What we do
Optrix provides hands-on operational leadership for regulated, founder-led businesses during periods of change.
We take responsibility for operational delivery, working alongside founders and senior leaders to keep the business moving while change is underway.
Our work commonly includes:
Operational delivery leadership
Owning day-to-day operational execution, coordinating people, priorities and timelines during periods of transition.Back-office and system change
Leading the implementation or migration of core systems — including CRM, back office, finance and workflow tools — and ensuring changes land cleanly across the business.Process and control stabilisation
Bringing clarity and consistency to key operational processes without introducing unnecessary complexity or bureaucracy.Integration and transition support
Supporting businesses through acquisitions, integrations or structural change and helping to translate external requirements into practical, workable actions.Founder and leadership offload
Acting as a trusted operational lead, allowing founders and advisers to stay focused on clients, revenue and decision-making.Risk reduction during change
Identifying and addressing operational pressure points early, before they become regulatory, client or people issues.
When clients typically call us
Optrix is engaged when something material is happening, such as:
Preparing for an acquisition or external investment
Supporting post-completion integration
Navigating regulatory, systems or operational change
Relieving pressure on founders or senior advisers during periods of change
Stepping in where operations have outgrown informal processes
If the business is stable and unchanged, Optrix is probably not the right fit.
If the business is in transition, it often is.
Who we work with
Optrix works primarily with:
Founder-led, regulated businesses
Financial advice firms pre- or post-acquisition
SMEs experiencing operational strain during growth or change
We find firms value discretion, pragmatism and someone who can take responsibility without drama.
Why clients choose Optrix
Optrix was founded to provide practical operational leadership during periods of change — not advisory commentary from the sidelines.
The work is led by Leigh Godfrey, an operations leader with over 15 years’ experience building, running and integrating a regulated business.
As a co-owner of a financial advice firm, Leigh oversaw the firm’s operations from startup through to sale to a national group. He led the post-completion integration process and later retrained as an adviser, working directly with high-net-worth clients.
That combination of operational ownership and client-facing experience means Optrix understands not just how businesses should operate, but how operational decisions land in the real world — with advisers, clients and regulators.
Clients choose Optrix for a calm, structured approach that prioritises delivery, discretion and outcomes over theory or over-engineering.
Contact us
If your business is approaching a period of change — or already in one — and you need experienced operational support without committing to a full-time hire, we’re happy to have an initial conversation.
No pitch. No obligation. Just a practical discussion about whether Optrix is the right fit.