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Tips & Tricks

Building an Investment Portfolio Deck – Numbers First, Design Later

How to Build a Results-Focused Investment Portfolio to Attract Finance First and foremost, the usual reason we create any portfolio is to get funding for that next property project. The task however can seem daunting when starting from scratch. In my time designing investment portfolios, I’ve noticed people in property really appreciate guidelines around: A: […]

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Tips & Tricks

Navigating the business bank account maze

As accountants, we get asked about this topic a lot – and there are some key things to consider. The recent events (July 2023) of Nigel Farage being closed by Coutts and Reverend Richard Fothergill being closed by Yorkshire Building Society have highlighted this issue even more! Personally, I have had one international bank close […]

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