What makes us unique?

Explore below our process for providing you with
the best possible ser
vice.

The Invoice Finance Advisory Process

Step 1: We take time to understand your business.​
This may seem like a very basic part of any advisory service however you would be surprised at how many intermediaries spend very little time getting to know the inner workings of their clients. Without this, how can anyone be expected to know how best to assist you?
Step 2: Review the latest products and developments in the market place. ​
Once we understand the requirements of your business, we then begin the process of matching you with the most compatable funders. This is a skill which comes from continuously reviewing the market place and staying up to date with new products as they are launched. We also ensure that we stay abreast of any changes in funder appetites and get regular feedback from our existing clients about their provider. Invoice Finance is a fluid market - good funders can go bad and bad funders can go bust!
Step 3: Allow the client to make the decision.​
Once we have completed our research, we will provide you with a shortlist of funders who match your requirements. This will include an Outline Funding Proposal from each together with our own cost comparison and list of strengths and weaknesses for each provider. It is then your decision as to which funder you would like to progress with. We will of course be able to provide guidance and answer any additional questions that you may have before you make your decision.
Step 4: Provide ongoing assistance.
Whether you are new to Invoice Finance or already have a facility in place with another provider, once you have made your choice of preferred provider we will then assist with the application and setting up process. We are familiar with the requirements of all of the various providers that we work with and so are perfectly placed to ensure that everything runs as smoothly as possible during this phase including help with the exit from your existing Invoice Finance facility (should you have one).
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Have Any Questions or Comments?

Call 0113 4685997 or visit our Contact Page for more details.

Get In-Touch

T: 0113 4685997

A: 2 Infirmary Street, Leeds, LS1 2JP