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Financial planning for your business


If you’re looking to purchase a new business or expand your existing business, we can source the most appropriate finance for your needs.

How we can help with Finance

Sourcing finance for a new venture can be a time-consuming business. So why not let us do the leg work?

Whether you need finance to purchase a new business, expand an existing business, or whether you’re a property developer looking for a ‘buy to let’ mortgage, we can source and arrange the most appropriate short or long-term finance for your needs, including bridging finance.

You can also speak to us about Succession Planning and a range of other business services.

In a nutshell

  • Arrange finance for business, including the purchase of a business, business premises and agricultural mortgages
  • Find the best ‘buy to let’ mortgage deals
  • Arrange bridging finance on the best possible terms
  • Arrange invoice discounting

Team members specialising in Finance

  • MG 7902 copy

    Michael Oglesby

    Director & Later Life Financial Planner


    Later-Life Financial Planning

  • MG 2

    Nick Blake

    Mortgage Consultant


    Mortgages and Proctection Advice