Trusted relationships allow us to work with
existing advisors to provide practical, frank
advice to their clients

Advisors

We are usually introduced to new cases through a referral from an existing advisor to the business.

We value our relationships with business advisors. When referred by an advisor we look to provide a thorough and pragmatic professional opinion on the situation facing the client, with no hard sell whatsoever. We find that this approach promotes a lasting business referral relationship.

We will take part in meetings at no charge on a confidential no obligation basis. In most cases we find that:

  • the advisor is satisfied that the client has received sound specialist advice, and
  • the client is more at ease having clarified many issues on their mind (including any personal financial exposure) and with realistic options to deal with the situation.

We advocate business reciprocity and in most cases where we are formally engaged the assistance of the current advisor is required, and remunerated accordingly.

Client in difficulty

  • Attend meetings
  • Director responsibilities
  • Appraise the Bank’s stance
  • Personal guarantee review
  • HMRC review
  • Funding and Finance
  • Recovery and insolvency options
  • Specialist legal advice

Client’s customer failed

  • Attend meetings
  • Retention of title
  • Proxy/proof of debt forms
  • Creditor meetings