions are completed
  • Commences operational activities

Site Additions & Disposals

We are available to plan, onboard, connect and dispose of commercial gas, electricity and water supplies into new sites and buildings, and when existing supplies require changes or alteration. Dealing with complexity in energy portfolio management on behalf of our clients, our expertise means we can ensure site operations are planned, monitored and completed in the most focused and cost-effective ways, and in the shortest time frames.

Our experience and depth of resource mean we can undertake work of any size and at any stage of the supply operation, including designs, project management, supplier choice, field operations, meter connections and other associated building services. This includes with all relevant stakeholders and third parties including building and estate managers, facilities, developers, project managers, utility companies and local distribution companies. Our primary objective in every situation is to deliver the most effective service for our client.

Tariff Analysis

As part of our end-to-end approach to portfolio management and helping optimise business energy and business water supplies, we conduct expert Tariff Analysis to identify the rates that best suit an organisation and its specific requirements.

Our team analyses rate structures and options in an approach that involves looking at usage patterns at individual sites or locations, operations and production schedules, changes in load, an organisation’s risk appetite and more – and taking a close look at historical billing and invoices. We can then evaluate all energy and utilities tariff options available and identify the lowest cost/highest value solution, which may include preferred rates.

Related News & Insights