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Applying for investment

Businesses seeking investment can speed up the application process by attaching the relevant documentation.

How to apply

Read our investment criteria to find out if you are ready for investment.

  1.)  Download and print the relevant investment application form.

  2.)  Send us your completed and signed application (by email or post)

  3.)  Please include supporting information with your application.

By email

Scan your signed application form and email it to: info@financewales.co.uk

By post

Send your signed application form to: Finance Wales, 1 Capital Quarter,Tyndall Street, Cardiff, CF10 4BZ

Supporting information

We consider a number of factors when assessing your application, so we need to see:

  • A business plan
  • Copy bank statements for the previous 6 months
  • 3 years’ annual accounts (where available)
  • Most recent management accounts
  • Aged debtors and creditors in line with your management accounts
  • Detailed CVs for all directors and other key employees
  • Applicants’ identification (as set in application form)
  • 3 years’ cash flow, profit and loss and balance sheet forecasts by month  - 1 year for loans under £25,000, 2 years for loans between £25,000 - £50,000

What happens next?

Find out about the application stages.

Contact us

If you have any questions about our criteria and your eligibility please contact us.