Financial Planning

Phil Corper

Phil Corper started his career as a bank manager serving personal, small business and major corporate customers. Working for top global management consultancies, Phil then served a range of global multi-national clients which he continues to serve occasionally at main board level.

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Services:
Business Sectors:
- Manufacturing |
- High-tech |
- Services |
- Agriculture |
- Retail
Business Types:
- Council Project |
- Family Business |
- SMEs

David Nicholson

David Nicholson has 35 years experience as a senior manager with nationally known foodFood businesses processors including Heinz and Wall’s and as Managing Director of the Oriel Jones meat processing facility in Llanybydder and Senior Executive Officer of Dungannon Meats (now Dunbia). David also has 6 years experience advising food, fish and forestry businesses.

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Services:
Business Sectors:
- Hospitality |
- Food |
- Retail
Business Types:

Alex Warlow

Alex Warlow is a specialist in delivering business advice to farms and foodFood businesses, fish and forestry businesses. His BSc is in agricultureAgriculture Businesses. He assisted many clients to obtain

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Services:
Business Sectors:
- Hospitality |
- Food |
- Services |
- Agriculture |
- Retail
Business Types:

Helped a bio-energy business to prepare a business and a financial plan, and to make a large successful grant applications for major equipment

17 July 2009 - 3:25am

We helped a bio-energy business to prepare a business and a financial planto forecast cash flow, profitability and funding requirements, and to make a large successful grant applicationsassistance to present their businesses to banks and grant awarding bodies with our excellent understanding of banks and grant awarding bodies and their procedures for major equipment

Services:
Business Sectors:
- High-tech
Business Types:
- SMEs

Woodlands consultant and contractor needed to plan the launch of his new business

17 July 2009 - 3:24am

A woodlands consultant and contractor needed to plan the launch of his new business. We helped him to prepare a business planto help clients ensure that all aspects of the business have been thought through, and to present their businesses to banks and grant awarding bodies and a financial planto forecast cash flow, profitability and funding requirements and to obtain a significant bank loan for working capitalAssisting Businesses to gain essential working capital

New owner of a plant nursery and garden centre needed a financial plan and marketing plan to help him to turn round the business

17 July 2009 - 3:22am

The new owner of a plant nursery and garden centre needed a financial planto forecast cash flow, profitability and funding requirements and marketing plan to help him to turn round the business

Helped key mangers of a technical services company with a Management Buy Out (MBO), including writing a business and financial plan and helping to raise bank finance

17 July 2009 - 3:14am

We helped key mangers of a technical services company with a Management Buy Out (MBO), including writing a business and financial planto forecast cash flow, profitability and funding requirements and helping to raise bank finance. We later assisted with updating plans and helping them with grant applicationsassistance to present their businesses to banks and grant awarding bodies with our excellent understanding of banks and grant awarding bodies and their procedures to buy new equipment and to launch another business.

Services:
Business Sectors:
- High-tech |
- Services
Business Types:
- SMEs

Large service provider faced a cash flow crisis and we worked with the company and its bank to assess the financial position, prepare a financial plan, raise additional finance

17 July 2009 - 3:10am

A large service provider faced a cash flow crisis and we worked with the company and its bank to assess the financial position, prepare a financial planto forecast cash flow, profitability and funding requirements, raise additional finance through leasing and lease-back deals, and improve credit and cash management processeswe can assist in developing essential business processes and financial information

Family owned clothing manufacturer to plan a premises location, build a new factory and buy additional equipment

17 July 2009 - 3:00am

We helped a family owned clothing manufacturer to plan a premises location, build a new factory and buy additional equipment, including writing a business planto help clients ensure that all aspects of the business have been thought through, and to present their businesses to banks and grant awarding bodies and a financial planto forecast cash flow, profitability and funding requirements and helping with two successful grant applicationsassistance to present their businesses to banks and grant awarding bodies with our excellent understanding of banks and grant awarding bodies and their procedures

Micro-brewery to buy its first equipment with grant assistance

17 July 2009 - 2:49am

We helped a micro-brewery to buy its first equipment with grant assistance, preparing a business planto help clients ensure that all aspects of the business have been thought through, and to present their businesses to banks and grant awarding bodies, financial plan and marketing planwe can help with all aspects of planning marketing, which allowed it to scale production and sales slowly as it developed and gained confidence.

Services:
Business Sectors:
- Hospitality |
- Drink
Business Types:
- Small Businesses

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