©2019 Isle of Wight Finance. 

 

ISLE OF WIGHT FINANCE

HELPING YOU TO STAY IN CONTROL OF

YOUR BUSINESS

 

WHAT WE DO

We help businesses in the South UK  to successfully understand and control their finances - both operationally and for the longer term including selling or planning an exit.  We can help with funding and R&D tax credits.  We do not conduct consumer finance or regulated activities that require FCA registration.  We are approachable and happy to talk to you in confidence without any obligation.  We act as a virtual member of your team; on-hand when needed.

EXPERIENCE IN BUSINESS

Brendan Treacy (owner) has been a director of finance for over 30 years in a number of sectors and in both small and medium sized businesses.  A chartered accountant, head of finance and also chief executive, Brendan has a deep knowledge of financial issues from complete start-ups through to the board of listed companies.  He is a hands-on person but can also help with the big picture.

HOW WE WORK

We will arrange to meet you and see if we can address your needs, large or small.  We will agree any assignments with you and tailor them to meet your exact needs, whether its a short review and report or a longer assignment.  Our fees are a reasonable day rate, or fixed priced deliverables.  All our work is confidential and fully documented.  Examples of what we do and advisory work are shown below.

 

SOME OF OUR SERVICES

Help with running your business finances

Managing day to day finance

  • Reviewing your management accounts : profit and loss, balance sheet and cashflow.

  • Forecasting and controlling cashflow.

  • Planning, budgeting, modelling the business.

  • Cost control, policies and documentation.

  • Contracts, proposals and bid documentation.

  • Policies and procedures.

  • Organisation and people.

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Funding the business

  • Short and long-term issues

  • Overdrafts and loans

  • R&D Tax Credits - saving you money

  • Buying assets and capital investments

  • Funding options and share transactions

  • Valuation, acquisitions and disposals

  • Finding investors and making proposals

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ISLE OF WIGHT FINANCE ADVISORY

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CONSULTING

At Isle of Wight Finance, we combine our insights and skills to transform your processes and strategies, and in turn, your company. We’re proud to help shape and improve how our clients structure and manage their business.

Analysing the Data

STRATEGIC PLANNING

It pays to think ahead and be ready to meet the future. Planning ahead is not simple and staying competitive is always subject to outside influences.  We can help you through the process.

Modern Office

ADVISING

Sometimes you just need a sounding board if you don't have a board of directors to call upon, or someone independent to give a considered opinion. It could be an upcoming change to the business or how to face a critical downturn. We can help with key financial decision-making.

 

Results and benefits

Whatever your need - designing an in-house process or preparing for a major meeting with the bank manager - we want to see a benefit to you.  We will listen, advise, recommend and implement what works for you and we'll follow up afterwards.

 
 

Send a message or call now

Phone :   07767 44 53 27   or   01983 653170