Finance Case Studies

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

retail-financeSector: Leisure Retailer

Business Finance Type: Business Loan

Amount: £40,000

This specialist retailer in the leisure sector wished to take advantage of an offer to become a distributor for US supplier. They had to move quickly to pay for the initial stock and we were able to secure funds within three days.

Public HouseSector: Public House

Business Finance Type: Business Loan

Amount: £35,000

After having become a Free House a publican was in need of finance to repay their outstanding brewery loan. We arranged a loan to pay off the debt thereby allowing them to negotiate betters deals with other suppliers.

Development FinanceSector: Property Developer

Business Finance Type: Commercial Mortgage

Amount: £78,000

A property developer was presented with the opportunity to purchase land which had strong potential to gain planning permission for residential units. By leveraging against other assets we secured a loan to enable them to purchase the land.

Buy to LetSector: Property Investment

Business Finance Type: Buy to Let Mortgage

Amount: £164,000

An experienced property investment identified an ideal property to add to their Limited Company portfolio. We arranged a 5 year fixed interest rate deal over a 20 year term.

Cashflow FinanceSector: Car Dealer

Business Finance Type: Business Loan

Amount: £35,000

After experiencing an increase in sales, a used car dealer required additional working capital in order to carry more stock. We sourced a business loan repayable over 3 years which allowed them to fulfil their plans.

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

  • 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
  • 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 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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