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Resource Finder
Financial services & consultancy

It may feel like finance is hard to come by in the current market. However, there is a core of social care specific financial services and consultancy operating in the sector. 

Whatever your type of business, if you’re looking for funding, support with financial operations or accountancy, our Resource Finder has details of dedicated, care sector financial services.

Barclays

Tel: 0800 015 4242
Email: newclient.team@barclays.com
Website: www.barclayscorporate.com

Sectors

  • Healthcare businesses.
  • SMEs.
  • Not-for-profits.
  • PLCs/Private companies.
  • GPs/Dentists/Pharmacists.
  • Day nurseries.
  • NHS/Private hospitals.
  • Long-term specialist care.
  • Elderly care.
  • Life sciences.
  • Med-tech/Bio-tech.
  • Pharmaceutical companies.
  • Healthcare services.

Services    

  • Healthcare banking services.
  • Tailored care home loans and mortgages.
  • Financing to support your growth ambitions.
  • Access to the debt and equity capital markets.
  • Capital expenditure facilities to support developments.
  • Cash flow and working capital financing.
  • Support with healthcare business acquisitions and mergers.
  • Operational banking support.

Lead individuals     

Paul Birley is Head of Healthcare at Barclays. He joined the bank nearly 35 years ago, initially working in branches in the West End and North London, before joining Piccadilly Circus Branch as an Assistant Manager with a portfolio of clients across all industries.

He worked in a number of branches, including Baker Street, Edgware Road and Pall Mall, where he set up the Healthcare industry team in 2001. Over the next seven years, he looked after a portfolio of large healthcare clients and set the strategy for the Healthcare team, which grew year-on-year.

In 2008, Paul took on the role of Head of Healthcare, before also taking on the role of Head of Public Sector, a couple of years later.

Company information

Barclays offers products and services across personal, corporate and investment banking, credit cards and wealth management. With over 325 years’ history and expertise in banking, Barclays operates in over 40 countries and employs around 130,000 people.

Barclays was the first bank to have a dedicated Healthcare team. It has won more HealthInvestor Awards than any other financial provider. It was also the winner of the LaingBuisson Commercial Lender of the Year Award in 2015. Many of its Relationship Directors have over 20 years’ experience working in the industry, and Paul Birley, Head of Healthcare at Barclays, is consistently voted into the HealthInvestor Power Fifty.

In addition to healthcare banking services, Barclays’ dedicated team understands the challenges that healthcare companies face and regularly shares thought-leadership on how healthcare companies can thrive.

As co-founder of industry network, Care Conversation, Barclays is in regular contact with members and has a strong presence at many sector events. Through Care Conversation, the bank has hosted well-respected speakers, including the Secretary of State for Health and CEOs of the NHS and Monitor.

Paul Birley Head of Healthcare, Barclays
Tel: 07775 546435
Email: paul.birley@barclays.com


Chandler & Co

Tel: 01622 817484
Email: finance@chandlerandco.co.uk  
Website: www.chandlerandco.co.uk

Sectors

  • Care homes for older people.
  • Care homes with nursing.
  • Care homes for younger adults.
  • Private hospitals.
  • Mental health.
  • Children’s homes and private schools.
  • Professional practices, dentists, GP surgeries, vets.
  • Pharmacies.
  • Day nurseries.
  • Domiciliary care.

Services       

  • Specialist independent finance advice.
  • Funding for acquisition, refinance, development and expansion or financial restructuring.
  • Impartial evaluation of business opportunities.
  • Market knowledge and ‘inside’ news.
  • Competition and demand, the future of the market.
  • Assistance in placing offers to purchase and securing opportunities.
  • Arranging and interpreting specialist business valuations.
  • Business plans and detailed cashflow forecasts.
  • Individually negotiated competitive lending facilities, including with existing lenders.
  • Compliance with regulations.
  • Sale and leaseback finance.
  • Specialist development schemes.
  • Advice throughout the business cycle, including future strategy, disposals and exit planning.

Caresolve Financial

Tel: 01244 953035
Email: richard@caresolve.org.uk 
Website: www.caresolve.org.uk

Sectors

  • Care homes.
  • Care homes with nursing.
  • Adult learning disability.
  • Physical disability.
  • Substance and alcohol misuse.
  • Mental health.
  • Children’s services.

Services    

  • Financial and operational review.
  • Profit and loss review.
  • Working capital review.
  • Operational (including regulatory and compliance) review.
  • Detailed commentary and recommendations.
  • Services tailored to relevant circumstances.
  • Interim or part time finance director services.
  • Financial management of care homes.
  • Day-to-day finance function.
  • Advice on acquisitions or disposals.
  • Assistance with raising finance.
  • Financial due diligence.
  • Integration of acquisitions into existing financial department processes.

Global Business Finance

Tel: 01242 227172
Email: enquries@globalbusinessfinance.com 
Website: www.globalbusinessfinance.com

Sectors

  • Care homes.
  • Care homes with nursing.
  • GPs.
  • Pharmacies.
  • Children’s day nurseries.
  • Private hospitals.
  • Medical clinics.

Services          

  • Purchase finance.
  • Development finance.
  • Refinance.
  • Refurbishment finance.
  • Consolidation.

Lead individual

Mark Widdows founded Global Business Finance in 1989.

He originally trained as an accountant and was later headhunted to run a financial services firm, before leaving this position to establish Global Business Finance.

He and his team assist clients throughout the UK who specialise in the healthcare sector to achieve their objectives in refinancing, purchasing further businesses or developing new care homes.

Mark can offer not just a finance broker’s or accountant’s approach to the task, but also that of a care home operator.

For the past 13 years, Mark has operated care homes specialising in dementia care of older people, which brings a wealth of additional knowledge and an insight that most brokers cannot offer their clients.

Company information

Global Business Finance only works with clients in the care sector and has completed over £1.8bn in loan facilities for customers to achieve their goals. They have extensive banking contacts and a reputation and ‘buying power’ that allows them to source highly-competitive funding facilities, with not just exceptional interest rates but excellent overall borrowing terms and repayment periods of five to 25 years and even interest only periods where the transaction justifies this facility, such as refurbishment, new build, extension or the taking over of a failing care business.

Credit facilities commence at a few hundred thousand but run into multi-millions and all manner of projects are handled by the firm. Recent successful loan placements have included a new 64-bed dementia home, a Georgian renovation, an eco-build extension, a refinance of over 200 beds to release funds for an unrelated business and the purchase of a further care home via an off-shore company.

However, everyday facilities have also included a new buyer seeking to purchase two care homes, a family investing in the next generation though a parental ‘gifting’ scheme as the children had no deposit funds, plus a ‘deferred-payment scheme’ to help a buyer with limited funds, buy a home that required immediate capital investment along with many other upgrading and extension funding transactions.

Mark Widdows Senior Partner
Tel: 01242 227172
Email: enquries@globalbusinessfinance.com


Hazlewoods

Tel: 01242 237661
Email: andrew.brookes@hazlewoods.co.uk
Website: www.hazlewoods.co.uk

Sectors

  • Care homes for older people.
  • Care homes with nursing for older people.
  • Learning disability/challenging behaviour provision.
  • Specialist colleges.
  • Assisted living/close care/extra care.
  • Independent hospitals specialising in drug, alcohol and eating disorders.
  • Domiciliary care.
  • Supported living.
  • Children’s services.
  • Secure units.
  • Foster care agencies.
  • Primary healthcare.

Services 

  • Accounts preparation.
  • Audit.
  • Tax advisory services.
  • Benchmarking.
  • Estate planning.
  • Corporate finance.
  • Sales/disposal advice.
  • Acquisitions advice.
  • Preparing the business for sale.
  • Valuations.
  • Minimising the effects of income tax, capital taxes, VAT and Stamp Duty Land Tax.
  • Financial due diligence.
  • Tax due diligence.
  • Raising finance.
  • Estate planning.
  • Valuations and disputes.
  • Commercial valuations.

Company information

Hazlewoods has a wealth of experience in the social care sector, providing a full range of proactive advisory services across accounts, tax and corporate finance.

Hazlewoods’ specialist health and care team acts for over 200 care providers, including individual care home owners, corporate groups, not-for-profit organisations and private equity investors.

The health and care team provides a full range of advisory services, with a focus on the overall business strategy as a priority.

Hazlewoods has over 25 years’ experience in the sector, which is something it is really proud of.

The specialist health and care team also advise on transactions, and, in 2015, these were valued at £193m.

Hazlewoods is a UK Top 40 independent Chartered Accountants and Business Advisers which has 260 staff based across two offices in Gloucestershire, but with a national reach.

Andrew Brookes Partner
Tel: 01242 237661
Email: andrew.brookes@hazlewoods.co.uk

Rachael Anstee Partner
Tel: 01242 237661
Email: rachael.anstee@hazlewoods.co.uk

John Lucas Partner
Tel: 01242 246670
Email: john.lucas@hazlewoods.co.uk


Triodos Bank

Tel: 0800 328 2181
Email: contact@triodos.co.uk
Website: www.triodos.co.uk

Sectors

  • Independent health and social care providers.
  • Elderly care.
  • Dementia care.
  • Autism care.
  • Domiciliary care.
  • Assisted living.

Services          

  • Secured loans from £100k to £15m.
  • Business current accounts.
  • Deposit accounts.
  • Corporate finance.

Lead individual        

Neil joined Triodos Bank in 2009 and leads the Social and Cultural Team. He has over 35 years’ banking experience serving business and corporate customers.

Neil has a real understanding of the challenges faced by our customers, gained through experience in both relationship management and credit risk, across a wide range of sectors and business activities.

Company information

At Triodos Bank, we have a real passion for working with care providers that support human dignity and quality of life for those who need it most, particularly the elderly and vulnerable people.

Whether you plan to build or acquire new care facilities, expand your current premises, or develop properties for specialist care; we can provide the flexible, tailored finance you need.

As well as the option of up to 25-year term loans, you also benefit from the experience, expertise and one-to-one support from your own relationship manager who understands your sector.

Our approach to working with you is to be responsive, open and transparent to ensure a smooth lending process.

Neil Hewitt Social Banking Team Manager
Tel: 0117 980 9718
Email: neil.hewitt@triodos.co.uk

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