Client Onboarding Portal

Welcome to the BHW Consult onboarding process. This page has been designed to help us understand your objectives, current situation and strategic priorities before our first engagement meeting.

Completing the onboarding process allows us to prepare more effectively, identify key opportunities and risks, and ensure that our discussions focus on the areas that matter most to your organisation.

View Process Start Questionnaire
Strategic Advisory Cross-Border Payments Investment Facilitation International Growth
Brian Wickins

Why We Use an Onboarding Process

Every client engagement is unique. Whether you are exploring investment opportunities, entering a new market, developing payment infrastructure, evaluating partnerships, or seeking strategic guidance, an effective onboarding process helps establish a clear understanding of your goals from the outset.

The information collected is used solely to prepare for your engagement and to ensure that recommendations are tailored to your specific commercial requirements.

Onboarding Process

1. Initial Information

Provide basic details regarding your organisation, project, objectives and preferred areas of support.

2. Strategic Review

We assess your requirements, identify key themes and prepare for the discovery discussion.

3. Discovery Meeting

A structured consultation to explore opportunities, constraints, priorities and next steps.

4. Engagement Proposal

Where appropriate, a tailored scope of work, timeline and engagement framework is prepared.

Who We Work With

Financial Institutions

Banks, payment institutions, fintechs and infrastructure providers seeking strategic guidance and market insight.

Investors

International investors evaluating opportunities in Brazil, the United Kingdom and selected emerging markets.

Corporate Clients

Companies expanding internationally, establishing partnerships or reviewing market-entry strategies.

Public & Industry Organisations

Trade associations, chambers of commerce and development organisations seeking specialist expertise.

Client Information Questionnaire

Please complete the following information as fully as possible. Fields may be adapted according to the nature of the engagement.










Engagement Requirements

Strategic Advisory

Support with business strategy, market positioning, growth planning and international expansion.

Payments & FX Infrastructure

Cross-border payments, correspondent banking, PIX integration, treasury and FX strategy.

Investment Facilitation

Investment sourcing, investor introductions, opportunity assessment and project support.

Research & Intelligence

Market intelligence, sector reports, regulatory monitoring and strategic analysis.

Project Objectives

Please outline the primary objectives you wish to achieve through this engagement.

Current Challenges

Understanding current constraints allows us to focus our recommendations on the areas that can deliver the greatest impact.

Market Entry



Payments & Treasury



Investment & Growth



Strategy & Operations



Priority Areas for Discussion

Please indicate the topics that are of greatest importance for the initial consultation.

















Project Timeline

Immediate

Within 30 days

Near Term

1–3 months

Strategic Horizon

3–12 months

Additional Information

Please include any additional background information, relevant links, project documentation or comments that may assist our preparation.

Confidentiality & Data Protection

All information provided through this onboarding process is treated as confidential and used solely for the purpose of evaluating and preparing your engagement with BHW Consult.

Information will not be disclosed to third parties without your consent unless required by law or regulatory obligation.

Where appropriate, mutual confidentiality agreements may be established before detailed project discussions commence.

Your Information

  • Handled confidentially
  • Used only for engagement preparation
  • Protected against unauthorised disclosure
  • Deleted upon request where applicable

What Happens Next?

Review

Once submitted, your information will be reviewed to identify key themes, opportunities and areas requiring further discussion.

Preparation

Relevant research, market intelligence and preliminary observations will be prepared before our initial meeting.

Discovery Session

A structured consultation will be arranged to discuss objectives, challenges, priorities and potential solutions.

Engagement Proposal

Where appropriate, a tailored scope of work and engagement framework will be developed.

Schedule an Initial Discovery Discussion

The onboarding questionnaire provides the foundation for a productive and focused consultation. Following review, we will contact you to arrange a discovery meeting at a mutually convenient time.

Contact BHW Consult View Services

Our Approach

Strategic Perspective

We focus on practical, commercially relevant recommendations grounded in market realities and long-term objectives.

International Experience

Extensive experience supporting organisations operating across multiple jurisdictions, particularly within UK–Brazil corridors.

Independent Advice

Recommendations are developed independently and aligned with client objectives rather than product sales or commission structures.

Implementation Focus

Where appropriate, support extends beyond strategy into implementation planning, introductions and execution support.

Need Assistance?

If you have questions regarding the onboarding process or would prefer to discuss your requirements directly, please contact BHW Consult.

Email Us Contact Page