Finance Case Studies

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

professional-servicesSector: Professional Services

Business Finance Type: Business Loan

Amount: £75,000

This professional services firm was presented with an opportunity to purchase a business from a retiring owner. The purchase was successfully completed with the help of a Business Loan.

health-supplementsSector: Health Supplements Manufacturer

Business Finance Type: Asset Finance

Amount: £70,000

With a growing range of products this manufacturer was in need of new machinery to produce and package their product. We arranged an Asset Finance facility which matched the company’s requirements.

property-refurbishmentSector: Property Refurbishment

Business Finance Type: Bridging Loan

Amount: £80,000

An experienced property developer identified a property to purchase, refurbish and then re-sell. To assist with the purchase, we secured a 9-month bridging loan which was sufficient time to complete the project.

windows-manufacturerSector: Window and Door Manufacturer

Business Finance Type: Asset Finance

Amount: £45,000

With an expanding order book this manufacturer was in need of additional working capital. Following a review of the business we were able to arrange funding against existing assets within the business.

Professional ServicesSector: Professional Services

Business Finance Type: Short Term Loan

Amount: £20,000

Faced with high-cost loans from a variety of lenders we were able to reduce this company’s interest costs and consolidate its debts on to one Short Term 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 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
  • 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
  • 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
  • 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

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