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Investment planning should be a continuing process to ensure your investment aims are still right and your investments correctly aligned with those objectives.

Transactional Business

Our recommended method of operation is to get to know you and to design a tailor made financial planning solution to meet your needs. However, we recognize that there is also a need for one off or transactional advice often dealing with a single, important topic or situation.

This service is apart from, and often in addition to, our continuing advisory role and could include, for example, a need for business assurance to cover a specific individual, advice on a commercial property transaction, the purchase of a specific investment fund or any other one off decision.

Here our methods are no less rigorous and we will use our best endeavors to provide you with a solution to meet your requirements. Our in-depth knowledge of various specialist areas and the technology available to us allows us to search the financial marketplace for cost effective and appropriate plans.

We have assisted many clients and companies with their business planning over time including remuneration strategies, treasury management and commercial finance.

For commercial finance we will establish the viability of the purchase or project, present your requirement to a range of suitable lenders, assist in selecting the most appropriate terms and conditions with the chosen lender and see the loan through to conclusion.

In addition we can co-ordinate your business, accounting and technical plans if appropriate. We will work with your existing professional advisors, including accountant and solicitor, to provide an integrated solution to your needs.

We can provide assistance in the following areas of commercial loans:
• Property development finance, including commercial and residential projects, new-build and conversions,
• Offices or premises for owner-occupiers, traditionally, a strong area for commercial mortgages, covering offices, retail and industrial premises,
• Investment properties, where a number of innovative schemes can help the investor to add to his property portfolio,
• Professional practices, where special schemes can help professional partnerships buy their own offices or surgeries, and
• Business purchase schemes, where particular schemes are available for buying licensed premises, hotels, nursing homes or other types of business.

Our comprehensive service will help you to obtain a competitive commercial mortgage with payment terms to suit you and your budget.

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