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: Fitness Studio

Business Finance Type: Pension Fund Loan

Amount: £45,000

This company was presented with an opportunity to purchase the premises which they were leasing. Working with their Financial Advisor we were able to facilitate a loan for the company’s pension scheme thereby allowing it to purchase the premises and secure the business’ future.

Online Business FinanceSector: Online Clothes Retailer

Business Finance Type: Start-Up Loan

Amount: £10,000

This new business had identified a niche in the clothing market. To assist in building up stock we were able to quickly source a Business Loan.

Machinery FinanceSector: Manufacturing

Business Finance Type: Business Loan and Asset Finance

Amount: £105,000 and £45,000

With a growing order book and pressure on space this company was in need of larger premises and more machinery. Working alongside their bank we were able to source a Business Loan to meet refurbishment costs and an Asset Finance facility to purchase new machinery.

Self Storage FinanceSector: Storage

Business Finance Type: Commercial Mortgage and Business Loan

Amount: £250,000 and £100,000

To take advantage of an opportunity to purchase an additional facility in order to support its growth plans we assisted by arranging a Commercial Mortgage and a Business Loan.

Restaurant FinanceSector: Restaurant

Business Finance Type: Business Loan and Overdraft

Amount: £75,000 and £10,000

An expanding restaurant business was adding another outlet to its chain and was in need of funds to fit out the new premises. We were able to help by swiftly arranging a Business Loan.

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

  • 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
  • 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 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
  • 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

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