Metro Bank

David and his highly experienced team have been great to work with, providing expertise to businesses from across a range of specialisms, including Healthcare, Hotel & Leisure Caravan Parks and Manufacturing,  Real Estate and Development Finance. Their customer-focussed outlook complements our own approach and I look forward to continuing to work closely with them in the future.

-Kevin Higgins, Commercial Banking Director, West Region, Metro Bank

Sovereign Park Homes

Balance for Business offered and supplied my business with a first class service throughout. Working with Balance has made the whole process much less stressful. Alongside their service, their work ethic and support is brilliant. I get on very well with both Dave Ottley and his Balance for Business team. I would definitely recommend their services for anyone looking for business funding.

–Jeff Small, Director, Sovereign Park Homes

Black Buttons Property Management Limited

“I have been very pleased with the service I have had including the on-going support. I was put in touch with Balance for Business by my financial advisor and it has been a positive relationship.”

– Stuart Greaves, Black Buttons Property Management Limited

Grand Prix Express

The service received from Balance for Business was exceptional and professional from the very first call I made with David Ottley. Their advice was solid and built on their years of expertise in the field.

They acquired information and ensured all was vetted prior to submission, allowing us the best opportunity for a first time presentation to potential funders. I would have no hesitation in recommending Balance for Business, who provide a first class service with great communication with e-mail and phone calls, keeping the customer informed and advised all the way through the process.

Balance for Business sourced funders to allow our business expansion to take effect to help improve our operation and services we provide. I now have an excellent working relationship with all the team at Balance for Business and I’m sure I’ll be in touch again should the need arise.

– Russell Godwin, Managing Director, Grand Prix Express

Fix Auto Plymouth

We have worked with the team at Balance for Business a number of times, utilising their services for cashflow, lease options, banking options and funding for business expansion.

Whatever the reason for utilising their services, we find that they give a balanced practical view on the options available and provide straightforward information, so that the correct decision can be made for the business.

For example, we tasked Balance for Business with a review of our banking services, which includes Commercial Finance. A number of service providers were approached, with all the detail being provided to us.

A number of meetings were set up with potential new providers, and chaired by Balance for Business so that we did not get lost in the technical terms.

Ultimately, they actually obtained a much better arrangement with our current bank, which also negated the inconvenience of having to change all of our business banking arrangements.”

-Daryll Cain, Managing Director, Fix Auto Plymouth

Eponymous Properties Limited

“Balance for Business  provided an excellent service throughout a somewhat arduous refinancing project.

Undoubtedly I would recommend their services. The adage that “There is many a slip betwixt cup and lip” is all too true when it comes to the world of finance. Balance for Business ensured that we successfully navigated our way through the administrative process having sourced a suitable facility for the business.

Funding is a crucial requirement for our business and we are now in a position to move forward with improved cash flow and further funding for future investment.

Our relationship with Balance for Business is excellent. They understand the business and see the bigger picture.”

-Jim Coventry, Managing Director, Eponymous Properties Limited

Bright Solicitors

“We have worked closely with Balance for Business for a number of years.  We have very much enjoyed working with them as it feels like a team effort where we are both working together for the benefit of the client.

I have found their entire team extremely approachable, friendly and professional. I have referred work to them in the full knowledge that my client will receive the best possible advice and they have never let me down.

They are well led by David and Gary and more than ably supported by the rest of the team. They have also carried out work for us personally and without them some of what we have achieved would certainly not have happened so smoothly as it did.”

–Andy Price, Partner, Bright Solicitors

Lloyds Bank Business Development Team

Have worked with Dave and team @ Balance for Business for many years. In 2018 just like previous years the coloration and detail provided when presenting commercial finance enquiries are so well presented (including the supporting information) that it makes our lives so much easier to be able to assess and provide a full reply 1st time round rather than going back and forth. This is so refreshing

Dave’s knowledge and expertise in the commercial banking sector is exemplary – I know that his clients speak very highly of him as do I. His experience in the industry whether commercial funding is term based, for working capital solutions or for HP solutions makes him (and his colleagues) an absolute pleasure to work with.

– Phil Wilkes, Business Development Manager, Lloyds Bank Business Development Team

Eastleigh Care Home Group

“Dave Ottley and Balance for Business have recently helped us to review our Group banking facilities and as a result of hard work and excellent knowledge of the sector they have managed to negotiate superb terms, exceeding our expectations. The funds saved have been used to continue to grow our business and enable future projects.

The team at Balance for Business is always extremely helpful, with all advice and work being carried out in a timely manner. Dave has a huge network of connections and through introductions that he has made to us we have built other strong working relationships.

We highly recommend the services of Balance for Business and will definitely instruct them again in the future.”

-Kayleigh Cleave, Group Finance Director, Eastleigh Care Home Group


“Working with Dave is a delight: not only expert and knowledgable but friendly, open and a trusted advisor any business would be glad to have in their corner.”

– Niki Rosenbaum, Cultural Director, Bastows

Professional Investment Group

Working with Balance for Business has been a pleasure. They ensured that the transaction went very smoothly and completed in record time. Dave Ottley and Paul Newman are a great team and nothing is too much trouble. They should definitely be part of your power team to help grow your business.

-Angelos Sanders, Managing Director, Professional Investment Group

JHF (1985) Limited

Balance for Business found the correct product for my needs and provided me with clear information, keeping me informed at all times. I was very happy with the way they answered any queries I had. They provide an excellent service as well as full communication throughout the process.

– Ash Widdecombe, Director, JHF (1985) Limited

Fuel Communications

“We enlisted expert support from Balance to bring more working capital into the business to help fund the next phase of our growth.  

By listening carefully to our position – expansion into London and a growing international client base, Dave recognised that we needed to restructure our banking facilities which had been in place since starting up in 2008.  In addition, he recommended the introduction of an invoice finance facility to bring more cash into the business and reduce the risks posed to us by working with larger organisations who often insist upon longer credit terms.

Whilst we feel that Dave and his support team have provided us with exceptional advice and support throughout what has been a short process, we think it is worth mentioning the view of our relationship manager at the bank who said we “provided absolutely first class financial information” which made his decision “simple”. He also said that the advice we received was “spot on”. That was thanks to Balance’s intricate knowledge of the decision making process within the banks and getting us to understand that we need to be fit to borrow.”

– Martyn King, Managing Director, Fuel Communications

Rodgman and Williams LTD

“So far, Balance for Business has worked on our Commercial Finance, and reviewed our asset finance terms. I believe that I can honestly say that Balance for Business actually exceeded my expectations in terms of service and solutions.

I would most definitely recommend the services that Balance for Business provide to other businesses. I feel that everything is dealt with in a simple straightforward, and very fair manner. If there is no room for improvement in an area, then Balance for Business say so, and that is the end of the matter. No time is wasted in chasing unobtainable, or unrealistic solutions.

There have been a couple of financial gains for the business, due to the improved terms that Balance for Business has obtained for us. The main change is that, on financial matters, Balance for Business is my first point of call for the guidance and support on the most effective solution.

I feel that the relationship is very good, and can only grow and improve. The business gets regular follow up calls, to make sure that the solutions that Balance for Business have been involved in are running to plan. If not, the Balance for Business will rattle cages on our behalf. The beauty with this is that financial institutions seem to sit up and take more notice when Balance for Business shout, then when we do! There is also regular contact from Dave Ottley, for no reason other than to keep in touch & have a chat, and to keep the relationship growing.”

-Daryll Cain, Managing Director, Rodgman and Williams LTD


“Balance for Business helped us with raising a loan to fund growth and to negotiate better Invoice Finance terms to help us manage cashflow. In both cases, they helped us achieve exactly what we needed within a better than expected timeframe

I would recommend them because as above, they exceeded expectation for a very reasonable cost and were very helpful and communicative throughout the process.

It has helped us greatly given that we needed extra funds to invest in a new office and new hires to help facilitate our growth and success. They have also helped us find the most cost effective solution to managing cashflow which has become more challenging as we have grown. The long term cost savings on fees and more efficient processes are a huge benefit

Our relationship with Balance for Business is excellent. Many businesses see you as a number and try to charge or sell you  as much as they can. Balance for Business understood my needs and provided the right advice and help which was not always the most profitable for them. They also keep me informed on what is happening in the industry which is very useful.  I have really appreciated the personal touch and find them a pleasure to to work with.”

– Marwan Abdo, Managing Director UK Finance & Ops, Magentys

Data Talks Limited

“Balance for Business helped me with the refinancing of 7 properties. My expectations were exceeded not only by the delivery of results but by the professional and friendly relationship we had. Balance’s mentality was similar to a “dog with a bone”, with regard to following up tenaciously to drive us through the process with speed and efficiency. Certainly, in terms of giving you the result you want, they were excellent. I cannot express enough the positivity Dave Ottley had, especially in regards to the sensitivity to handling my situation. For these reasons, I would definitely recommend Balance for Business.”

– Joolz, Data Talks Limited

Pad Chapel Properties Limited

“Working with B4B has allowed me to consider purchase/investment options which I would not previously had, without their support and guidance. I really feel they grow the relationship between the lender and the client in a progressive manner.

What’s great about working with them is they are professional but with a personal touch – it’s like working with friends rather than a faceless company. I cannot fault their efficient working practices and always feel confident of a solution to my requirements.

Based on my experience, I have and will continue to recommend them to others.”

– Paul Mackie, Managing Director, Pad Chapel Properties Limited

T&J Wrathall

“Balance for Business definitely delivered to my expectations. Through their continuous negotiating they found me a bridging loan for my business and because of this, I would use them again. In fact, I have already recommended Balance for Business to a couple of people and one of those has already met with Balance to discuss their options. This is not my first time using Balance for Business and I can assure you I will be using them again in the future. I admire how easy they make the process and you simply tell them what you need and they provide you with an uncomplicated solution. A great business connection.”

– Tony, T&J Wrathall

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