Finance Case Studies

Here are examples and case studies of how we have helped businesses raise finance to fund their growth plans.

IT ConsultancySector: IT

Business Finance Type: Business Loan

Amount: £55,000

A growing IT company was in need of additional working capital and also wanted to reduce their monthly outgoings by refinancing a number of high cost short term loans. We arranged a five-year business loan which gave them extra cash and reduced their outgoings.

Business ConsultancySector: Business Consultancy

Business Finance Type: Short Term Loan

Amount: £7,500

A business consultancy firm had taken on a number of contracts and with a growing debtor book it was in need of finance to pay its quarterly VAT bill. We were able to ease their cashflow problems by arranging a short term business loan.

Care HomeSector: Health Care

Business Finance Type: Commercial Mortgage and Business Loan

Amount: £185,000 and £100,000

A care home business has outgrown its head office and had located a commercial premises with room for future expansion. We were able to source a commercial mortgage to secure the building and an additional facility to refresh some of their homes.

manufacturing-financeSector: Manufacturing

Business Finance Type: Short Term Loan

Amount: £8,000

Growing businesses can often find itself short of cash due to late payment of invoices. At month-end we were able to assist this manufacturing business in arranging a short term loan to pay wages.

bed and breakfastSector: Tourism and Leisure Accommodation

Business Finance Type: Business Loan

Amount: £25,000

A family-owned, holiday accommodation business was continually turning away custom due to lack of available rooms. We helped alleviate this problem by arranging a loan to add additional capacity.

If you have a need for finance for either an immediate cash need or to support your long term goals contact us to discuss your finance options.


What Our Clients Say

  • Hi Rob, it was so interesting and entertaining listening to you at the Kevin Green Wealth Coach Workshop in Reading this weekend! I didnt realise you can find Finance proposals such fun!. Brilliant tips! Thanks.

    Gaz Jabeen | Bollywood Burn Out
  • I wanted to thank you for such an insightful, energetic, and entertaining talk at the Kevin Green Wealth event on securing funding and creating a successful plan. It was brilliantly executed and a pleasure to listen to and the ideas I’ve learned are definitely going to help me in going forward.

    Max Cooper of Manchester
  • Further to your recent presentation at LEAD Wales just wanted to say it was very refreshing to see somebody talk passionately and positively about finance, very insightful!

    Kay Hyde | Hyde & Hyde Architects
  • Rob kindly agreed to attend the recent Pontypridd RFC sponsors networking evening and delivered what can only be described as an excellent talk on 5 Tactics to Boost Your Business and Your Profits. He kept the audience engaged throughout and the feedback from everyone was excellent. Rob is very knowledgeable on business and finance and on top of that is a genuine nice guy. We hope to have him back at a future event and I have no hesitation in recommending Rob’s services.

    Angela Holloman-Coombes | Connective HR
  • Rob delivered a series of 3 workshops aimed at understanding how finance houses look at finance propositions with the aim for us as a team to deliver more of a bespoke offering to our customer base. The training was delivered to a mixture of staff who work with new businesses start-ups and existing established businesses across Mid & South West Wales. Rob delivered the training with an abundance of passion and has really helped my team look at financial propositions in a different light, many thanks again Rob and I look forward to work with you in the near future.

    Shayne Yates | Welsh Government Regional Centre Service Mid Wales

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