Manchester business celebrates fifteen years of putting people first

This article appeared in ‘Entirely North West’ on October 3rd, 2019. It features PortfolioExec member, Charlotte Dean and her company, P3 People Management celebrating their 15th birthday. We wish them all much success for the next 15 years.




A Manchester-based HR provider is celebrating fifteen years in business this week and has set its sights on becoming the region’s leading provider of outsourced HR.

Charlotte Dean, founder of Altrincham-based P3 People Management, set up the business in 2004 with a determination to show SMEs that by putting their employees first, they can increase the profitability of their business.

Over the last fifteen years, Charlotte has grown the business significantly, largely through reputation and referrals, and has seen a steady increase in revenue. P3’s team of ten HR advisors and consultants have worked with more than 150 businesses across Greater Manchester which, between them, employ over 9,000 employees.

Charlotte, Dean, Founder and Director of P3 People Management, said: “Over the years we have had our successes and challenges, yet we have continued to retain and grow our client base. In fact, over 65% of our clients are retained businesses from the professional services sector as well as from manufacturing, engineering and retail. Our service offering has matured and expanded over the years so that we truly are a holistic HR service for SMEs.

“The team of advisors and consultants we have built is incredible and our continued success would not have been possible without their knowledge, skill, commitment, enthusiasm and patience. We truly have the best team in town.

“We’re very excited about the future and have great ambitions for the business. Ultimately, our goal is to become the outsourced HR provider of choice in the North West and with the team we have built, I am very confident we will get there.”



What would a cyber attack look like in the real world?

According to Hiscox, 47% of small firms experienced a cyber attack in 2018.

Thank you to Gary Brotherton and Carl Jones at Jelf Insurance Brokers for hosting a very interesting and enlightening session, focussing on the huge increase in cyber fraud and resulting insurance claims.

Hiscox have made a video, which illustrates, quite vividly, how easily a cyber-fraud can take place. It shows what it would look like in the ‘real world’. The staff at the targeted company were told that cameras were there for a documentary but they had no idea what was about to happen. Their reactions are genuine.



Proud Members of the NWLCC






PortfolioExec is delighted to announce  that we are members of the North and Western Lancashire Chamber of Commerce.

The North & Western Lancashire Chamber of Commerce (NWLCC) is the region’s largest business membership organisation representing 1,600 members in Lancashire.

We are looking forward to being part of such a well-respected organisation.



Delighted to Become Members of the NWLCC






PortfolioExec is delighted to announce  that we are joining the North and Western Lancashire Chamber of Commerce.

The North & Western Lancashire Chamber of Commerce (NWLCC) is the region’s largest business membership organisation representing 1,600 members in Lancashire.

We are looking forward to meeting its members over the next year.



PortfolioExec would like to wish everyone a very merry Christmas. We are looking forward to a very productive year in 2019.

Thank you to all our members for your support over the year. We couldn’t do it without you.

If anyone reading this page would like to find out more about PortfolioExec and discuss becoming a member, please do not hesitate to contact us on

We would be delighted to hear from you.

Ian and Anita

Venues Wanted!

Metrobank Event 15th Sept 2015 PortfolioExec hosts a number of events each year and we need venues in which to hold them. We often use our corporate partners’ offices but, sometimes, this is not possible due to availability or size of facility.

If you have a business in Manchester and would like to host one of events at your offices and have space for both smaller groups of 12 and/or larger groups of up to 25, please do get in touch. As Host, you would be able to do a 20 minute presentation to attendees. We would ask you to supply refreshments. The benefits to you are:

  • A number of SMEs coming onto your premises
  • Raised awareness of your company
  • Targeted introductions to our members
  • The opportunity to become an Associate or Corporate Partner of PortfolioExec (not obligatory)
  • Become part of our ‘Friends’ list and receive some news and opportunities from us

If you are interested in hosting a PortfolioExec event, please contact us on


PortfolioExec WhatsApp Members Group

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We now have approx 30 people in our WhatsApp group and it is working really well for instant feedback on survey questions and dates and venues for events etc. 
Whats App is a free download Application for Mobile phones, with free usage, including abroad for messaging, pics etc. 
Ian Theobold is the Moderator and Owner of this Group.
Please note – this group is for PortfolioExec Members only.
If you want to be included, please email with your consent and mobile number.


Development of PortfolioExec London Hub

We are still looking for someone to take a lead role in the development of our London Hub.
It needs to be someone based in the London area but could be a real part-time income opportunity for the right person(s).
If you know of anyone who may be interested in the opportunity, please contact Nigel on








Investment Opportunity

KanGaRoo LogoThe current climate for digital and new technology investment can often mean that exciting new ventures in the design for social and educational products that are neither digital nor high tec are overlooked; to the detriment of products users, the products retailer, the product developer and the investment opportunity.

KAN-GAR-ROO specialises in the design and development of innovative new generation educational furniture, targeted at children, teachers and parents, and is seeking prospective investors to support its new venture into the retail and household markets.
The two current directors of KAN-GAR-ROO Ltd are:
Steve Hoffman, who is Design Director and has 25 years of experience and skill in Product Design, particularly within the education and child play arena.
Sally Chan, the other director, is also a senior teaching fellow in marketing at Leeds University Business School and Marketing Director for KAN-GAR-ROO. She has a keen interest in how children interact with educational furniture.

We have an investment opportunity that will be particularly relevant to investors with an interest in:
· The development of innovative and contemporary education and social play furniture for the retail and education
· Supporting innovative and sustainable indigenous product design and manufacture.
· Being part of, and contributing to, a very creative practice with a 15% initial shareholding offer.
If you are curious about KAN-GAR-ROO’s investment proposition or think you know someone who may be interested, please contact either:
Steve Hoffman on 07715 169 354 / Sally Chan on 7860 467 756 /

R&D Tax Credits

Jumpstart are the UK’s leading R&D tax credit specialists, providing a complete service in claiming for R&D tax relief on
your behalf. They work as a partner for Accountants or for companies needing to jumpstart their own claims.
The R&D tax relief scheme is designed to encourage innovative thinking and push the boundaries of available science
and technology. It is about rewarding achievements and pushing the UK to the forefront, which is why the Government
is investing more into the scheme year on year!

If you think you or any of your clients may be able to claim back some tax around R&D, do get in contact with us at