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How we work

8Dimension is a referral-only advisory firm. We work with a small number of executives, families, family offices and businesses at a time, and we keep each relationship deliberately quiet. This page explains what to expect, from the first introduction to the way an engagement is run.

Referral-only intake

Most of our clients come to us through a trusted introduction: an existing client, a family office, a lawyer, a banker or another adviser. Working by referral allows us to keep our client base small, to give each matter senior attention and to protect the privacy of everyone involved. If you have not been referred, you are still welcome to contact us; we will simply ask a few questions before arranging a conversation.

A first confidential conversation

The first step is a private conversation, without obligation. Its purpose is to understand the situation, the people involved, what matters most to you and how quickly things need to move. We listen first, ask direct questions and tell you plainly whether we believe we can help. If another specialist would serve you better, we will say so.

You do not need to prepare documents or share sensitive details at this stage. A general outline is enough to decide on sensible next steps.

Confidentiality and discretion

Discretion is the basis of how we work, not an added feature.

  • NDAs available. We are happy to sign a non-disclosure agreement before any detailed discussion.
  • Need-to-know handling. Information about a client is shared only with the people who must have it to do the work, inside and outside the firm.
  • Minimal data kept. We collect only what an engagement requires, keep it for as long as it is needed, and agree with you how it is stored and returned or deleted.
  • No publicity. We do not name clients, publish case studies or discuss engagements.

How an engagement is scoped and staffed

After the first conversation we propose a clear scope: the objectives, what we will and will not do, the people involved, the timetable and the way we will report to you. Some engagements are a single focused piece of work, such as a review or an urgent response. Others are ongoing, with a regular rhythm of contact.

Each engagement is led personally by senior leadership. The firm’s founder is a former owner and CEO of a large security company, with analyst experience and a record of advising government-level officials. Where a matter calls for specific expertise, we bring in carefully selected specialists and coordinate them for you, so that you deal with one accountable point of contact rather than several separate providers.

Working across our service areas

Many situations touch more than one area: a security concern may also be a reputational one, and a property purchase may raise privacy questions. Because we advise across all of these areas, we can see how they connect and keep the advice consistent.

Frequently asked questions

Do I need a referral to work with 8Dimension?

A referral is the usual route, but it is not strictly required. If you contact us directly, we will ask a few questions first to understand whether we are the right fit.

Is the first conversation confidential?

Yes. The first conversation is private and without obligation, and we can sign an NDA beforehand if you prefer.

Who will actually do the work?

Engagements are led by senior leadership. When specialist input is needed, we select and coordinate trusted specialists on a need-to-know basis and remain your single point of contact.

Can you help with an urgent situation?

Yes. Urgent matters are prioritised, and we can move from first conversation to action quickly when the situation requires it.

What happens to the information I share?

We keep only what the engagement needs, share it only with those who must have it, and agree with you at the outset how it will be stored and returned or deleted at the end.

To arrange a first confidential conversation, please get in touch.