Sole Associates case study

Sole Associates case study

The challenge

Sole Associates had been approached by a client, specialising in haulage, who was looking to finance a new vehicle and therefore wanted to review their funding options. 

The solution 

Having been previously connected with Swoop through a peer group made up of accountancy firms across the UK, Joe put the client in touch with Sarah from the Swoop team who was able to liaise directly with the client and provide a comprehensive overview of the options available to the business.  

The results 

Working together, Sarah and the client were able to come up with a solution which not only provided what was needed to finance the new vehicle, but would also replace existing finance with better terms.  

Advisor testimonial 

“Our partnership with Swoop not only enables us to talk more confidently with clients about commercial finance, but also to hand over to a team of experts who can speak to clients directly about their options and has access to a wide panel of lenders. 

Sarah from the Swoop team was able to add value to our client’s search for funding by providing the best and most competitive solution which we otherwise wouldn’t have been aware of.”

Joe Sole, Managing Director of Sole Associates

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