60-Minute Upskill Sessions Going Well

Our 60-Minute Upskill sessions are going well. Feedback has been great. There is a lot of expertise within PortfolioExec. Our Associates are skilled, experienced, professional, and very approachable. We are looking forward to our next one, entitled ‘Be the Architect of Your Future Success’ led by Bernadette Willems.

This workshop will show you how you can:

– Let go of negativity,

– Stop bad patterns and habits that keep you repeatedly doing the same thing,

– Rediscover your ambition and drive,

– Improve your relationships,

– Find the internal confidence and joy to live a happy, healthy and successful life.

Bernadette is an experienced, energetic and enthusiastic high-performance, transformational coach. As a lawyer mediator, published author and trainer, she has an abundance of skills to help make a difference in people’s lives.
Discovering and harnessing your own personal natural talent enables you to spend time doing things you love, which then do not feel like work!

Launch of our 60-Minute Upskill Sessions

We have launched our 60-Minute Upskill sessions. The first one is being run by our Associate, Chris Jones of gunnercooke and will be about Directors’ Duties and Responsibilities, aimed at those business owners who are suffering from financial distress or have clients that are suffering. We have many more session to come. The next two are about planning to Survive Coronavirus freefall and the benefits and challenges to look out for if beginning to export.

We’ve Moved Online

Our Forums have moved online. If the Coronavirus crisis has caused some concerns among our members as to what the future holds for our businesses, it has also brought us all closer together and shown us how important our support network is. The community element in PortfolioExec is stronger than it has ever been.

Need Help through the Coronavirus Crisis?


This is a worrying time for business owners, especially for those not used to operating remotely. Everyone must find different ways of working. PortfolioExec is a business consortium made up of specialist Associates who work with SMEs and who are used to working remotely with business owners. If you need business advice, or need to outsource tasks temporarily, we can help in many areas, including the following:

Disaster Recovery,

Access to Funding,

Managing Cashflow,

Corporate Recovery and the Legal side of Financial Distress,

Debt Renegotiation,



Linking your IT systems up,

Administration Support,

Managing Marketing/Brand Awareness,

Managing your Digital Face,

Strategic Review/Business Planning Risk Management,

Staff Motivation,

Staff Management,

Dealing with Mental Health issues Leadership Development (this may be a good time to start working on your own development),

The above list is not exhaustive. If you have any concerns that you don’t see on this list, please contact us anyway. The likelihood is that we can help, or, at least, point you in the right direction. In the first instance, please contact Anita on , with a brief explanation of your request, and one of us will get back to you.

Interesting Forum

Thank you to all who attended our Forum last Friday. Mark Blanchard gave us an update on our working group’s progress on the skills transfer initiative. Well done to everyone involved on the progress so far.

Charlotte Dean from P3PM led a robust discussion on mental health and drug use issues in the workplace and how companies are dealing with such issues and how managers can signpost staff to the appropriate sources for help.

Thanks also to Chubb Insurance for providing the venue.

PortfolioExec courses for the NW Lancs Chamber of Commerce

4 great courses are being delivered in February, for the North & Western Lancashire Chamber of Commerce, by the following PortfolioExec members.
25th Feb –  Anita Shaw:
Writing Copy that Sells
Proofread Like a Pro
27th Feb – Mark Bosworth:
Creating a High Performance Culture
Successful Change Management
To book on any of them, go to https://www.lancschamber.co.uk/training/

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.