We are always looking out for opportunities to work in partnership with other businesses and people.
We have two opportunities on offer.
We welcome introductions to businesses you know which are seeking finance. You may be a colleague or their professional adviser and you can be assured that we will handle their requirements with the utmost professionalism.
We will keep you informed of progress and upon successful completion of a case we pay you a referral fee.
To find out more or to sign up to our Introducer Scheme simply send us an email via the Contact Us box at the foot of this page or call us on 08456 809 728.
We are always on the look for new Associates to join our growing team. The opportunity to join the Business Loan Services team is open to individuals with the right skill set and background. Ideally you need to have worked in the financial services industry and have experience in assisting businesses access finance.
The opportunity to join the team is on franchise basis and so is an ideal way of having the benefits of both independence and being part of a team.
To find out more on how to become an Associate simply send us an email via the Contact Us box at the foot of this page and we will send you more details.
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.
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!
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.
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.
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.