Finance Case Studies

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

manufacturing-financeSector: Manufacturing/Construction

Business Finance Type: Business Loan

Amount: £180,000

To cope with an upturn in business this company was in need of additional space. To assist with the planned expansion were we able to arrange a Business Loan repayable over five years.

Machinery FinanceSector: Manufacturing

Business Finance Type: Short Term Loan

Amount: £16,000

Having fallen behind with its VAT and PAYE commitments we were quickly able to arrange a Short Term Loan repayable over 20 months to settle the liabilities.

retail-financeSector: Retail

Business Finance Type: Business Loan

Amount: £160,000

An expanding retail chain business was planning to open a further two stores which required financing. We able to raise the funds and consolidate existing debts in order to further improve cashflow.

catering-equipment-supply-financeSector: Catering Equipment Suppliers

Business Finance Type: Business Loan

Amount: £85,000

With a growing order book to fulfil this supplier of catering equipment was in need of additional working capital and assets. We were able to assist by sourcing a Business Loan to meet their needs.

stockSector: Industry Retailer

Business Finance Type: Commercial Mortgage

Amount: £145,000

Following a fraught relationship with their bank we were able to assist this business by sourcing a Commercial Mortgage to re-finance the bank debt and end years of frustration.

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 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
  • 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
  • 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

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