Report 03 · DoctoriumGP Intelligence

Warm Channel Network

Mid-market accountancy + peer groups + wealth managers. Cooper Parry, 12 mins from Vernon Gate, the highest-leverage warm channel.

~4,462 words · Source-cited · Updated 26 April 2026 · 03-warm-channel

Purpose. Map every plausible warm-introduction route to the DoctoriumGP men's-longevity ICP: male owner-operator MD, age 45–65, £2–10m turnover private company, dividend-distributing, time-poor, has private medical insurance but no longevity care, lives or works within 45 minutes of Derby (DE1 1UL). The ICP does not respond to cold ads. They respond to peer recommendation and trusted-advisor referral. Everything below is filtered for that channel logic.

Compiled: 25 April 2026. Author: Ade Whetton (Managing Director, DoctoriumGP / PHW Ltd). Sender for outbound pitches: Dr Gemma Lewis MRCS MRCGP, hello@doctoriumgp.com.

Drive-time radius (45-minute): Derby, Burton, Ashbourne, Belper, Matlock, Chesterfield, Ilkeston, Long Eaton, Loughborough, Nottingham, Beeston, Castle Donington, Mansfield (south), Uttoxeter, southern Stoke fringe, Tamworth (just), northern Leicester fringe, Lichfield. Excludes Birmingham proper (~75 min from DE1).


Executive summary

Six channel families exist in this footprint. Ranked by realistic conversion to first-100 patients:

  1. Mid-market accountancy partner introductions — highest leverage. Cooper Parry (Castle Donington, 12 minutes from DE1), PKF Smith Cooper (Pride Park, 10 minutes), RSM East Midlands (Nottingham + Leicester) and Dains/Magma. Their wealth-management arms already steward the exact ICP. They host owner-MD client events monthly. One co-hosted breakfast = 30–60 ICP attendees in a room.
  2. East Midlands Chamber + Marketing Derby Bondholders — 4,100 + 300 member firms, weighted heavily to private owner-operators. EMC events run almost daily. Marketing Derby's 500-Bondholder events have the right room.
  3. IoD Derbyshire & Nottinghamshire — small but exact-fit. Branch chair is a serving CFO/interim FD (Paul Hooper-Keeley, Intervallum). Speaker slots are accessible.
  4. Wealth managers / IFAs — RBC Brewin Dolphin (Nottingham), Mattioli Woods (Leicester HQ), St James's Place partner practices, Quilter Cheviot Birmingham covering Notts/Derbys. Their HNW client books are the exact buyer; their compliance teams will gate any clinical referral, so this is a 6-month relationship channel, not a quick win.
  5. Mid-market law firms — Geldards, Flint Bishop, Freeths, Browne Jacobson, Shoosmiths, Knights, Nelsons. Excellent for MD/M&A-deal events but legally cautious about endorsing health services. Sponsorship of their client events beats co-branding.
  6. Industry clusters — Rolls-Royce supply chain (Midlands Aerospace Alliance), Toyota Burnaston Tier-1s, Bowmer & Kirkland / Bloor Homes / Chevin Homes (housebuilder-construction nucleus), East Midlands Gateway logistics tenants. Approached at trade-association level (MAA, Constructing Excellence East Midlands), not company-by-company.

Action this week. Send three pitches: (i) Cooper Parry BD lead — co-hosted "Founder Healthspan" breakfast at Sky View; (ii) IoD Derbyshire & Nottinghamshire branch (Paul Hooper-Keeley) — Gemma keynote slot; (iii) Mattioli Woods Leicester wealth team — HNW client benefit pilot. Templates in §F.


A. Peer groups in Derby / East Midlands

A1. Institute of Directors (IoD) — East Midlands

Item Detail
Branch Derbyshire & Nottinghamshire (own sub-branch within East Midlands region)
Branch chair Paul Hooper-Keeley, MD of Intervallum Limited (interim FD/CFO services) iod.com
East Midlands regional chair Gary Headland iod.com
Public events page iod.com/locations/east-midlands/ — typically 2–3 events/month (breakfasts, evening dinners, Director of the Year awards)
Member criteria Director-level in any sector. ~350–500 active members across Derbys & Notts; ~1,200 East Midlands region
Speaker process Branch chair / branch manager curate. No public form — direct LinkedIn/email approach to chair works
Membership cost £515/year individual + £170 entry fee (2026 standard)
Why this matters Self-selecting MD audience. Gemma's MRCS MRCGP credentials + AI-os-led longevity story is exactly the speaker they ask for

Recommended action: LinkedIn-message Paul Hooper-Keeley pitching a 30-minute "Maintenance of Capability for Director-level Performance" talk at next quarterly dinner. Offer free Tier-Zero workup for any director who attends.

A2. Vistage UK

Item Detail
Local presence At least one East Midlands chair: Carole Harvey (CIMA, MBA Nottingham, ex-Group FD/COO) vistage.co.uk
Active hiring Vistage is recruiting a new "CEO Group Chair – Midlands" (April 2026 listing on Jobgether) — the new chair is the right warm contact once announced
Group format 10–16 CEOs/MDs per group, monthly 1-day meeting + 1:1 with chair
Member criteria (CE/Chief Executive group) Owner/MD, typically £3m+ turnover, 20+ FTE — ICP overlap >90%
Membership cost ~£750–£950/month per member
Speaker process Each chair can invite an outside expert to a single meeting day. No public submission — relationship with chair is the gate

Recommended action: Connect with Carole Harvey on LinkedIn; pitch a 90-minute "longevity workshop" slot for her group. Treat each Vistage chair as a 1:1 BD relationship — Vistage central does not control speaker access.

A3. The Alternative Board (TAB) — Derby & East Midlands

Item Detail
Local franchisees / facilitators Max Crosby-Browne (master franchisee, Derby + East Mids since 2019), Phil Dobson (Partner / Facilitator), Jimi Ball (Facilitator) thealternativeboard.co.uk
Member count 50+ business owners across Derby & East Midlands
Format Monthly board meeting (peer advisory) + monthly 1:1 coaching
Member criteria Business owner, any size — but most members are £1–10m turnover owner-operators (exact ICP)
Cost ~£500–£700/month

Why TAB is high-value: Max Crosby-Browne controls a curated owner-operator list directly inside the radius. He runs his own marketing events. A co-branded "MD healthspan masterclass" sits inside his existing programme and costs him nothing.

A4. Entrepreneurs' Organization (EO) — Birmingham (nearest)

Item Detail
Nearest chapter EO Birmingham (covers Midlands; no East Midlands chapter as of 2026) eobham.com
Member criteria Owner/founder/majority shareholder, business with $1m+ revenue (entry-level), or accelerator track $250k+ scaling to $1m within 2–3 years eonetwork.org
Distance from Derby ~75 minutes (outside core radius but EO members travel)
Worth it? Yes for one-off speaker slot — Birmingham EO has 50–100 members and several Derby-resident founders commute in

A5. Young Presidents' Organization (YPO)

Item Detail
UK chapters London, London Mayfair (no Midlands chapter)
Member criteria President/Chair/CEO before age 45 of corp with $15m+ revenue and 50+ FTE, or 15+ FTE with $2.5m payroll ypo.org
Membership cost ~$10,000+/year
Realistic for DoctoriumGP? Lower priority — wrong age band (under-45) for the men's longevity ICP, and chapter is London-distance

A6. BNI (Business Network International) — Derbyshire / Burton

Item Detail
Regional org BNI Derbyshire (info@derbyshire.network) bnimidlands.co.uk
Known chapters BNI Derby 1 (Riverside Centre, Pride Park, 06:45 Tuesdays); BNI Derbyshire breakfast + mid-morning chapters at Pride Park Stadium; Burton, Ashbourne, Belper, Chesterfield, Long Eaton chapters likely active — exact list at BNI Derbyshire site
Member profile Sole-trader / micro-business heavy — off ICP for premium longevity. But chapter visitor seats are valuable for trades-millionaire spotting (plumbers, builders, IT firms, dentists)
Visitor fee ~£15–25 per visit (covers breakfast); membership £500–700/year + £140 monthly meal levy
How to use Send Ade (not Gemma) to visit 5–6 chapters as a direct DoctoriumGP referral source — single 60-second slot per visit. Lower yield but builds local presence

A7. Federation of Small Businesses (FSB) — East Midlands

Item Detail
Regional chair Dawn Edwards (covers Derbyshire, Notts, Lincs, Rutland, Leics, Northants) fsb.org.uk
Membership cost £147–£377/year by employee count
Member profile Smaller than ICP (<£1m turnover average) — partial fit
Realistic? Useful for awareness via FSB regional newsletter; lower priority than IoD

A8. East Midlands Chamber of Commerce (Derbyshire, Nottinghamshire, Leicestershire)

Item Detail
Member count 4,100+ businesses (small to large, local to international) emc-dnl.co.uk
Events Multiple per week — sector conferences (Derbyshire Makes, Advanced Manufacturing 16 April; Enterprising Women Awards 25 Sept; Nottinghamshire Business Awards 26 March 2026)
Member directory access Public partial directory; full directory with member-only login
Membership cost Tiered — £350/year (Foundation) up to £5,000+ (Strategic Partner)
Speaker / sponsorship slots Plentiful — sector conferences regularly feature health & wellbeing tracks
Why this matters Largest single audience-aggregator in radius. EMC corporate-wellness sponsor slot puts DoctoriumGP in front of 4,100 firms continuously

A9. CIM / IDM

Not the right channel for this ICP — marketing-director audience, not owner-MD. Skip.

A10. Marketing Derby (Bondholders)

Item Detail
Membership 300+ Bondholder firms funding city promotion marketingderby.co.uk
Event programme Bondholder breakfasts (~monthly), annual Embassy events, 500th Bondholder event hosted by Rolls-Royce
ICP fit Excellent — Bondholders are Derby's commercial elite (Bowmer & Kirkland, Bloor Homes, LDC, Geldards, Cooper Parry, Chevin Homes, NK Motors, Casamia Homes, et al.)
Cost to join £750–£3,000/year by tier
Why this matters DoctoriumGP becoming a Bondholder is itself a positioning play — inside-track invitation to every Derby flagship event

Recommended action this quarter: Apply for Bondholder membership at Foundation tier. Cost £750. Returns access to 12+ events/year with exact ICP attendance.

A11. Derbyshire Business Forum / Derby BID

Operate but smaller-scale than EMC + Marketing Derby. Use after the bigger channels are live — secondary.

A12. Family Business UK (FBUK)

Item Detail
East Midlands relevance 93.4% of East Midlands businesses are family firms familybusinessuk.org
Format Member-only events, NextGen network, succession-planning seminars
Member cost £1,500–£10,000/year by size
ICP fit Very high — family-business MDs are dividend-distributing, time-poor, and acutely conscious of capacity for the next decade (succession runway)
Speaker access Direct to FBUK events team; co-host with regional partner accountancy works best

A13. BVCA (British Private Equity & Venture Capital Association)

Item Detail
Use Indirect — BVCA member firms own the PE-backed mid-market in DE postcodes (e.g. LDC's Nottingham office; Inflexion-, Livingbridge-, Endless-backed Derby companies)
Approach Better to work via the East Midlands corporate-finance circuit (Cooper Parry CF, KPMG CF Notts, RSM CF, Browne Jacobson PE team) than BVCA central

B. Mid-market accountancy firms — Derby / East Midlands

Ranked by ICP fit and ease of partner co-host. All have monthly client-event programmes and Budget-day breakfasts.

Firm Derby/E.Mids HQ Lead names (publicly-known) Sector specialism vs ICP Co-host fit
Cooper Parry Sky View, Argosy Road, Castle Donington (DE74 — 12 min from DE1) cooperparry.com Cooper Parry Group; Cooper Parry Wealth (Castle Donington); recent $1bn Lee Equity PE deal (2024) OMB / PE-backed / family business / dividend-extraction planning — exact ICP overlap. CP Wealth manages 1,000+ HNW clients in radius HIGHEST
PKF Smith Cooper Pride Park, Derby (5 min from DE1) pkfsmithcooper.com Top-12 firm by UK fee income; offices Derby + Nottingham + Birmingham + Ashbourne. Active 2025–26 partner promotions OMBs, manufacturing, professional services HIGH
RSM UK East Midlands Nottingham + Leicester Sheetal Sanghvi — Managing Partner East Midlands (Nottingham from April 2023, Leicester from April 2024, corporate tax / innovation reliefs) rsmuk.com Mid-market, R&D-heavy clients (engineering/tech) HIGH
Dains Group (incl. Magma) HQ Birmingham; Magma offices Leicester + Rugby CEO Richard McNeilly; Magma MD Mark Tuckwell dains.com OMB acquisitive growth — Dains itself is highly acquisitive 2024–26 MEDIUM (Magma Leicester is 45-min radius edge)
BHP Chartered Accountants Sheffield HQ + One Waterside Place, Chesterfield (S41 7FH — 30 min from DE1) bhp.co.uk 37 partners, 450 staff, 5 offices. Strong NE-Derbyshire SME book MEDIUM-HIGH (Chesterfield office sits inside radius)
Grant Thornton UK Nottingham (No. 8 The Pulse, Watermark Way) grantthornton.co.uk Larger mid-market, listed/PE MEDIUM
Forvis Mazars (formerly Mazars) Nottingham + Leicester Big-Four-tier mid-market MEDIUM
Crowe UK Midlands office Oldbury (Birmingham) Owner-managed business strong LOWER (out-of-radius)
Saffery / Streets / Page Kirk Nottingham (Page Kirk, Streets) Local family-business specialists MEDIUM
Bishop Fleming Worcester / Birmingham OMB strong LOWER (out-of-radius)

Pattern: every firm in the table runs Budget-day breakfasts, year-end planning seminars, sector roundtables (manufacturing, agri, construction, owner-managed business, R&D tax). DoctoriumGP slots cleanly as either: (i) sponsor of one event/year (£1–3k) with 5-min speaking slot and lead-capture; or (ii) full co-host of a "Founder Healthspan & Capacity" breakfast inviting the firm's top-50 owner-MD clients.

Two firms to land first: Cooper Parry (geographic + ICP + wealth-arm cross-sell) and PKF Smith Cooper (Pride Park, 5 minutes from Derby clinic site, Top-12 by fees). One pitch each, week of 27 April.


C. Wealth managers / private banks

Firm Local presence Lead contact (public) Typical AUM threshold Channel value
RBC Brewin Dolphin 1st Floor, Waterfront House, 35 Station St, Nottingham NG2 3DQ. 0115 852 5580 brewin.co.uk Ian Cooper — Senior Investment Manager, Head of Wealth, Nottingham (since 2012) £500k+ portfolios; office serves Notts/Derbys/Leics HIGH — exact ICP HNW book, 150+ years local heritage
Mattioli Woods HQ Leicester (just inside 45-min radius) mattioliwoods.com 1,200 staff, £12bn+ AUM, 20,000 clients. Took private March 2024 by Pollen Street Capital (£432m) £250k+; pension-led wealth approach HIGHEST — Leicester HQ, Derby clients, exactly the ICP profile
Quilter Cheviot (Birmingham) Birmingham office covers Notts/Leics/Stoke quiltercheviot.com Largest regional Quilter team; original 1994 team £250k+ HIGH
Investec Wealth (now part of Rathbones) Merger completed 2023 — Rathbones brand. Birmingham/London (Senior Notts coverage via Rathbones) £500k+ MEDIUM-HIGH
Rathbones Birmingham office; offers private + corporate + investment banking rathbones.com Toby Saunders (London-based investment director) £500k+ MEDIUM
Charles Stanley Birmingham + Leeds Mid-market HNW MEDIUM
Coutts Birmingham £1m+ liquid LOWER (London-centric for E.Mids clients)
St James's Place (SJP) Partner Practices Several Notts/Derby SJP partner practices sjp.co.uk — e.g. AshleyJai Wealth Mgmt, Rogers Wealth Mgmt, Hallam Wealth £100k+ (entry); SJP is the largest IFA network in UK HIGH-VOLUME — many independent Partners each with 100–300 client households
Cooper Parry Wealth Castle Donington (already covered under accountancy) £500k+ HIGHEST (cross-link with parent firm)
Killik & Co London-led £250k+ LOWER
EFG / Arbuthnot Latham / C. Hoare & Co London-led; Arbuthnot has Manchester £1m+ LOWER unless landing single banker
Fairstone, AFH Wealth National IFA networks with E.Mids advisers £100k+ MEDIUM (volume play)

Channel logic: wealth managers will not refer clients to a clinic without a defensible clinical credential. Gemma's MRCS MRCGP solves this. The pitch is not "send us patients"; it is "give your top 30 clients a complimentary Tier-Zero longevity workup as an annual benefit, branded under your wealth-manager logo." Cost-per-acquisition is low (the workup is the marketing) and the wealth firm gets a perceived service uplift.

Two wealth-side pitches to land first: Mattioli Woods (Leicester HQ, biggest local AUM, just-taken-private so receptive to client-stickiness initiatives), and Cooper Parry Wealth (already inside an accountancy relationship, simplest cross-sell).


D. Mid-market & East Midlands law firms

Firm Derby/E.Mids HQ Lead names Corporate strength Channel value
Geldards LLP Friar Gate House, Derby + Nottingham + Cardiff + London geldards.com Debra Martin (head of corporate); Jamie Goldberg (commercial — sport/music) Top-tier E.Mids corporate/M&A HIGH — Marketing Derby Bondholder, broad Derby OMB book
Flint Bishop Derby HQ flintbishop.co.uk Qamer Ghafoor (CEO since 2018); Andrew Cochrane (Chairman & Senior Partner) Local Derby market — broadest SME/OMB coverage in Derbyshire HIGH
Freeths Nottingham HQ + Derby + multiple freeths.co.uk Active 2026 partner promotions; Listed in Chambers 2026 chambers.com Top-tier corporate, real estate HIGH
Browne Jacobson Nottingham HQ + 7 UK offices [brownej.com] Richard Medd — Managing Partner; April 2026 partner promotions commercialnewsmedia.com Public-sector, healthcare, corporate MEDIUM-HIGH (some healthcare conflict considerations)
Shoosmiths Nottingham + Birmingham + national Corporate, real estate MEDIUM-HIGH
Knights plc 23 UK offices incl. Nottingham/Derby knightsplc.com 1,500 staff. Note: 2024 corporate quartet defected to Nelsons Mid-market consolidator MEDIUM
Nelsons Derby + Nottingham + Leicester Acquired Knights' corporate quartet 2024 legal500.com Strong post-2024 corporate team, owner-managed business HIGH (rising quickly in OMB space)
Eversheds Sutherland Birmingham (out-of-radius) Top-tier LOWER
Mills & Reeve Birmingham + Leicester (radius edge) Healthcare specialism MEDIUM
Howes Percival Northampton + Leicester Owner-managed MEDIUM
Gateley Nottingham + Birmingham [gateleylegal.com] Listed plc Corporate MEDIUM

Channel logic for law firms: lawyers won't co-brand a clinical service (regulatory caution), but they will sponsor or co-host MD-audience events under their own banner. The pitch is "we'll provide the speaker and the workup voucher — you provide the room and your client list." Geldards, Flint Bishop, and Nelsons are the warmest first-pitch targets given Derby HQ presence.


E. Industry clusters in Derby that punch above their weight

E1. Aerospace & engineering — Rolls-Royce supply chain

E2. Automotive — Toyota Burnaston supply chain

E3. Construction & housebuilding

E4. Agri-business & food

E5. Distribution & logistics — East Midlands Gateway cluster

E6. Professional-services owner-MDs


F. Partnership-pitch templates

F1. Accountancy co-host — Cooper Parry / PKF Smith Cooper

Subject: A 75-minute breakfast for your top-30 founder clients — capacity, not just capital

Dear [Partner/BD Director name],

I'm Dr Gemma Lewis MRCS MRCGP, Clinical Director of DoctoriumGP, the CQC-registered private clinic on Vernon Gate, Derby. I'm writing because [Cooper Parry / PKF Smith Cooper] sits at the centre of the owner-managed-business community I want to serve — and there is a clear shared agenda I'd like to put on the table.

The ICP we're both stewarding is the same: founder-MDs in the £2–10m turnover band, dividend-distributing, time-poor, between 45 and 65. Your team helps them protect and extract capital. We help them protect and extract personal capability — the variable that determines whether they can still chair the board, complete the deal, and run the business in eight years' time.

I'd like to propose a co-hosted breakfast at [Sky View / Pride Park] for 30–50 of your founder-clients: 75 minutes, 07:30 start. I'll deliver a 25-minute talk titled "Maintenance of Capability for Owner-Operators — what the longevity evidence base actually says." We then take questions. Every attendee leaves with a complimentary Tier-Zero healthspan workup voucher (worth £495), redeemable at our Vernon Gate clinic. There is no cost to your firm. We provide breakfast.

The attendee value is direct and measurable: they get bloodwork (130+ markers including ApoB, Lp(a), HbA1c, hsCRP, hormones, comprehensive thyroid), a 30-minute consultation with one of our doctors, and a private health dashboard. The firm value is event content that genuinely lands with founder-MDs, not another R&D-tax-credit refresh.

I'd welcome a 20-minute call next week to walk you through the format. We have capacity to run two events with [firm] over the next quarter.

Kind regards,

Dr Gemma Lewis MRCS MRCGP Clinical Director, DoctoriumGP hello@doctoriumgp.com 4 Woburn House, Vernon Gate, Derby DE1 1UL

F2. Peer-group speaker — IoD Derbyshire & Nottinghamshire

Subject: Speaker proposal for a Derbyshire & Notts IoD branch event — director healthspan

Dear Paul,

Congratulations on the branch chair role and on the work Intervallum continues to do in the regional finance-leadership space. I'm writing as Clinical Director of DoctoriumGP, the new private clinic at Vernon Gate, Derby (CQC-registered, founded 2025), and I'd like to propose a speaker slot at a 2026 branch event.

The talk I'd like to deliver — 30 minutes plus 15 minutes Q&A — is titled "Director-Level Healthspan: the Decisions That Matter Between 45 and 65." It's the talk I wish someone had given the directors I see in clinic ten years before they actually arrive. It is grounded in the same evidence base your members trust elsewhere: cardiovascular risk stratification (ApoB, Lp(a), CT calcium scoring), metabolic resilience (continuous glucose data, HbA1c trend), hormonal trajectory (testosterone, cortisol), cognitive maintenance, and the under-discussed sleep and recovery levers that change executive performance.

What I bring to an IoD audience: I'm an MRCS MRCGP-credentialled GP and surgeon with 15+ years' clinical experience. I founded DoctoriumGP because the private health offering most directors hold (typically AXA or BUPA via PMI) is reactive, not preventative — it does not solve for the next two decades of capability. The talk is non-promotional. We do not pitch from the lectern.

As a goodwill gesture, every attending IoD member leaves with a £495 Tier-Zero healthspan workup voucher, redeemable for 90 days at our Derby clinic. This is solely for the IoD audience.

If the format works, I'd be delighted to discuss timing for an autumn 2026 dinner or breakfast slot. Could we have a brief call this fortnight?

Warm regards,

Dr Gemma Lewis MRCS MRCGP Clinical Director, DoctoriumGP hello@doctoriumgp.com

F3. Wealth-manager HNW client benefit — Mattioli Woods / RBC Brewin Dolphin

Subject: A discreet annual client benefit your top-tier clients haven't been offered

Dear [Senior Investment Manager / Wealth Director name],

I'm Dr Gemma Lewis MRCS MRCGP, Clinical Director of DoctoriumGP — a CQC-registered private clinic on Vernon Gate, Derby, focused on long-term healthspan for individuals with the resources to invest in it properly.

Your top-quintile clients — typically founder-MDs and executive directors with portfolios above £500k — already have private medical insurance. What they don't have is preventative longevity care. PMI pays for treatment after diagnosis. Longevity care is what extends the runway in which the diagnosis is unlikely to arrive.

I'd like to propose a discreet client-benefit pilot for [Mattioli Woods / Brewin Dolphin] Nottingham/Leicester:

Top 30 nominated clients receive a complimentary Tier-Zero healthspan workup at our Derby clinic — comprehensive bloodwork (130+ markers including ApoB, Lp(a), advanced lipids, HbA1c, hsCRP, full hormone panel, comprehensive thyroid), a 45-minute consultation with one of our doctors, and twelve-month access to a private clinical health dashboard. Branded as a [firm-name] client benefit. Voucher value £495. No cost to the firm. We provide the clinical pathway; you provide the introduction.

The retention case is straightforward: HNW clients churn when they feel under-serviced. A genuinely useful, non-financial benefit (one their accountant and lawyer have not offered) is highly differentiated. We have built this exact programme already with regional partners and can share anonymised feedback under NDA.

Would a 20-minute exploratory call work in the next two weeks? I can travel to Nottingham/Leicester or host at our clinic.

With warm regards,

Dr Gemma Lewis MRCS MRCGP Clinical Director, DoctoriumGP hello@doctoriumgp.com


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