Protection

Protect your family and your lifestyle in case of the unexpected

Mortgages

Looking to move home or reduce your current mortgage outlay?

Retirement Planning

We can help you plan by ensuring you have the best pension scheme possible now and at retirement

Investments

With so many choices, leave it to us to help make your money work harder for you.

Commercial

We can support your business development plans with advice on growth, restructure and commercial lending

Your home may be repossessed if you do not keep up repayments on your mortgage

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Business Development and Loans

paper house and cityscape

We have over 25 years’ experience in the commercial markets and deal with all participating banks and commercial institutions. 

We have also arranged funding for business development projects.

Our Commercial Lending Specialist has vast experience of sourcing commercial loan funding, mortgages for building projects and commercial finance for landbank development across South Wales. 

We give specialist, professional financial advice on:

  • Commercial Mortgages (purchase)
  • Commercial Re-Mortgages and Re-Financing
  • Factoring and Invoice Discounting
  • Business Restructuring
  • Business Agreements
  • Partnership Agreements
  • Business Expansion & Grant Funding
  • Business Exit Strategies (Retirement Planning)
  • Bridging Loans
  • Management Buy Outs (MBOs)

Business Structuring

There are many myths about factoring and invoice discounting but if this system suits your business then this can be a life saver. In some cases it may not be suitable, this is where we can help you make the right decision.

Commercial finance is not regulated by the Financial Conduct Authority (FCA).

 

 

Straight forward information and easy to follow progress, being able to see everything via the Old Mutual portal is excellent. Stress free from start to finish and such a good feeling about who is best at looking after my financial future.

Phil Harmer, April 2017

I had the best possible products tailored for me. I appreciate how much time you have saved me.

Karen, London

Wanted to say thank you so much for all your mortgage help and advice over the past few months, you've been brilliant!

Dr Brazier, Liverpool, Sept.2016

Many thanks for your swift efforts with our mortgage Dan, you're a credit to your profession

Piers, Taunton, September 2016

My critical illness policy covers everything I need and took into account my lifestyle and income - thank you!.

Teresa, Llanelli

It was so nice to find someone who was happy to listen to all of my questions and concerns before we agreed on a plan of action.

Christine, Swansea

Gary provided excellent advice and assistance with a complex purchase. He understood the timescales and sourced lending when others could not.

James, Swansea

Daniel never let up and his tenacity was commendable. I was kept informed of our mortgage progress at every stage.

Louise, Swansea

Straight forward information and easy to follow progress, being able to see everything via the Old Mutual portal is excellent. Stress free from start to finish and such a good feeling about who is best at looking after my financial future.

Phil Harmer, April 2017

Dan cut through the jargon and was always there to respond to my questions; his work has helped my dream of buying a house come true.

S & K Jones, Swansea

Thank you for the excellent service and advice given, you made my journey hassle free and tax efficient, and now very profitable

Steve Allan March 2018

Get all of your questions answered by our experts - call us or complete our online enquiry form to arrange your meeting. The first meeting is at our expense and without any obligation

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