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Banking and Finance

Clay Shaw Butler are pleased to report that this service is headed by Nigel Roberts, a former head of Commercial Banking in West Wales.

Nigel has 34 years banking experience and is helping the Practice to continue to expand providing specialist banking advice and support to Clay Shaw Butler clients.

Nigel confirms that in his first few months he has also been approached by non clients who require these services not available from their existing Accountants.

Nigel and his Team can not only prepare Business Plans, Projections and Management Accounts required to develop your business, but also to attend meetings with Banks and other lenders and to support you and facilitate meetings and improve the structure of the financial deal.

Case Study

Mr Jones a local haulage Contractor was experiencing regular calls from his Bank Manager pressurising him for additional bankings prior to honouring cheques already issued.  Nigel and his Team met up with Mr Jones, prepared Management accounts and 12 months Projections, then arranging a meeting with the existing bank and an alternative lender.  He was able to restructure the borrowing in such a way that additional funds were made available at a competitive rate. 

“The regular telephone calls were depressing me and necessitating a great deal of my time which is now spent productively moving the business forward.  Nigel and his Team did a great job and extremely good value for money.  We now meet up on a regular basis to discuss me management accounts and review finance levels.”

“Clay Shaw Butler have recently completed a review of the board’s banking arrangements which were completed efficiently and to our satisfaction”

Mrs Val Haughey - Secretary of St David’s Diocesan Board of Finance
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Clay Shaw Butler, 24 Lammas Street, Carmarthen, Carmarthenshire SA31 3AL

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Clay Shaw Butler is the trading name of Clay Shaw Butler Limited.
Registered in England and Wales. Company No. 6519528. Registered to carry on audit work in the UK and Ireland and regulated for a range of investment business activities by the Institute of Chartered Accountants in England and Wales.
Details about our audit registration can be viewed at www.auditregister.org.uk under reference C001742711.
The registered office address is 24 Lammas Street, Carmarthen, Carmarthenshire SA31 3AL.