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Deep Dive into...South West Investment Fund - area 2

About This Webinar

For business owners in Bristol, Gloucestershire, North & North-East Somerset, Wiltshire

Our first Deep Dive events of 2024 will look at one of the most exciting developments in regional funding for businesses – the £200m South West Investment Fund (or SWIF as it has become known). We will be joined for this event by representatives of British Buisness Bank and the SWIF Fund Managers; we will look to discuss with them the ins and outs of the SWIF including the who and how of making an approach to the fund. As the fund administration is split between two geographies, we are hosting two events on successive days to give business owners the opportunity to hear from the fund manager active in their area.

SWIF is a potential source of debt and equity funding for businesses based in or looking to be based in the South West of England. Demand for SWIF funding has exceeded expectations with over £2m of investments being made in first few months post launch last year.

Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Aaron is a Partner based in our Poole office overseeing the client service team, advising on management accounts and cloud accounting systems, cash flow forecasting, as well as annual tax planning and general compliance matters such as end of year reporting and VAT.

Aaron comes from a family business background himself and enjoys dealing with all areas affecting both owner managed and family businesses.
Webinar hosting presenter
Fund Manager, FW Capital
David is responsible for managing the debt fund element of the South West Investment Fund, which offers business loans ranging from £100,000 to £2 million.

He leads a team working with businesses, professionals and business support groups - covering Bristol, Gloucestershire, North and North East Somerset and Wiltshire.

He is ACIB qualified, and has been in the banking industry for nearly 40 years working exclusively across the South West region. Having worked in leadership, analytical and relationship roles, he has supported businesses from start up to PLC across all sectors.
Webinar hosting presenter
Investment Director, Maven Capital Partners
Luke joined Maven in April 2019 and is based in Maven's Reading office. His responsibilities include deal origination and execution across the South of England, and he sits on the boards of a number of Maven portfolio companies.

Luke joined Maven from Connection Capital, where as an Investment Director he completed a range of growth capital and buyout transactions. He started his career at KPMG and then performed in-house M&A at UBM plc, executing a program of international acquisitions and disposals, before moving into private equity with Nova Capital.

He read Economics and Management at the University of Oxford and is a qualified Corporate Treasurer.
Webinar hosting presenter
Senior Investment Manager, British Business Bank
Passionate about finance and dedicated to fostering the growth of small businesses through strategic investment and financial expertise. With a strong foundation as a CIMA qualified accountant, I've transitioned into a dynamic role as an Investment Fund Manager, where I specialize in delivering debt and equity finance solutions to empower small businesses to thrive.

I also bring several years of hands-on experience in fund operations. This experience has equipped me with a comprehensive understanding of the inner workings of investment funds, enabling me to make informed decisions
Hosted By
PKF Francis Clark  webinar platform hosts Deep Dive into...South West Investment Fund - area 2
PKF Francis Clark is a firm of chartered accountants and business advisers established in 1919, based in the South West.

With over 800 staff and 50 partners we work with clients on both UK and international queries.

We are a member of PKF UKI which is ranked 11th of top accountancy firms.