Penn Insure, Insurance Broker, Pontypool

Services delivered: Market research, competitor analysis, business plan preparation, identify funding opportunities, grant applications

 Penn Insure, an independent insurance brokerage providing property, motor, public liability and professional indemnity insurance based in Pontypool, Torfaen, were referred to us by another customer.  We were commissioned by Penn Insure to identify and assist with securing funding for the expansion and relocation of the business.

 We brought our expertise and experience to bear in order to support the company’s expansion, and our work included:

  • The drafting of a new business plan;
  • Assistance in preparing a competitive grant application for Welsh Government support, which resulted in support being secured to assist the company’s relocation and the purchase of equipment; and
  • Additional grant applications to support the development of new products.

We continue to work with Penn Insure and play an integral role advising and supporting the business as it continues to grow.

 “Stuart and his team provided invaluable support to help us grow and expand our business. They provided vital support in developing and implementing a new business plan, and were integral in supporting our applications to the Welsh Government for grant funding.”

Joe Francis, Director – Penn Insure