The people behind Plan Assist.
Finance experience. EPM expertise.

Plan Assist brings together experienced practitioners from accounting, FP&A, planning, reporting and EPM delivery.

We understand the finance process as well as the technology behind it. That means we can ask the right questions early, challenge decisions constructively and help clients build EPM solutions their teams can understand, own and develop.

Quality is built through experience, not scale.

handshake

Customer-side EPM experience

inventory_2

Years of hands-on delivery

account_balance

Accounting experience

workspace_premium

FP&A Experience

Meet Plan Assist

Each Plan Assist team member brings a different combination of finance, commercial and EPM experience.
Select a profile to explore their background, areas of focus and personal view of what good EPM delivery should look like.
Guy Maizels - Managing Director of Plan Assist

Guy Maizels

Planning Specialist
“I started Plan Assist for two reasons. To make sure our clients end up with a platform they truly own and use with confidence. And to create the kind of place I’d always wanted to work in; One where we work hard and play hard, take pride in the work, and look after each other.”
Read bio
Guy founded Plan Assist to help organisations get the most from their investment in enterprise planning technology — by pairing technical expertise with real-world financial insight.

With a background in accounting and extensive experience delivering large-scale EPM implementations, Guy understands both the strategic and operational sides of business planning. Today, he focuses on ensuring that every commitment made to clients is delivered on — and that the team has the time, space, and support to meet those commitments to the highest standard.

Guy’s approach is grounded in clarity, accountability, and long-term partnership — values that have earned Plan Assist its reputation for trusted, high-quality delivery.

Guy Maizels - Managing Director of Plan Assist

Matthew Graham

Planning Specialist
“I love the strength of the relationship we can build with clients quickly, working as one team to ensure they achieve the objectives they need to gain insights, provide value and make their job more enjoyable rather than crunching numbers.”
Read bio
Matthew Graham is a distinguished figure in the consulting domain, boasting a rich tapestry of experience that spans across prestigious roles, including his tenure at a Big Four firm, where he honed his expertise in FP&A and operational efficiencies. Matthew has experience implementing EPM’s solutions from both the customer and implementer side.
His demonstrated unparalleled skill in leveraging technology to streamline business processes, earning him a reputation for transformative solutions.

A certified CIMA accountant, his profound understanding of financial frameworks and analytics has been instrumental in his role as the Senior Planning Specialist at Plan Assist. Here, Matthew continues to set benchmarks in Strategic & Workforce Planning, helping organisations navigate complex challenges with precision and foresight. His unique blend of technical proficiency and strategic acumen makes him a pivotal asset to our team, driving projects to success.

Guy Maizels - Managing Director of Plan Assist

Andy Hallman

Planning Specialist
“I like becoming a genuine part of the client’s team, rather than feeling like an external consultant. My aim is to understand their challenges, give them my full attention and ultimately make their working lives easier – just as EPM did for me before I became a consultant.”
Read bio
Andy Hallman is an accomplished workforce and financial planning consultant with extensive experience across various industries. Specialising in automated financial solutions, Andy has a proven track record of leading successful finance operations, systems integrations, and change management initiatives.

Throughout his career, Andy has delivered innovative financial strategies for renowned companies. He is highly skilled in financial modelling, budgeting, and forecasting, with expertise in platforms such as Workday Adaptive Planning and Pigment Planning.

Known for his analytical thinking and collaborative approach, Andy excels at building strong relationships with stakeholders and delivering impactful solutions that drive business performance.

Guy Maizels - Managing Director of Plan Assist

Peter Cochrane

Planning Specialist
“I want clients to finish a project feeling confident in what we’ve built together – that it genuinely makes their working lives easier, gives them better insight, and leaves them with something they’re comfortable owning and evolving long after we’ve stepped away.”
Read bio
Peter is a Chartered Accountant and planning specialist with deep expertise in financial planning, analysis and scalable forecasting. He brings hands-on experience with EPM and ERP, having supported organisations through structured FP&A transformation and model design.

Peter excels at translating complex business requirements into robust planning frameworks, leading stakeholder workshops and shaping scalable, decision-ready models. His background in commercial finance and structured capital planning equips him to help clients implement planning solutions that drive clarity, confidence and efficient decision-making.

Guy Maizels - Managing Director of Plan Assist

Andrew Alexander

Planning Specialist
“What I value about Plan Assist is that they put customer satisfaction at the heart of the project – it’s about working with the customer to understand their unique business and delivering tangible benefits for FP&A teams and beyond.”
Read bio
Andrew is a highly accomplished EPM consultant and Chartered Management Accountant with over a decade of experience in financial planning, analysis, and reporting.

Before joining Plan Assist, Andrew held key roles at leading organisations including Kainos, Pearson, and Veolia, where he delivered impactful budgeting, forecasting, and reporting solutions across a wide range of industries. He has led multiple end-to-end EPM implementations, driving excellence from design to go-live, while also contributing to improved methodologies and delivery practices.

Andrew’s strong grounding in FP&A, combined with hands-on expertise in enterprise performance management systems, enables him to translate complex financial processes into streamlined, scalable solutions. His analytical mindset, client-focused approach, and passion for continuous improvement make him an invaluable addition to the Plan Assist team.

Guy Maizels - Managing Director of Plan Assist

Polly Winter

Planning Specialist
“Commitment to long lasting client confidence and success. User experience is at the heart of what we do, and it is the reason the team enjoys their jobs so much of our work comes through recommendations.”
Read bio
Polly is an experienced finance professional with a strong background in financial planning, analysis, and reporting within high-performance, fast-paced environments.

Before joining Plan Assist, Polly worked at McLaren Racing, where she played a key role in the design and delivery of a new enterprise planning solution, taking on product ownership and specialist responsibilities early in the project. Her experience spans end-to-end financial planning processes, stakeholder engagement, and the delivery of board-level reporting and insight.

Polly combines technical expertise with a practical understanding of business operations, enabling her to bridge the gap between finance and technology. Her proactive, collaborative approach and commitment to delivering high-quality outcomes underpin the success of every project she contributes to.

Guy Maizels - Managing Director of Plan Assist

Luke Boyns

Planning Specialist
“Before choosing EPM technology, finance teams should gain clarity on their end goals and future state, not just today’s needs. Businesses can quickly outgrow a rigid system as they evolve, and rising AI-driven planning will demand more scalability and flexibility.”
Read bio
Luke is an accomplished finance professional with extensive experience in financial planning, reporting, and performance management across the media, entertainment, and technology sectors.

Before joining Plan Assist, Luke led FP&A and commercial finance functions at PRS for Music and PPL, where he drove major transformation initiatives, including the design and delivery of new enterprise planning and reporting solutions. His expertise spans strategic forecasting, executive-level reporting, and the optimisation of finance processes through technology and automation.

Luke combines commercial insight with a strong technical foundation, bringing a pragmatic, results-oriented approach to EPM delivery. With over a decade of leadership experience, he is passionate about building high-performing teams and helping organisations turn complex data into clear, actionable insight.

Guy Maizels - Managing Director of Plan Assist

Yaseen Ugradar

Planning Specialist
“For me, good client work starts with communication. The best outcomes come from bringing different perspectives together, understanding what people really need, and working collaboratively to shape a solution that is practical, well considered and genuinely useful.”
Read bio
Yaseen is an FP&A specialist with a strong track record of driving finance transformation across large-scale, complex operations.

Before joining Plan Assist, Yaseen held senior FP&A roles across various industries, where he led forecasting, performance analysis, and reporting modernisation across European business units. At one organisation, he co-led a finance transformation initiative that was recognised with the European Innovation Award for its impact on reporting quality and insight delivery.

Yaseen combines commercial awareness with a practical, improvement-driven mindset. His ability to translate operational complexity into clear financial insight, and his genuine interest in the application of AI and automation in planning, make him a strong addition to the team.

Guy Maizels - Managing Director of Plan Assist

You?

Join our team
Read bio
Could this be you?

At Plan Assist, we pride ourselves on having a team of industry-leading professionals with exceptional expertise and a passion for driving success.

We’re always on the lookout for talented individuals ready to take on exciting challenges. If you’re looking to make a real impact in a dynamic and innovative environment, we’d love to hear from you!

A deliberately specialist EPM team.

Plan Assist is a boutique EPM consultancy built around people with deep experience across finance and technology.

Every consultant comes from an FP&A background, and many have been EPM customers themselves. That experience changes the conversation because we understand EPM from the perspective of the finance teams who ultimately have to use, manage and own it.

We support mid-to-large organisations across the UK and internationally with EPM strategy, selection, implementation and optimisation.

We have chosen to remain deliberately specialist, keeping experienced people close to the work, maintaining senior involvement and protecting the standard our clients expect.

Plan Assist specialist EPM team members at an exhibition stand showcasing financial planning and EPM consultancy services

Customers describe Plan Assist in three words:

xeinadin logo

Experienced Communicative Technically strong

- Thomas Cresswell

MiQ logo

Diligent Personable Dynamic

- Gracie Hooper

4
5