Finance Director Recommendations

Bank and Customer Referrals

The vast majority of new business comes from our existing customers. Therefore, if you really want us to work with you, then we will encourage you to speak with one of my other clients.

The bank managers who we work with previously are also very generous : recommending our services to other businesses in their portfolio or to colleagues in their relationship team. More often than not, the bank is keen to lend you more money to help you grow. However, this often requires the presentation of a clear business case in a language that the bank understands. In the last 20 years, we have secured around 100 rounds of funding from banks in almost every sector.

Finally, investors are another rich source of referrals. In the early stage companies that we have been involved with, we have often introduced angel investors and sometimes even invested along side them.

Region covered

Birmingham to Bristol and Hereford to Oxford.