Inspire Inaugural Ball

Inspire Ball 3On the 6th February 2016, Inspire held a superb Inaugural Ball at the magnificent Gorton Monastery, in Manchester. Tables had sold very well and some of our members attended and had a thoroughly enjoyable evening. The Ball was held in support of the 24 charities currently with INSPIRE.

Our thanks go to Sarah Cooke for organising such a great event.

If you are interested in helping us support INSPIRE and their charities, please contact Nigel on or Anita on in the first instance and we’ll take it from there. Inspire are often looking for mentors for their charities. If you have any time that you can give to help, Inspire would be delighted to chat to you about it.




Portfolio-MoneyPlus™ Lunch

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On Friday 22nd January, we held our first MoneyPlus lunch. The event was very kindly hosted by RBS Corporate Banking at their splendid offices in Spinningfields. Early feedback is very positive and it is our intention to run these reasonably regularly, probably quarterly.

Good impetus was created at the lunch with new introductions made and some potential opportunities passing amongst attendees.

If you are involved in Finance, you should be on our invite list for these themed events, so please make sure your details are with Anita.

We are also looking for host venues, and other Banks would be ideal. RBS had credit represented on Friday, in addition to Relationship Management and they found it very beneficial. We are confident we will receive opportunities from them. So, if you are interested in hosting or know someone who may be, please send details to Anita on

MoneyPlus is all about using the breadth of funding options within the Consortium and, just as importantly, the people to go with the funding (if needed), to ensure the proper financial systems and disciplines are adopted.

If you should have any MoneyPlus opportunities, please send headline details to

Next MoneyPlus Lunch

Friday 18th March, 12 noon – 14.00 pm, is the date of our next MoneyPlus lunch. If you would like to book a place on it, please let Anita know on

Research Project – Building Effective SME Lead Teams

The pilot phase of the research project “Building Effective SME Lead Teams” is underway. Initial feedback has been both very encouraging and helpful. This work is borne out of the need for SMEs to drive the UK economy and, also, recognising that organisations benefit greatly in many dimensions if teams can perform more effectively than the sum of their parts, none more so than lead teams.

Building Effective SME Lead Teams is free for all participants and we will feed back results with comparative data to allow everyone to benchmark with other companies and “take stock”. All the data will be anonymous, with the exception of a few case studies and these will be agreed with those companies beforehand. Two companies have already volunteered to be case studies.

We need a diverse range of SMEs from different sectors to take part, 100 in total, so if you know of any companies who would like to take part, please contact or call 07825 971371.

Made in Manchester Update from Pathfinder Associates

pathfinder logo-1Excellent speakers from large manufacturing companies, such as Duo, Tetrosyl, Crane and Polyflor were present on a panel for the Made in Manchester breakfast seminar, organised by NW Business Insider, on 29th Sept. The main challenges raised by panellists were:

  • The difficulties of finding funds for new equipment. One panellist had to go to Italy for funding!
  • The importance of marketing brands and protecting their integrity.
  • The constant need for innovation and patenting new products to stay ahead.
  • Accurately capturing the Voice Of the Customer.
  • The challenges associated with attracting quality new people, particularly middle managers and apprentices.
  • The drive to re-shore manufacturing and supply activities, as companies seek greater responsiveness, next day deliveries, low inventories and reduced cost of replenishment.

A Futurist focused on trends in the business world, citing the rapid changes that can occur in company fortunes; some suddenly accelerating as they find new opportunities or markets, while others suddenly collapse. Some companies seem like a supertanker; they are difficult to turn around, despite impending difficulties. Whereas companies would be looking to predict trends years ahead, the timescales are now much shorter, due to the speed at which markets change.

ACCORD-ISS Football Academies

Accord-ISSACCORD-ISS introduce ISS Football Academy, now running brand new Easter and Summer Football Courses for both UK and International Students.

At ISS Football Academy (ISSFA), we share a vision of enhancing academy and professional opportunities to talented children across the world. Whilst the Premier League continues to develop into the most popular, thrilling league in the world, we want to further the development of soccer through our innovative coaching approach. The ISSFA targets to increase the level of access to elite training whilst refining the values of grass-roots football, producing a new competitive selection process for Professional Academies/Clubs. We plan to fully integrate both our international students with UK students which will give each child an invaluable cultural experience.

Our programmes are designed to develop and challenge children physically, technically, socially and psychologically. ISSFA is fully supported by an elite coaching team, with over 10 years of experience working in football and sport. Our team have worked across a variety of educational establishments in England, Europe and America.

All UK Football Academy Camps will run during the UK School Summer Holidays at three of our venues: Rossall School, Fleetwood / Bethany School, Goudhurst / Moira House School, Eastbourne (Also Easter Courses available).

For more information, you can check out the ACCORD ISS website – Alternatively, you can contact Jamie Gould – to discuss possible bookings or request our 2016 brochures.

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 or


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 or


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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 – 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: 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