Review of 2018

2018 has flown by and what a year it has been!  There have been some significant changes and some great achievements:


  • The size of the team has increased with great people joining us
  • We have strengthened our operations and compliance procedures
  • We have invested in new computer systems and processes to improve and enhance our client experience
  • We have sourced circa £100 million of debt for our clients
  • We have grown our introducer base and collaborated with a lot of local businesses
  • We were a finalist in the Professional Services Category in the Bath Life Property Awards


Looking forward to 2019 we are looking forward to working with our network of alternative finance providers (we have access to over 200 lenders) and building our relationships with our clients and professionals.

Our charity partner for 2019 is Children’s Hospice South West and we will be doing a team event to raise money for this great charity.

We are working with Action Coach and sponsoring the South West Business Growth Summit 2019 and will also be sponsoring the Bristol Life Property Awards following the fantastic event in Bath.  We will have more exciting news to announce in the new year so watch this space for updates!

Finally, we would like to wish everyone a very Merry Christmas and a Happy New Year!

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