The Business Exchange Bath & Somerset Issue 15: Spring 2020 | Page 13
10 Minutes with South West Business Finance
South West Business Finance (SWBF) is a funding advisory firm set
up in 2014 by corporate bankers Dan Smith and Steve Barrett.
The pair met over their love of rugby at Trowbridge RFC. Dan had been working for Lloyds for
14 years and Steve had been at HSBC for 29 years. Fed up with the corporate race and red tape
involved in large institutions, both decided they were going to leave their respective jobs and go
solo, but after a few discussions they decided they were stronger together and set up SWBF.
Fast forward five years and SWBF has made a name for itself across the South West as the go-
to firm for any business looking for funding options. The firm has grown from a team of two to
14-strong and has helped to secure nearly £350 million of lending for clients.
How’s 2020 been for business so far?
The year’s off to a great start. It was like a button had been pressed
when we returned to the office on 6th January after the Christmas
break. The election results and things becoming clearer on Brexit
have definitely had a positive impact on the market.
Have you seen an uplift in any particular
areas of lending?
The property market has definitely seen an uplift. People are coming
to us for capital on new projects which is exciting. We’re also seeing
more decisions being made on investment in new kit or acquisitions
that had previously been on hold because of the political uncertainty
last year.
Is access to funding getting easier?
At SWBF we can offer a much wider range of funding options than
the traditional banks. Getting lending decisions is becoming more
difficult, but that’s where we come in. We have established excellent
relationships with our lenders and have a track record of doing deals
with the client in mind. We work with clients to find the right deal for
them, acting as trusted advisers. We meet all of our clients and see
the asset, whether that’s the business or the property.
We offer a number of funding options including bridging finance,
invoice finance, crowdfunding, asset finance, commercial mortgages
and banking consultancy. We also work closely with property
investors and developers.
message is that we’re not really brokers, we’re more quasi-bank
manager consultants. We want to see businesses succeed and
achieve their goals with our support.
Our team is set up so that each client is looked after by a
consultant within a 10-15-mile radius. Now that we’ve been in
business for five years, our reputation is increasing. People are now
working with us for the second or third time and this is generating
lots of referral business, so much so, that we’re looking to grow our
team again this year.
Steve Barrett
How is online lending affecting the market?
Online lending doesn’t look at the whole picture, it often just fixes a
temporary problem a business might be facing. It doesn’t ask is it
the right amount for you? Is it the right product?
We often find that four to five months after initially getting money
in this way, a business is in a worse state than it was before. It’s
then a ‘no’ to future lending because you’ve already taken out an
unsecured loan and probably have other secured debt and are fully
liable personally, so there’s nowhere to go. Insolvency practitioners
are seeing this already and are busy with these cases. Our advice
would be to talk to an adviser before committing to an online deal. We
have access to over 200 lenders, and we are completely independent
and not attached to any one - we’re committed to being ethical
lenders.
Dan Smith
“We are committed to being
ethical lenders”
What’s next for SWBF?
We’re planning a party for this summer, watch this space!
What do you think has been key to your success so far?
It’s all about the personal approach. We’re not order takers. We take
time to meet our clients to discuss and fully understand their needs
before making lending recommendations. This could be ensuring
they receive other expert advice before they proceed with a deal. Our
To find out more about South West Business Finance
email: [email protected], call: 01225 800849 or
visit: www.swbf.co.uk
THE BUSINESS EXCHANGE 2020
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