the business was established in 2000 to provide secured loans and mortgages to a predominantly blue-collar client base in south wales and the south west. The company has established a core of around twenty consistent lenders who they have accessed via a buying community called tri gold. The business is one of the best known brokerages in south wales with an excellent reputation that is statistically proven by over fifty percent of its customers being repeat business or recommendations. The business does not offer endowment policies or pension schemes but does include contents cover and life insurance in its portfolio of products. This company is it driven with very low overheads and minimal staff. While the operation has seen a significant reduction in its year on year performance it is ideally positioned to resume its market position when the housing market returns to form. Equipment: the business uses sage software and a programme with specific formats for mortgage brokers. It also has links with “exclusive connections” key strengths: database of 6000 clients and prospective clients some reoccurring revenue relocatable well established highly regarded key opportunities: the business has never farmed its database in order to cross sell additional products and there is a significant opportunity to do this with a database of this size.
