Mark Steel advised on the raising of finance for the acquisition of a loan portfolio on behalf of its broker.
Our real estate experts excel on providing accurate advice which is both practical and cost effective.
Our legal experts will advise at all stages of property transactions from the preparation and negotiation of heads of terms through to completion advising on the preparation and negotiation of all related commercial agreements to include agreements for sale and purchase, funding, development, joint ventures, grant funding and landlord and tenant related matters.
Our clients operate locally, nationally and overseas and include the public and private sectors. Our clients include developers, banks and various funding institutions, investors, retailers, educational and research institutions, religious organisations, care homes, hospices and other health care organisations. We also work with charitable housing providers, local infrastructure bodies, large grant making organisations, community amateur sports clubs, youth and community centres, museums and art galleries, animal sanctuaries and environmental groups.
We advise on the full range of real estate issues including:
In addition to this we also provide expert and structured training courses on property related topics.
Our construction experts have experience and expertise on the various aspects of construction transactions to include advising on development agreements, building contracts (both industry standard and bespoke to our clients) and we also offer advice on professional team appointments and collateral warranties.
Where disputes arise, we are equipped to advise and manage those disputes through the pro-cesses of litigation, arbitration, adjudication and mediation.
Our environmental law experts have both a clear understanding of environmental law regimes and in depth experience of handing environmental related matters thus enabling us to offer specialist advice on all areas of environmental law.
We are able to provide practical advice and solutions ensuring that our clients are compliant with environmental regimes which in turn avoid contaminated land disputes.
Our planning experts have a comprehensive understanding and working knowledge of planning law related matters.
We work closely with our clients at all stages of the planning process providing expert advice on a variety of areas to include planning applications, planning agreements, judicial review and matters relating to issues of enforcement.
Our planning experts work together with our real estate, construction and environmental teams providing strategic and practical advice to help our clients achieve their development objectives as efficiently as possible.
Our real estate litigation team has a wealth of experience in all forms of disputes. You can depend on our team for support and help to resolve any disputes and conflicts you may experience. We will help you understand your options and strategies when handling disputes, providing clear, prac-tical and concise advice.
Our team advises and has great experience on all aspects of property related matters.
We seek to settle disputes in the most appropriate way to achieve the quickest and most cost ef-fective resolution as possible for our clients.
Secured lending, development finance and finance transactions generally involve a number of complexities both in terms of how those transactions are structured and the contractual docu-ments that apply.
We have a first-class reputation in this sector both with borrowers and with lenders. Our specialist knowledge and expertise ensures that our advice is both practical and to the point.
We provide advice to various high street banks, building societies, funding institutions, mezzanine lenders, investors and developers on all aspects of finance transactions to include, traditional se-cured lending, development finance and joint venture funding.
We understand that clients expect their premises to be managed to the highest standards of effi-ciency so as to protect them both in terms of value and reputation. Similarly, we understand that efficient property management is vital so as to avoid unpleasant disputes with tenants.
Our experts can help with all legal aspects of property management. Further, we can assist with management strategies based on our experiences and expertise to facilitate efficient and cost ef-fective management.
We cover all aspects of Landlord and Tenant relationships (both contentious and non-contentious) to include the preparation and grant of leases, lease renewals and all related documents that apply to Landlord and Tenant related work.
We also handle all forms of short-term occupation to include tenancies at will, licences and assured shorthold tenancies.
I have just signed contracts for the licensing of a patent thanks to Joanne Shelley's expert input, help and advice. Joanne has great professional expertise in this area and was highly skilled at guiding me through all the ins and outs of different contract clauses. She was razor sharp and super quick in all her responses but also listened very carefully to what I needed. Added to which she is always cheerful. A strong recommendation is easy to give.
Forster Dean has worked with Denise Walker for many years and she is pragmatic, highly professional and always has our best interests at heart.
David Axon has provided strategic direction, practical tactical input and personal finance to help our company develop and grow. His network of contacts for business growth and raising finance is second to none. I would recommend David to any business. David is now a non-Executive Director on the board of JUXDIT.
Mark Steel produced a first class, clear and insightful investment document. His straightforward approach was hugely refreshing and he conveyed the opportunity and what was being asked of us in a really well thought out way. This clarity was invaluable to us as we could quickly decide how to proceed.
“I have worked with Mark Glenville on various property related projects ranging from estate management to site acquisition, assembly and funding on mixed use development schemes. Apart from having the expertise and experience in his subject, Mark’s proactive and ‘can do’ approach really does set him apart from his peers. I would highly recommend Mark."
"I have worked with Mark Glenville on numerous occasions on varying cases and have always found his work of the highest quality with good attention paid to any relevant areas which needed the necessary diligence."
Introducing the professionals behind Glenville Walker and Partners, in partnership together to ensure you receive the most dedicated,
experienced and bespoke service within the legal sector.
Head of Business Law - Solicitor
Denise is a co-founder of Glenville Walker and is Head of the Business Law department.
Denise advises on all aspects of Business Law and as Head of Corporate Department she quite uniquely instigated the development of a Corporate Finance offering within her last firm over 16 years ago. This also encompasses Corporate Finance and Business Enhancement and Restructuring.
Denise has worked very closely with Corporate Finance for many years and as a result has developed a more rounded approach to business advice’s which has enhanced her reputation and has been recognised by her clients as different.
Denise is a natural communicator and has a wide circle of business contacts which she will draw upon in Glenville Walker to create a useful and exciting network of support for Business Clients.
Denise qualified as a Solicitor in 1991 after a prior career in Haematology in Hospital Pathology. Denise spent 27 years working as a Corporate Lawyer in a large Business focused North west regional law firm. She was made Partner 4 years after qualification, was Head of the Corporate Department for 13 years (leading a team of 30 people which has the largest corporate team in Liverpool at that time), a member of the firm’s Management Board for two consecutive terms, developed that firm’s Corporate Finance offering and managed the Department through 4 consecutive mergers.
Denise decided upon a change of direction last year and founded Glenville Walker with her partners on the 3rd of January 2017.
Denise’s vision is to ensure that Glenville Walker will provide value for money by providing its clients with more user friendly, down to earth, commercially minded and practically useful advices either itself or through its network of experienced Business Consultants.
This approach stands out as different in this world of larger corporate law firms who sadly seem to be losing their business friendly cultures as a function of their size.
What the legal 500 says about Denise
The Legal 500 2016 says Denise is “first rate” and Denise has been described in Legal 500 as a leading individual for many years.
Denise is also recognised in Chambers
What others say about Denise
‘Forster Dean has worked with Denise Walker for many years and she is pragmatic, highly professional and always has our best interests at heart.’
Bill Betts, Director, Forster Dean
“We have worked with Denise Walker on a number of occasions now. She has completed a complex restructuring of our group and has also acquired other businesses on our behalf. Denise’s straight forward advice is invaluable from a commercial perspective and we treat her as our sounding board for business strategy. We cannot recommend her highly enough and we have moved all of our business legal requirements to Glenville Walker.”
Elaine Clarke and Andy Donaldson, Baa Bar Group.
“When you really need someone to go in and bat for you – Denise Walker is the solicitor I would choose! Her commitment means you know you have a great ally and advocate – and a friend when times are challenging.”
Gary Devaney, CEO and Chairman, MD Insurance Services Ltd
“We were struggling to deal with a legal issue, but once we brought in Denise Walker of Glenville Walker and Partners the issue was dealt with very quickly and highly professionally. I would highly recommend Denise and Glenville Walker and Partners.”
David Tinsley, Managing Director, Trederwen Springs 2008 Ltd
“Denise’s exceptionally broad knowledge of Business Law was fully evident as she represented our business complete its MBO; at all times her attention to every detail was outstanding. I recommend Denise Walker highly.”
Paul McGuckin, CEO, CS Financial Solutions Ltd
“We have used the services of Denise Walker and her team for many years and undoubtedly will continue to do so.
As Managing Director of a group of companies based in Merseyside, I have, over the years, had to rely on accurate and timely advice from Denise Walker and her team with regard to many areas of Corporate and Commercial issues. From complex supplier contracts to business restructuring and all parts in between, I have always valued the legal advice provided by her.
Her ability to very quickly cut through the “white noise” of commercial issues and summarise the problem and the legal requirements of dealing with issues has always impressed me.
Equally important is this advice is always provided in a down to earth, common sense manner and strips away the “legalese” jargon which can often accompany such commercial issues.
I would recommend her services to anyone needing, accurate, cost effective and timely advice in all Corporate and Commercial decisions.”
David Hughes, Managing Director, Lawton’s Ltd.
“I have worked with Denise on numerous projects over many years and always appreciated and enjoyed her common sense approach and ability to cut through issues to find pragmatic and commercial solutions. Denise delivers this in a down to earth manner, which is an asset and which helps create a strong long term working relationship that I value greatly”
Mark Borzomato, Investment Director, SPARK Impact Limited
Telephone: 0151 305 9652
Chief Executive Officer
Hazel is an enthusiastic and dedicated CEO, and a secret technical-social media geek at heart!
Hazel’s main focus as the CEO at Glenville Walker and Partners, is to strengthen and enrich relationships with both our partner firms and clients, placing them at the heart of every form of practice.
She has a compassionate approach to facilitating great client relationships to help businesses maximise the value of partnership and collaboration. This in turn helps our clients develop overall good professional reputations, through business networking by encouraging an environment for both business referral’s and future growth.
As a trusted client adviser, Hazel maximises long-term revenue opportunities for the company’s that we work with here at Glenville Walker and Partners.
Hazel has worked with the professional sector across the Northwest since 2006, working for well-known business networking agencies both in Liverpool, Preston and the Wirral.
Starting out her career as an Events Manager responsible for a programme of 150 events per year, progressing through to become a Sales and Business Development Manager for a UK wide hospitality brand in charge of the Liverpool region’s budget control and brokering opportunities into new client markets. To later specialise as the Commercial Manager for a maritime, logistics and energy cluster organisation handling over 200 client accounts, demonstrates a track record of Hazel’s extensive experience in sales and client handling, as well as technical knowledge relevant for the professional industry.
Telephone: 0151 305 9654
Real Estate Partner - Solicitor
Chris Morris is a Real Estate Partner at Glenville Walker and Partners, a commercially savvy business law firm based in the North West, UK.
Glenville Walker are a professional advisory business, consisting of a group of highly qualified, vastly experienced lawyers and advisors that can provide pragmatic solutions to support you and your organisation to change and grow.
As a team at Glenville Walker we have returned to old style family values, where our clients relationships matter more than anything else.
Chris Morris specialises in Commercial Property, having a depth of experience in landlord and tenant, sales, purchases and lettings of commercial and agricultural properties, acting for major corporate occupiers and high-net-worth individuals, the management of large portfolio estates, development both for commercial projects and residential housing, together with advising on the real estate aspects of corporate acquisitions and disposals and secured lending.
In addition to his Commercial Property expertise, he also offer’s specialist advice in Agricultural Law, acting for large landed estates in Cheshire and North Wales, through to small holdings based throughout the Northwest of England, advising upon agricultural tenancies and licences, wayleaves and easements affecting agricultural land, through to advising upon large quarrying licences.
Although Chris act’s for a number of larger businesses and large landed estates, his primary client base consists of SME’s, many of which are owner-managed. Chris’ main focus is to understand his clients businesses inside and out, and building long-lasting client relationships.
Telephone: 0151 305 9662
Head of Intellectual Property – Solicitor
As a former life scientist and recognised Intellectual Property (IP) specialist, Joanne is experienced in all aspects of both contentious and non-contentious IP.
As Head of Intellectual Property at Glenville Walker & Partners, Joanne’s aim is to help clients to profit from their ideas and innovations, through identification, protection, development, exploitation and enforcement of their IP rights (IPRs). Acting for a wide range of clients from individuals, OMB’s, SME’s to PLC’s in a variety of sectors, advising upon issues covering Patents, Trade Marks and passing off, Copyright, Design, Trade Libel and Confidential Information together with IP/IT agreements including licences, assignments, R&D collaboration, manufacturing and supply and software agreements.
With IPRs it helps to understand the full life cycle of the IP within the business, from what IPRs they have, where did they come from and who owns them, to how and why they innovate, how they capture and protect their ideas and ensure they are free to use and are they making maximum use of their IPRs. The starting point is often an IP audit of either the entire business IPRs or of the IPRs in key products, services and/or software.
We provide value for money by providing our clients with more user friendly, down to earth, commercially minded and practically useful advice, either ourselves or through our network of experienced Business Consultants.
Joanne Shelley receives strong recommendations for her expertise in commercial and IP law.
What Chambers and Partners say about Joanne
According to clients, she “possesses a rare ability to explain and provide advice on complex matters in a clear and simple manner.”
Joanne Shelley is “very attentive,” “technically brilliant” and “very good with people,” clients say.
What the legal 500 say about Joanne
“The ‘tenacious yet practical” Joanne Shelley
What others say about Joanne
“I have just signed contracts for the licensing of a patent thanks to Joanne Shelley’s expert input, help and advice. Joanne has great professional expertise in this area and was highly skilled at guiding me through all the ins and outs of different contract clauses. She was razor sharp and super quick in all her responses but also listened very carefully to what I needed. Added to which she is always cheerful. A strong recommendation is easy to give.”
Dr Richard Price, Director – Kainos Innovation Ltd.
Telephone: 0151 305 9660
Real Estate Solicitor
Kim Rainford is a Real Estate Solicitor who joined us in March 2017 to undertake her training contract.
She started her training contract with Mark Glenville in the property department, assisting with both commercial and residential transactions as well as running her own case load.
After getting her law degree at the University of Liverpool and completing the LPC at Manchester College of Law, Kim started her legal career working as a paralegal for a Personal Injury law firm. Kim then caught the travel bug and lived in Córdoba, Spain, teaching English for three years before returning to Liverpool to pursue her legal career. Kim then moved into the world of property and began a role as a paralegal in the property department of a local law firm gaining valuable experience before joining our team. Kim hopes to qualify into the property sector and strives to promote Glenville Walker’s role as a leader in this field.
What others say about Kim
“Kim and the team at Glenville Walker handled our transaction in a very professional manner, making a what could have been a stressful time, very smooth!”
Telephone: 0151 305 9651
Alex is a trainee solicitor who joined the team in November 2018.
He started his training contract with Denise Walker in the business department, assisting with both commercial and business restructuring matters.
After completing his law degree, Alex started his legal career working as a paralegal for a Personal Injury law firm. During his time there, Alex completed his LPC on a part-time basis before joining Glenville Walker to fulfil his aspirations of becoming a commercial solicitor.
Outside of work, Alex spends most of his time (and money) following Liverpool football club, which inevitably comes with its highs and lows. He is also a keen sportsman, very often found on the golf course.
Alex aims to qualify into the Commercial sector, and help enhance Glenville Walker’s reputation as the business savvy commercial advisory practise to go to.
Telephone: 0151 305 9663
Stephen is a business lawyer who has specialised in commercial law throughout his career.
Stephen qualified in 1998, initially spending some years working at a major international law firm. Looking to gain first-hand commercial experience, he then took positions as in-house counsel at international companies operating in the financial services and chemicals industries. Subsequently, he returned to private practice working in leading national and international law firms, with the position of Partner at two firms.
Now with over 19 years’ experience working as a dedicated commercial lawyer, Stephen’s expertise supplements and enhances the business law and commercial consultancy services offered by Glenville Walker.
Stephen’s expertise covers the full range of commercial contracts across a wide range of industries and in the public sector. His work typically includes drafting, negotiating and/or advising on: agreements for the supply of goods and/or services, collaboration agreements, outsourcing arrangements, agency and distribution agreements, manufacturing agreements and various other bespoke business contracts.
Stephen also has particular experience of contracts for the financial services industry, including consumer credit/hire, merchant acquiring and terms and conditions/bespoke contracts relating to payment cards. He has worked very closely over a number of years with a Network Service Provider (a business providing a national network of outlets for the provision of payment services and related transactions) and an ISO/MSP (Independent Sales Organisation/Member Service Provider – a business operating on behalf of acquiring banks for the referral of merchants).
More than just an ‘ex-Banker’ Alistair spent 30 years in Commercial/Corporate Banking before leaving at the end of 2009.
Since then Alistair has run his own Businesses and currently has a number of Business interests. Consequently, Alistair understands, has empathy with and practical experience of the issues facing Business Owners. Traditionally trained and professionally qualified Alistair’s skill set lies firmly in the SME arena.
Alistair is a plain-speaking individual who manages client expectation at the outset and interfaces with the Bankers for the best result – Gamekeeper turned Poacher?
Whilst not previously promoting his Banking Review skills Alistair has been sought out over the last few years to help clients facing issues.
What others say about Alistair
“Alistair has worked closely with us for the last 4 years helping a Director to mitigate his Personal Guarantee obligation where the Bank was being extremely vague in its promises and enticing the Director to continue working out a development scheme with the ‘carrot’ of assessing the guarantee obligation at the end of the scheme. By becoming involved, understanding the Bank’s position and the nuances involved with the process of dealing with the Bank and being able to assess the benefits to the Bank of the Director remaining involved versus an Insolvency or appointment of an LPA Receiver, Alistair was able to provide a common-sense approach throughout, substantiated by costs / benefits to the Bank and this obligation was significantly reduced from £600k to just under £100k.”
Christopher Morris, Partner, Gunner Cooke LLP Solicitors
Simon has spent some 25 years working in the Investment and Corporate Banking Sector both in the City and in Merseyside.
Working alongside customers and other advisers, Simon has structured financing transactions at Board Level for large and smaller corporates at a senior level for leading UK and International banks in the Leverage, M&A and Refinancing arenas.
In recent years Simon has worked as a consultant reviewing banking arrangements for both banks and customers, and was retained by a leading global banking group in helping manage their Interest Rate Derivative exposures, and the Consequential Loss claims arising therefrom. As a result, Simon can provide an independent, experienced and objective review of any businesses banking arrangements where appropriate.
In late 2016, Simon established The Alternative Board (“TAB”) in Liverpool, which provides individual and peer group coaching and mentoring for business owners. In collaboration with Glenville Walker, TAB will meet regularly at Glenville Walker and Partners offices, helping to unlock the considerable expertise available in support.
What others say about Simon
Simon has been instrumental in resolving a complex bank mis-selling scenario for our family owned business, which has already resulted in a substantial redress payment (with further aspects of the dispute ongoing). Simon has in-depth knowledge of Corporate Banking and I would highly recommend his services to anyone looking for a review of their banking arrangements, or in dispute with their service provider.
Paul Jenkins, Gowery Estates Limited
“I’m in the process of launching a new business – Irish Business Enterprise Ltd (IBE). Back in August 2017, I joined TAB to develop our ideas. It’s a brilliant experience. I’ve gained some great ideas round the table.
Simon’s knowledge of banking and business process along with his decision making has been invaluable. I’m so pleased to be a notified ongoing TAB Member.
Agnes Fitzgerald – Irish Business Enterprise Ltd
“I recently joined a TAB Board through my Mental Health Training Business. I have found TAB to be immensely helpful in focusing my attention and helping me to set realistic goals and targets as my business develops. The guidance and advice received from other business owners has been relevant and sincere, and I would recommend TAB to any business owner looking for ongoing help and support.
Ian Croswell – Thrive Liverpool
“Simon provided guidance to a group of colleagues and I, in our lengthy dispute with our bank, in the mis-selling arena. Simon demonstrated detailed knowledge of the banking products and processes involved and I would have no hesitation in recommending Simon for any Banking Review work required”
Leona Harrison, Barrister at Law
Head of Corporate Finance
Mark is a Chartered Accountant and an experienced corporate financier.
Mark has been involved in deals with an aggregate value of well over £500m, ranging from sub-£500k to £100m+. But his passion lies with small and medium sized businesses.
Mark brings best in class advice to this sector but at a price structure that represents great value.
Mark has significant experience working with entrepreneurial businesses and their owners to help them grow, commercialise their finance function and maximise their value.
What others say about Mark
“Mark produced a first class, clear and insightful investment document. His straightforward approach was hugely refreshing and he conveyed the opportunity and what was being asked of us in a really well thought out way. This clarity was invaluable to us as we could quickly decide how to proceed.”
David Colclough, Investment Director, The Business Growth Fund
“Without doubt Mark’s involvement significantly increased the value we got for the business. Mark really knows what he is doing.”
Steve Bracewell, former Chief Executive of camping brand Gelert on its sale to Sports Direct International
“Mark’s knowledge, straight forward and honest advice in selling our business was integral to us getting the right deal at the right price with the right partner. Mark helped guide me through the process and I would not hesitate to use his services again.”
Colin Watson, former MD of Symetri Ltd on its sale to Stockholm-based listed technology group, CAD-Q
Growth & Financial Strategist
Bren is a highly commercial Growth and Financial Strategist with an appetite for quality advice on change and deliverable business strategy.
She brings strong credentials in developing and aligning strategy, transforming control environments, procuring lasting change and securing funding. After spending 11 years as a Chartered Accountant with PwC, Bren has spent the last 18 years leading finance teams and influencing business decisions in entrepreneurial, private equity backed businesses. She brings unusually broad business skills and a passion for value creation to the teams she works alongside.
Bren is renowned for daring to tell leaders the things they need to hear, helping high growth, international SMEs to achieve their full potential. She thrives in the complexity of challenging environments and has a track record of creating financial and organisational improvement in PE-backed corporates, VC-backed MBOs and owner-managed high growth companies. This wealth of skills and experiences helps Bren to support businesses in three key areas:
• Helping businesses to become funder or investor ready
• Advising teams in the development and delivery of strategy
• Coaching teams in the design and implementation of change
Bren is a creative thinker who gets to the heart of complex issues and is often the first to spot opportunities and risks. Most importantly, she is a trusted adviser who is passionate about growing UK businesses and helping companies to be the best they can be.
What others say about Bren
‘Having known Bren for some 15 years, when an opportunity became available to work with her within my own business I jumped at the chance. She has exceptional technical knowledge, but also adds value to strategic thinking like no one else I’ve ever met. Bren does not always tell you what you want to hear but what you need to hear. She has an ability to cut to the crux of an issue and not allow her or your judgement to be clouded by spurious distractions.’ Alan Glover, MD and owner, Elenchus Approach Limited
Head of Business Strategies
Mark is an expert consultant at Glenville Walker and is Head of Business Strategies.
Mark specialises in strategic advice to corporate clients, guiding them to solutions across the business, which will increase their effectiveness and profitability.
Having been a partner in several venture funds, invested internationally and exited companies successfully throughout his career, Mark helps the entrepreneur to evaluate their thoughts and provide advice targeted for their long-term objectives.
Creating a strategy that is clear, executable and efficient is the key to unlocking the potential growth, profitability and exit value.
Mark brings a practical and common sense approach to businesses, having taken a number of high growth businesses to successful exits and IPO’s.
What others say about Mark
Head of Life Science Commercialisation
John became a Chartered Accountant with KPMG in London. He spent seven years working in corporate finance and corporate recovery before joining private equity group, 3i Group.
Four years later John was appointed Group FD of a healthcare buyout he had backed whilst at 3i.
John was directly involved in this company’s acquisition and operation of manufacturing facilities in Holland, the establishment of clean room facilities in China, the purchase of various medical technologies from the Israeli Technology incubator system and the merger with its key UK competitor in occupational healthcare. Ultimate exit was achieved via an AIM listed cash shell. John subsequently ran a regional venture capital fund with most investments in early stage technology companies. In 2008 John was part of a seven man multinational group of VC practitioners who sought to establish a US$100 million medtech fund. With funds committed the undertaking was thwarted at the eleventh hour as a direct consequence of the Lehman Brothers failure. Thereafter John advised a variety of early stage businesses and in some cases helped to raise finance for them. Most recently John spent six years as CEO of a novel therapeutics business whose key IP assets were ultimately sold to a US based competitor.
What Others say about John:
John is amongst the most able finance people I have met. We first met when he was at 3i and, for a finance guy, he was a pretty good salesman! He persuaded me to take 3i’s money rather than other potential investors. We subsequently worked together for four years when he left 3i. He is both highly analytical and highly imaginative when seeking to solve a business problem. He combines this with a friendly and direct personal demeanour. He is amongst the most trustworthy people I know. What you see is what you get!
Gordon Wood President Keneric Healthcare
I was John’s Chief Technology Officer when he ran Novolytics, a novel therapeutics business focused on the use of bacteriophages to combat antibiotic resistant infectious disease pathogens. John’s role inevitably focused on fundraising and determining the Company’s commercial direction. However his knowledge of the science that underpinned the Company’s endeavours was significant and his ability to convey complex scientific ideas to the non- scientist was impressive. I saw this on numerous occasions during fundraising exercises. John is very approachable and listens with total attention when a colleague raises a problem or issue.
Dr Jason Clark, Fixed Phage Limited
John was Fund Principal at NWEF when I was Genemation’s CEO. The Company designed face synthesis software. As is inevitable with pre revenue technology businesses, actual progress was sometimes different to forecast. This meant more money was required than originally planned. John is no soft touch but I can say that on every occasion we met his approach was both totally professional and friendly. He took his responsibility to his own investors extremely seriously yet was prepared to go “the extra mile” if he could see the management team remained focused and that market attractiveness for the product under design remained strong.
John Bickley, former CEO Genemation
Head of Employee Benefit Services
Paul has spent almost his entire adult life working in the Financial Services sector.
After around 11 years with Standard Life, he moved to Griffiths & Armour Insurance Brokers where for a further 11 years he was Managing Director of their Financial Services Division and Equity Partner in the Partnership.
In 2008, the financial services division was acquired by Charles Stanley PLC, at which time Paul was appointed Managing Director of Charles Stanley’s corporate employee benefits business. An opportunity to lead the management team in the buyout of the business then presented itself in 2015, resulting in the sale of the business to management in April 2016.
Paul is now CEO of CS Financial Solutions and is proud to be associated with a business that has been through so much change yet has managed to retain its underlying service values and ethos. The carefully assembled team are the greatest asset of the business and the excellent levels of client retention are an obvious testimony to the value that they bring to the ongoing client offering.
Paul is a keen footballer (running not walking), a reasonable golfer, and enjoys watching most sports.
Head of Business Coaching & Mentoring
Ian has spent 37 years in UK Financial Services, mainly working in business, commercial and corporate banking roles.
Ian has gained a wealth of experience and business knowledge with 4 different organisations, undertaking a wide range of roles, including business development, customer relationship management, recruitment, credit risk management, project management, team leadership and profit centre management.
During the latter half of Ian’s career, he worked for Yorkshire Bank in the North West, firstly as a senior Business Banking Manager, before being appointed as Managing Partner to lead and develop the bank’s first financial solutions centre in Liverpool, in 2004.
As well as leading the local banking team in delivering a range of commercial and property deals involving a range of financial services, such as invoice finance, asset finance, term loans, working capital and private wealth management, Ian played an active role in the professional community being the President of Liverpool Institute of Bankers in 2008 and Chairman of the IOD in Liverpool.
In 2010, Ian took on a new national role for the bank focused on delivering improvements to the efficient use of the bank’s capital and quality of data.
But it was during his time as a leader of the banking team in Liverpool that Ian started to develop his true passion for making a positive difference to individuals and business owners through coaching. In 2010 Ian became a Master Practitioner in NLP and in 2014 gained his professional qualifications in Performance Coaching with The Coaching Academy.
Since September 2016 Ian has been bringing all his experience, business knowledge and training together through his own coaching company, IPS Coaching, focused on delivering bespoke coaching solutions to owner managers of SME’s in Merseyside, Cheshire & North Wales.
Here’s what others say about Ian’s coaching and the benefits this has brought to their businesses;
Without a shadow of a doubt, these sessions have been hugely beneficial. The coaching has forced me to go away and think about my business, to be realistic and to measure performance against the agreed goals. Ian has been very supportive and encouraging, showing a genuine interest in how my business is progressing. He’s also sent me supporting information post sessions and I found completing DISC very beneficial. All in all, I can’t thank Ian enough.
Vikki Cunliffe, Clear the Chaos, December 2017
I have had several sessions with Ian as a coach. I have found Ian to be very methodical in his approach and he asks the right question at the right time. Ian has helped me to bring clarity to the work I do, and I have decided to continue to work with Ian for the next few months because I know it will help me to continue to move forward with my business. Fantastic work, well done and thanks Ian.
Sauren Ghosh, The Utility Warehouse, January 2017
What can we say about Ian? Well, when you first meet him you instantly feel a great vibe about him. His passion for what he does shines through, and his understanding of business is second to none. We are by no means strangers to business coaching so in many ways Ian was expected to hit the ground running and he did so with extreme efficiency. In the three months that we have been working with Ian we have set a 12-month business plan, which we have measured against and met targets consistently. We have also now moved on to putting together our systems manual, something that has been on our collective to do list for around 3 years.
Without question, I would recommend Ian to anyone looking to grow their business. He certainly gets you to commit to when you’re going to do something by and can get the best out of us. If you are serious about growing your business, then he is the person to speak to.
Chris & Karen Grice, Tree Frog Creative, February 2017
I am currently undertaking several coaching sessions with Ian Spink. I have found the sessions very worthwhile. He has really made me think of how I can improve my work practices and therefore my lifestyle. I now feel more structured, organised and productive. Income is improving and I’m positive this will continue, enabling me to have more free time. He really does make you think and, not unsurprisingly, I already knew deep down that I could work in a more productive way, he just points you in the right direction to enable better practices to happen.
Gail McElroy, Avista Financial Planning, March 2017
Head of Entrepreneurship
Nick is an experienced entrepreneur having sat on over 25 companies as a Non-Executive Director ranging in size from £2m to £220m.
Nick has personally been involved in over 20 successful exits and has considerable experience of getting a company’ ready for sale’ to extract the best possible price for shareholders.
A Sales and Marketing professional with customer satisfaction at the core,Nick has worked with many banks and venture capitalists including 3i,Enterprise Ventures,MSIF, RBS,Barclays ,BOS and many more over many years.
Nick has a no nonsense approach that works.
Head of Business Profit Improvement
For over 25 years David has worked in many sizes of businesses across a variety of sectors.
Working in small, medium and large businesses delivering complex assignments in the UK and internationally. All assignments focused upon sustainably improving performance, and profits and creating/increasing the value of companies – realising hundreds of millions of profit improvement, cost reduction and cash-flow/working capital improvements.
David has worked in operational line management in industry, in PwC’s operational transaction support team (the first of its kind in the world), a Business Profit Improvement/Restructuring/M&A Partner at Grant Thornton (GT), followed by a role as Global Head of Private Equity, Mergers & Acquisitions at Celerant Consulting (now Hitachi Consulting).
has set up his own companies and has been personally involved in actively managing/running under-performing businesses on behalf of shareholders to effect sustainable business turnarounds and create value.
From an Investment perspective, David has raised funding, structured funding and made four of his own SME business acquisitions (also investing personal capital), three of which have now been successfully exited, having created significant value making a significant return on the investments; the fourth was completed in March 2015 and will seek to divest in circa 3 years.
David is currently an investor in and also a non-executive director on the Board of three start-up companies.
What others say about David
“This was effectively a new start up and David helped us to create a robust structure from a standing start. We were able to deliver our objectives and keep control of the business in a fast paced environment which was crucial for us to succeed in our early days. The support was invaluable and worked professionally and tirelessly to achieve the necessary results within the required time frames.”
Managing Partner, Private Equity
“David delivered restructuring options beyond what was expected. He worked tirelessly with significant focus to determine the most appropriate approach to drive GW back into sustainable profitability. The solutions were very workable and realistic. In the face of adversity and with a CEO who did not believe that GW could be operationally restructured, David went into significant detail to prove it could be done.”
CRO, Golden Wonder
“David has provided strategic direction, practical tactical input and personal finance to help our company develop and grow. His network of contacts for business growth and raising finance is second to none. I would recommend David to any business. David is now a non-Executive Director on the board of JUXDIT.”
Annie O’Toole, CEO, JUXDIT
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