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 Consultancy

Business Finance Type: Short Term Loan

Amount: £5,000

This IT consultancy firm found itself running tight on working capital following a delay in payment of outstanding invoices. With pressing bills to pay we arranged a short term loan payable over six months to ease cashflow.

Development FinanceSector: Construction

Business Finance Type: Development Finance

Amount: £3.2 million

This experienced property development company owned an 11 storey block of apartments which needed complete refurbishment. By preparing a detailed project assessment we were able to secure a development finance line to meet their requirements.

Health and FitnessSector: Health and Fitness Studio

Business Finance Type: Business Loan and Asset Finance

Amount: £150,000 and £75,000

An expanding business in a vibrant sector was in need of finance to kit out their facility and re-model the premises. We were able to help by sourcing a Business Loan and arranging an Asset Finance facility for the equipment.

Machinery FinanceSector: Machinery Wholesaler and Retailer

Business Finance Type: Supplier and Import Finance

Amount: £350,000

This importer of machinery was finding cashflow a struggle due to upfront payment terms, compounded by long delivery times. To alleviate the pressure we sourced finance for payments to be made upon order with up to 120 days to pay back.

Cashflow FinanceSector: Manufacturing

Business Finance Type: Short Term Loan

Amount: £11,000

Having fallen behind with its VAT and PAYE commitments we were quickly able to arrange a Short Term Loan repayable over 15 months to settle the liabilities.

Commercial MortgageSector: Logistics

Business Finance Type: Commercial Mortgage

Amount: £6.5 million

This logistics firm had the opportunity to purchase a building which it was currently leasing. By working closely with the company we were able to secure funding to allow the purchase to proceed.

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

  • 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
  • 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
  • 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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