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Services

Specialist financial advisory support for complex NHS and public sector programmes

Caveonan provides senior financial advisory, assurance, and modelling support to NHS and public sector organisations delivering complex investment, transformation, and reconfiguration programmes.

Our work is designed to support confident decision-making, withstand assurance scrutiny, and reduce late-stage risk, combining deep technical expertise with experienced strategic judgement.

Business Case & Financial Assurance Readiness Diagnostic

Early, independent insight to surface assurance risk before it becomes visible

When this is most useful

  • Ahead of Strategic Outline Case (SOC), Outline Business Case (OBC), or Full Business Case (FBC) submission  

  • Prior to NHSE, regional, or system-level assurance review  

  • Where timelines are compressed and confidence in assurance readiness is critical

What this diagnostic provides

  • Rapid senior-level review of financial models, assumptions, and logic  

  • Assessment of alignment with Green Book and Five-Case Model expectations  

  • Identification of likely assurance challenge points and priority risks  

  • Clear, decision-ready recommendations to support early intervention​

What this is (and is not)

 âœ”  A focused, time-bound assurance-readiness diagnostic  
 âœ”  Independent challenge informed by NHS, regional, and national scrutiny  

 âœ–  Not a model rebuild  
 âœ–  Not business case drafting  
 âœ–  Not programme delivery

Designed to be proportionate and compatible with NHS governance and assurance processes.

Related resource

For organisations preparing for assurance or seeking early insight into potential financial and governance risk, we have published a short overview document outlining our Business Case & Financial Assurance Readiness Diagnostic. â€‹This outlines how we approach early-stage review, the types of issues typically surfaced, and how the diagnostic supports proportionate, assurance-ready decision-making.

View the Diagnostic overview (PDF)

Strategic Finance Advisory & Critical Challenge

Ongoing executive-level decision support for complex programmes and portfolios

When this is most useful

  • Major capital or transformation portfolios spanning multiple schemes  

  • Periods of heightened scrutiny, uncertainty, or assurance pressure  

  • Situations requiring independent challenge without adding headcount

What this advisory support provides

  • Independent strategic challenge and senior financial judgement  

  • Cross-programme financial coherence and early risk identification  

  • Support with assurance positioning, escalation readiness, and decision confidence  

  • A trusted sounding board for Executive Directors navigating complex, high-risk programmes

What this is (and is not)

 âœ”  Executive-level advisory access and critical challenge
 âœ”  Complements existing delivery and programme teams

 âœ”  Informed by national assurance experience
 âœ–  Not day-to-day modelling
 âœ–  Not a delivery or interim resource

Major Business Case & Strategic Financial Modelling Delivery

Robust, assurance-aware financial modelling and business case delivery for complex NHS programmes

When this is most useful

  • Capital redevelopment, reconfiguration, or service transformation programmes  

  • Strategic investment decisions requiring detailed affordability and sustainability analysis  

  • Programmes preparing for formal assurance and approval

What this delivery support provide

  • Assurance-ready financial modelling and option appraisal  

  • Affordability, sustainability, demand, capacity, and workforce analysis  

  • Financial input to SOCs, OBCs, and FBCs aligned to national guidance

What this is (and is not)

 âœ”  Scoped delivery of modelling and business case support
 âœ”  Outputs designed to withstand internal and external scrutiny
 âœ–  Not unbounded advisory support
 âœ–  Not a substitute for permanent finance roles

How we typically work

Engagements are tailored to the specific context and governance requirements of each organisation and programme.

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Support may be provided on a fixed-scope basis, as structured advisory input, or through defined delivery blocks, depending on need. Our approach is deliberately proportionate, assurance-aware, and focused on adding value where senior financial judgement matters most.
 

Who we work with

  • NHS Trusts and Foundation Trusts  

  • Integrated Care Boards (ICBs)  

  • National and system-level programmes  

  • Public sector organisations delivering complex investment and transformation initiatives

If you would like to discuss how Caveonan could support an upcoming programme, business case, or assurance milestone, please get in touch to arrange an initial conversation.

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