Protect your wealth

    Raising
    finance

    Securing the right funding on the right terms to power your next phase of growth. We help you navigate the complex lending landscape with confidence.

    ICAEW Chartered
    Established 1921
    Local Tax Experts

    Fueling Your Growth Strategy

    Whether you are looking to expand operations, acquire a competitor, or manage cash flow during rapid growth, securing the right type of finance is crucial.

    We work closely with you to determine the most appropriate funding structure, prepare robust financial models, and present a compelling case to lenders or investors.

    Assessing funding requirements
    Determine most appropriate sources of finance
    Introduce niche sources of finance
    Prepare financial reports required by lenders
    Identify non-repayable government and other grants
    Help facilitate mergers, acquisitions or management buy-ins

    Comprehensive Support

    Business Plans

    Crafting compelling narratives for lenders and investors.

    Forecasting

    Demonstrating serviceability, ROI, and future cash flows.

    Debt Advisory

    Navigating bank loans, overdrafts, and asset finance.

    Equity Finance

    Preparing your business for angel investors or private equity.

    Our Network

    Leveraging Strong Lender Relationships

    A successful funding application is often about more than just the numbers, it's about knowing who to speak to.

    Over the decades, we have built strong, trusted relationships with local bank managers, specialist lenders, and investors across Gloucestershire and the wider region. We know what they look for, enabling us to position your application for the highest chance of success.

    Get in touch

    Let's solve your financial puzzle

    Whether you're looking for a new accountant, planning ahead for the next generation, or simply want a second opinion, we'd be glad to hear from you. Initial meetings are always at our cost, not yours.