PortfolioExec London Hub

the shard Our London Hub is really taking off.

If you are a business based in London and would like to meet like to make the right connections, or if you have clients in that area who may benefit from being part of a consortium like PortfolioExec, please contact us on Anita@portfolioexec.com or info@portfolioexec.com.

 

PortfolioExec Chester and Liverpool Hubs

 

We are in the process of launching hubs in Chester and Liverpool for businesses based in the Cheshire/North Wales / Merseyside areas.

If you would like to be part of our Chester or Liverpool Hub, please contact us by emailing Anita@portfolioexec.com or info@portfolioexec.com.

PortfolioMoney-Plus

PE-MoneyPlus Logo 3D

 

 

Portfolio-MoneyPlus™

Portfolio-MoneyPlus™ is a division within PortfolioExec® bringing together all the individual Associates, Business and Corporate Partners who have anything to do with finance [in its broadest definition].

The areas thus covered include:-

Accountancy – Accounts Preparation, Audit & Tax Financial Recruitment
Corporate Finance – Merger, Acquisition & Sale Financial Risk Management
Business Restructure & Recovery Part-Time Finance Directors
Banking & Funding Advice Independent Financial Advice & Wealth Management
Asset Based Lending Individual Investors (Private Equity) & Business Angels
Bridging Finance Commercial Law, Debt Recovery & Contract Dispute
Invoice Finance General, Public Liability & Trade Insurance
Venture Capital Funding Crowd-Funding

The aims are:-

1. To ensure that each sector specialism is aware of all the others
2. To focus inter-relational communications
3. To enable a multi-faceted approach to providing solutions for clients
1/ PortfolioExec® is expanding both its Membership and geographical reach all the time and as we bring in new Associates and Partners whose areas of expertise are finance-related, they will be able to additionally develop their relationship and business-opportunity potential through MoneyPlus.
2/ Where individual Associates or Partner firms have News, new product or service offerings, seminars and
workshops or any other support requirement they can communicate these through the dedicated MoneyPlus website at www.portfolio-moneyplus.com – we are currently costing this.opportunity potential through MoneyPlus.
2/ Since the start of the recession in 2008 the topography of the whole marketplace in financing for business has altered radically. SME Business-owners can no longer rely on traditional sources of lending solely from their banks. In fact, an overall funding requirement may need to be a package or ‘cocktail’ of different forms of finance from different sources. Through MoneyPlus we can manage the clients’ needs and expectations in these areas.
4/ MoneyPlus™ can also act as the gateway for clients to access solutions to wider financial and cost problems.
Only Members of PortfolioExec® will be able to participate in and benefit from Portfolio-MoneyPlus™ but there will be no additional cost of participation apart from mutually agreed areas such as on-line promotion through our website, sponsored events, etc.

 

Short-Term Bridging Finance

One of our Associate members, Jonathan Shasha, is engaged in the provision of short-term “bridging” finance. Loans must be secured and for a business purpose (frequently the purchase of a property). Amounts typically 50k-400k and usually for a term of 6 months. Pricing based on risk but generally around 25pc pa. All propositions considered and tries for fast turnaround.


Contact: info@portfolioexec.com initially

 

Funding Circle

You may have come across this type of Crowdfunding concept before. Essentially it is a consortium of private Investors who wish to lend to SME’s. Funding Circle provides the underwriting and collective umbrella for individual investors to elect if they wish to support any credit approved loan application. All such Funding Circle loans have 20% funding provided by the Government. Loans of 6 months to 5 years up to £150k are available with only Personal Guarantee’s required.  Larger loans are available, although security will be required and Asset Finance is also provided

Qualification Criteria

  • Must be a Limited Company or Limited Liability Partnership
  • 2 years filed accounts
  • Minimum turnover £100k
  • A UK resident Director
  • A stable and creditworthy business

If you meet this criteria you can apply.

SME’s can apply direct but it is no difference in cost, and as with any application to borrow, it is how the information is presented that is key. It is worthwhile therefore allowing a broker to properly package the information on behalf of the SME.

Ian Theobold is an accredited broker for the Funding Circle. For more information contact ian@portfolioexec.com

Social Media Apprenticeships

The Digital Youth Academy has created a Social Digital Apprenticeship for any business that uses or wants to use Social Media or Digital Marketing to grow their business. Based in the workplace and attending College for approximately 12 days per year. Contact us if you have any interest.

Auto Enrollment – Pensions

The Pensions Act 2008 introduced major reforms to workplace pensions. Under these reforms all Employers in the Uk must offer a qualifying workplace pension to their workers. All eligible workers must be automatically enrolled into the chosen scheme. The Employer is required to pay a minimum level of contribution. Starting at 1% climbing annually to 3% and the Employee similar, starting at 0.8% climbing annually to 4%.

Implementation commenced in 2012 with the largest Employers and roll out is staggered. It is important SME’s are aware of this impending change. Not only from a cost perspective but also a process. If you are unsure we would suggest you speak to your Accountant in the first instance or contact us.