Finance Case Studies

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

Shop FrontSector: Property Investor

Business Finance Type: Commercial Mortgage

Amount: £108,000

An experienced commercial property investor identified an ideal property to add to his portfolio. To support the purchase, we sourced a 10 year interest-only commercial mortgage drawn against an existing unencumbered property.

Hairdresser FinanceSector: Hairdresser

Business Finance Type: Business Loan

Amount: £7,000

An established and successful hairdressing business was in need of an upgrade and refurbishment. We arranged a 3-year business loan with repayments to match their cashflow.

Financial AdviserSector: Financial Advice

Business Finance Type: Business Loan

Amount: £250,000

Looking to grow its business via acquisition, an Independent Finance Advice firm were in need of funds to start the search. Given their long track record we were able to source the funds they required.

Plumbing SupplierSector: Plumbing Supplies

Business Finance Type: Invoice Discounting

Amount: £70,000

A plumbing and heating retail and wholesaler had an existing Invoice Discounting facility. Only being an occasional user of the facility, the monthly servicing fee was costly and so we arranged a facility better suited to their needs.

Training BusinessSector: Training Provider

Business Finance Type: Business Loan

Amount: £7,500

A growing business training firm needed finance to pay its quarterly VAT bill. We were able to ease their cashflow problems by 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.


What Our Clients Say

  • 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
  • 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

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