Business Planning

Providing high quality advice at competitive rates, we assist our clients in addressing the current financial pressures facing business and public sector bodies.

We provide clients with business case development, financial modelling and infrastructure finance raising expertise. Members of our team have significant experience of building and running financial models for both finance raising and operational purposes.

Our knowledge, experience and flexible approach enables us to add value to our clients. Our range of services has been developed to reflect client requirements as well as our skill base and experience.

The Business Planning Team

Rebecca Judson
Ellen Little
Philippa Billings
Jo Lees
Angela Collins
Ruth Ward
Ryan Maratta

Rebecca Judson

Rebecca established Dow Schofield Watts Business Planning in 2010 (formerly named JL Advisory) and is a Chartered Accountant with a degree in Accounting and Finance from Lancaster University. Prior to Dow Schofield Watts Rebecca was an Associate Director in the Infrastructure Advisory team of Ernst and Young (EY) and prior to that was a Manager … Continued

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Ellen Little

Ellen established Dow Schofield Watts Business Planning in 2010 (formerly named JL Advisory) alongside Rebecca Judson and is a Chartered Accountant and an Associate Member of Corporate Treasurers. Ellen started her career at Andersens in their audit department before joining the Infrastructure Advisory team in Ernst and Young (EY). She was at EY for ten … Continued

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Philippa Billings

Philippa Billings is a Fellow of the Institute of Chartered Accountants in England and Wales with over 15 years post qualification experience. Philippa trained at Ernst & Young in the Real Estate and Construction group, moving to the Infrastructure Advisory Group in 2003. She left Ernst & Young in 2009 due to a family relocation … Continued

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Jo Lees

Jo joined Dow Schofield Watts Business Planning (formerly named JL Advisory) in November 2017 as their Business Manager. Jo is responsible for the smooth running of the business, managing general client communications and ensuring all organisational resources are in place to allow the client delivery team to operate. She is also responsible for our social … Continued

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Angela Collins

Angela joined Dow Schofield Watts Business Planning in 2019. She has a wide range of financial modelling experience gained both in practice and industry. She has expertise in building and reviewing complex operational and PFI/Infrastructure models She is a committee member of the European Spreadsheet Risk Interest Group (EuSpRIG) which is one of the leading … Continued

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Ruth Ward

Ruth joined Dow Schofield Watts Business Planning in 2020. She is a Management Accountant who did her training whilst working for AstraZeneca Pharmaceuticals in various roles. Most recently she worked for Houghton PLC as a Finance Manager for the UK arm of the company. She has a strong background in the preparation of financial accounts … Continued

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Ryan Maratta

Ryan joined Dow Schofield Watts Business Planning in 2022 where he will be an Executive. He started his career 7 years ago at Drac Logistics where he was an assistant accountant, before making a move into manufacturing where he worked as an assistant management accountant and then management accountant. In his spare time, Ryan plays … Continued

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Business Planning Services

Financial Modelling

Building & running bespoke financial models to help businesses forecast results and streamline reporting processes. We also build financial models to forecast out development projects and to assist in raising finance for such projects.
Model Review

Reviewing financial models on behalf of investors, or public sector partners in order to provide assurance on integrity & accuracy.
Infrastructure Finance

Advising on public private procurement, including raising finance, to help deliver value for money infrastructure assets.
Business Cases

Preparing business cases on behalf of public sector clients in order to demonstrate value for money and affordability of capital and service projects.
Procurement Due Diligence

Completing detailed due diligence on development projects and for private sector clients seeking contract with the public sector.
Financial Model Training

Providing bespoke training courses for public and private sector Clients on financial modelling best practice and the vagaries of Excel.

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Let's Chat

Get in touch to discuss how we can work together. You can also contact us using the following form.

Business Planning

01928 378 100

Financial Modelling & Excel Training

To learn more about our bespoke training courses for public and private sector clients on financial modelling, best practice and the vagaries of Excel please get in touch.

Latest news

Dow Schofield Watts’ tax practice acquires Lancashire firm

28th September 2023

Dow Schofield Watts’ tax practice acquires Lancashire firm Financial advisory firm Dow Schofield Watts has expanded its tax practice by acquiring a Lancashire company that specialises in advising high-net-worth individuals. Burscough-based STS Europe – which is one of the leading firms of its type in the North – advises clients, including UK-resident non-domiciles, on matters … Continued