Banking reviews

Banking reviews

Our banking review service assists businesses of all sizes with fundraising, refinance and general banking issues.

We have fully qualified individuals with practical expertise who maintain close relationships with all the major banks and newly emerging finance sources.

Since the banking crisis hit in 2008 it has been difficult for many businesses to feel comfortable with their banking relationships – whether this be regarding a general renewal of facilities or increased finance needs.

Banking review services we offer


In many cases companies need to rebank either because their current bank no longer has an appetite for the particular sector they are involved with, or the business itself decides that the bank does not provide the level of service and/or interest in their business that they require.

We have contacts throughout the banking world and can arrange for companies to meet appropriate people from banks with an appetite for their sector.

Many companies on trying to change banks have difficulties and spend unnecessary time due to the fact that they are speaking to the wrong division, wrong bank or wrong person. We make introductions only to people we know.

Raising finance

Knowing where to go for finance is crucial. We understand what the banks are looking for and how it should be presented. We help with the preparation of appropriate financial information and discuss options with our clients before preparing a bank proposal.

Expansion funding

When companies are ready to expand we assist with business plans and find the most appropriate sources of finance. This can be from the mainstream banks, new challenger banks or it may be our contacts within venture capital trusts, development agency funding or web based products.

Property finance

We maintain links across the finance industry with property specialists. These include those mainstream banks with appetite for property, the emerging banks and some specialist players. This involves both residential and commercial investment funding together with property development finance, buy to lets and commercial mortgages for owner occupiers.

Main benefits

  • Personal service by experienced people – no work is passed to junior staff
  • Experienced banking professionals included
  • Mix of accounting and banking expertise available – one stop shop
  • Introductions to known contacts only
  • Proposal created in bank friendly language identifying the risks and mitigants
  • High success rate – around 90% over past four years

Want to learn more about how we can help?

Contact us to arrange to speak with one of our specialists in London, Kent and Sussex.

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