July 2014 Successes


Our highlights from July are:

  • We agreed a £260,000 overdraft for a property development company.
  • We arranged an £800,000 asset refinance agreement for a company in the printing industry.
  • We agreed a £750,000 sales finance facility for another company in the printing industry.
  • In total, carried out work work on around 20 fund raises, from £100k to £15m across a variety of industries.
  • Our Senior Accountant, Rob Johnson, celebrated two years with the company.
  • Rachael Donlon from our payroll and company secretarial department celebrated her 21st birthday.
  • One of our new starters, Shelby, celebrated her 18th birthday.
  • Our Corporate Finance team spent some time in London meeting potential investors.
  • Our Director of Wealth Management, Paul Lindfield, wrote a piece for Professional Adviser magazine on what he’d do if he was the FCA for a day.
  • Our office celebrated the birth of the boss’s son, Rocco!
  • Last, and probably least, we hit the 1,000 follower mark on Twitter!
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