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  • Mentoring
    With our vast experience we are equipped to provide the right guidance
  • Mediation
    We provide effective solutions with Lenders, Shareholders, and Stakeholders
  • Applications for Funding
    What ever mountain your business has to climb, we can help.

Specialising in expert SME advice across Yorkshire, including finance for business and funding for your small or medium sized business – working with businesses in York, Leeds and further afield: we can help with all aspects of business planning.


Who Are We?

Who Are We?

We are a consultancy based in Yorkshire which specialises in helping, and supporting Owner Managed Businesses (OMBs) and small, and medium sized enterprises (SMEs) with business plan advice, company advice, funding advice and advice on finance for your business.

How Can We Help?

How Can We Help?

In a variety of ways, depending on your particular circumstances. We do not adopt a ‘one size fits all’ approach, and will only offer solutions based on a detailed and thorough examination of your business. We offer a range of company advice.

What Do We Do?

What Do We Do?

We bring a wealth of experience to your business, to help you in today’s highly challenging business environment.

Testimonials

  • I worked with Phil on a take private transaction. He was exceptional at understanding the brief and then coming up with a workable financing solution. We then moved quickly to complete the transaction and at all stages Phil delivered on his undertakings leading to a successful closing.
    Neil McClure - Director - Corporate Advisory ,
  • Phil always understood the needs of the businesses we worked on together which enabled him to provide great results.
    Dwight Mighty - COO at TLA Worldwide plc ,
  • Phil worked with me and others organising a sponsored walk for St Gemma's Hospice. Since then I have been in touch with Phil several times in his role at Barclays. Phil is a very energic and engaging person. He always puts maximum effort into all of his tasks, bringing a professional but light hearted approach to challenges. This personable approach of Phil's means he is well known and respected in the Leeds and West Yorkshire business networks, and he regularly attends professional networking events
    Hugh Fairclough, Audit Manager, Baker Tilly,
  • I have introduced Banking transactions to Phil over the last 8 years. He has proved to be extremely adept at dealing with structuring complex transactions and presentations and has achieved results where others have failed. His manner with clients is professional and personable which has meant that he has proved to be adept at winning new business.
    Nick Duxbury - FCA Finance Professional ,