Engagement Model

As an off-market finance company we are proud to say that all our clientele comprises of businesses and professionals who have been recommended and introduced to us by our network of contacts.

This is a network of introducers built up over the last 30+ years comprising of accountants, solicitors, financial professionals, business mentors all who have clients needing help that they can’t provide.

Typically, our client’s needs cannot or will not be met by direct approaches to mainstream lenders. Their needs are complex or unusual in one aspect or another. We have extensive experience in dealing with such atypical circumstances.

Before working together, we will have an initial meeting, either in person or via video link, to discuss your current position and long term aims.

Corporate Planning works for our clients and not the lender.