Affordable, Available Business Expertise

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

Business Restructure & Recovery

Banking and Funding Advice

Asset Based Lending

Bridging Finance

Invoice Finance

Venture Capital Funding

Financial Recruitment

Financial Risk Management

Independent Financial Advice and Wealth Management

Individual Investors (Private Equity) and Business Angels

Commercial Law, Debt Recovery and Contract Dispute

General, Public Liability and Trade Insurance


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.

3/ 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.

pound sign