Ian Priest

As a highly experienced commercial banker with a reputation for taking a practical and pragmatic approach I am dedicated to helping business owners get, and keep, finance on the best possible terms. I use over 33 years banking experience to help businesses raise finance and work with them to maintain it at the right levels. In my experience many businesses…


More about this member

As a highly experienced commercial banker with a reputation for taking a practical and pragmatic approach I am dedicated to helping business owners get, and keep, finance on the best possible terms. I use over 33 years banking experience to help businesses raise finance and work with them to maintain it at the right levels. In my experience many businesses rely heavily on finance and would have all sorts of problems if it was curtailed or even removed. Business owners often complain that banks often overreact to surprises, problems or bad news by pushing borrowers into “intensive care” for what could appear to be minor reasons. The fallout from this can be very stressful, costly and time consuming. I help business manage how their actions and/or results will be interpreted by the bank to try and avoid any over reaction. Maintaining your banking relationship and having the right finance, on the right terms, requires:- time, effort, organisation, planning, skill, knowledge creativity and determination. If you do not have the skills to deal with lenders properly then please get professional help. In today’s world you cannot afford to be amateurish in the way you deal with your finances. Our clients typically • pay lower fees • pay lower interest rates • provide lower personal guarantees or personal security • have fewer issues at annual review • spend less time working for the bank and more time on their business If you would like a free consultation about new or existing finance please feel free to contact me Specialties: Finding the right solutions to business funding needs.


Core Modules

Here is a selection of core modules that are delivered by the Core Advisors:

Understand the Fundamentals of Strategy - This module helps you get to grips with the two fundamental strategies driving your ability to make ...

Personal Leadership - This module will explain how the “7 Habits”, including time management are key to becoming a mor...

Understanding People Styles - This module will demonstrate that different people have different yet equally valid communication an...

Sales Conversion Plan - This module covers the importance of having a sales process, which you’ll use to guide your prospe...

Cashflow Forecast - This module will help you to understand the difference between profit and cash flow. We’ll look at...

People Planning - This module will give you the ability to assess your current skills base versus your actual requirem...

Key Processes for Scalability - This module will help you to determine your business critical processes. You’ll prioritise these p...

Business Protection - In this module you’ll look at whether you have adequate business protection. You’ll understand y...


To see a full list of modules click here

Testimonials

Bob Brown Experienced director - developing and executing successful strategies for business owners seeking growth or exit
I recently asked Ian to talk with one of my clients about their finance options when considering moving their manufacturing business into a new freehold property. Ian did a truly excellent job for my client by investigating the full picture of the client's circumstances and providing guidance above and beyond the immediate requirement. The engagement led to a very satisfactory outcome for the client. Job well done! I have no reservations about recommending Ian to anyone with a finance challenge

Member Activity




Webinars

  • The Investment Readiness Programme
  • Meghan Trainor’s song said its "All About That Bass" but in business its all about the cash.
  • Enterprise Finance loan Guarantee scheme
  • How to Buy or Sell a Business part 2
  • How to Buy or Sell a Business

Contact This Advisor




Click icon to view website



Click icon to email member



Call this member on 07917 355751