Finance Case Studies

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

Civil EngineeringSector: Civil Engineering

Business Finance Type: Business Loan

Amount: £120,000

This fast-growing civil engineering company were expanding and attracting major national clients including Morrisons supermarket. Additional working capital was required and funding was secured and in the bank account within 2 weeks.

Buy to LetSector: Property Investment

Business Finance Type: Buy to Let Mortgage

Amount: £410,000

An experienced property investor identified an ideal property, comprising of 10 fully let flats, to add to their Limited Company portfolio. We arranged a 5 year fixed interest rate deal over a 20 year term.

ManufacturingSector: Manufacturing

Business Finance Type: Asset Finance and Short Term Loan

Amount: £8,000 and £10,000

To meet an increasing order book this manufacture was in need of a new machinery and additional working capital. We arranged an Asset Finance facility and a short term loan to support the additional capacity required.

Shop FrontSector: Retailing

Business Finance Type: Bridging Loan

Amount: £125,000

A High Street retailer found out that their landlord had defaulted on his loan and their shop premises was being auctioned. We sourced a bridging loan which allowed them to purchase the premises and avoid it being listed in the auction thereby securing their business.

AgricultureSector: Agriculture

Business Finance Type: Start Up Loan

Amount: £20,000

A young farmer had ambitions to run his own farming business and to help purchase his first stock of animals we assisted in arranging a start up 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

  • 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
  • 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
  • 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
  • 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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