Finance Case Studies

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

Online Business FinanceSector: Online Retailer

Business Finance Type: Business Loan and Trade Finance Facility

Amount: £200,000 and £75,000

A successful online retailer of household goods needed additional working capital to expand its product line. We were able to help the company achieve its growth plans by arranging a Business Loan and a Trade Finance facility to assist with its importing needs.

RecyclingSector: Recycling

Business Finance Type: Asset Finance

Amount: £37,000

When a relatively new recycling firm with no track record needed finance, we were able to arrange finance on existing plant and machinery, which released the required cash for working capital.

Funeral ServicesSector: Funeral Services

Business Finance Type: Commercial Mortgage

Amount: £115,000

When a client needed to restructure existing finance with numerous lenders on a recently completed Chapel of Rest, we were able to source a commercial mortgage which reduced their monthly finance commitments by £1,200 per month.

Construction FinanceSector: Construction

Business Finance Type: Business Loan

Amount: £325,000

This specialist construction company had the opportunity to acquire a complimentary business. We arrange finance aligned to their needs which allowed the company to acquire the business.

Sector: Manufacturer

Business Finance Type: Asset Finance

Amount: £12,000

With a rapidly expanding order book this company had a constraint on cashflow after buying machine from their own resources. We were able to re-finance the equipment purchased to inject much needed cash.

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 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
  • 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

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