Finance Case Studies

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

RecyclingSector: Storage and Waste Removal

Business Finance Type: Business Loan

Amount: £100,000

A specialist storage business had secured a biomass boiler to recycle waste material and sell energy back to the grid. The business was in need of additional funding to finalise the installation.

Fish and ChipsSector: Takeaway Food

Business Finance Type: Business Loan

Amount: £56,000

The proprietor of a fish and chip shop was in need of funds but their bank could not help. We were able to finance the deal through an alternative specialist lender due to the client’s good credit history and previous track record.

ScaffoldingSector: Construction

Business Finance Type: Business Loan

Amount: £50,000

A scaffolding company was successful in winning a local authority contract. To support its need for additional equipment and to boost working capital we swiftly sourced a business loan to match their needs.

Pharmaceutics Sector: Manufacturing

Business Finance Type: Business Loan

Amount: £100,000

A specialist pharmaceutical manufacturer had experienced an increase in turnover and with further growth expected they needed additional working capital. We arranged a business loan to provide funds to support their growth plans.

Thermal insulationSector: Construction

Business Finance Type: Business Loan

Amount: £26,000

After taking on a number of new contracts a thermal insulation company was in need to additional working capital to fund up-front costs. We sourced a suitable lender who provided funds to support the business growth 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

  • 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
  • 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

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