Finance Case Studies

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

Health & Fitness FinanceSector: Health and Fitness Studio

Business Finance Type: Commercial Mortgage

Amount: £40,000

Following a long and troublesome relationship with their bank we were able to assist this business with a commercial mortgage to allow it to purchase the premises where they had operated from for many years.

Professional Services FinanceSector: Professional Services

Business Finance Type: Short Term Loan

Amount: £16,000

With a pressing tax bill to pay and to avoid expensive penalties, within two days we sourced a Short Term Loan payable over 15 months to settle the bill.

Construction FinanceSector: Construction

Business Finance Type: Business Loan

Amount: £185,000

This specialist construction company was outgrowing its premises and was in need of more space. By arranging a business loan, the company was able to expand into adjacent premises which had recently become available.

Hairdresser FinanceSector: Hairdresser

Business Finance Type: Commercial Mortgage

Amount: £35,000

With its landlord having gone in to Receivership this business was faced with the possibility of having to relocate. To secure its future we were able to assist in arranging a Commercial Mortgage allowing the business owner to purchase the premises.

Petrol Retailer FinanceSector: Petrol Retailer

Business Finance Type: Business Loan and Short Term Loan

Amount: £70,000 and £100,000

An expanding petrol retailing business was in need of finance to assist with the purchase a new addition to their chain of petrol stations and convenience stores. A Business Loan was arranged together with a Short Term loan to boost their working capital position.

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.

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What Our Clients Say

  • 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
  • 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
  • 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
  • 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
  • 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

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