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How we’ve helped

We’ve worked with a whole range of charities and impact businesses across different sectors, including housing, care and education.

We understand the unique needs of each organisation, to help find the optimal funding solution for their business. We are committed to helping each one grow and deliver further social benefit through the vital work they deliver. 

Retail and wholesale bonds

New issues and retained bond sales
8 issuers
£350m arranged

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Community bonds

4 issues
3 borrowers
£11m arranged

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RCB

10 issues
7 borrowers
£312m arranged

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Bank finance

3 loans completed in 2020
2 borrowers
£7m arranged

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Scottish charitable bonds

28 deals, 19 borrowers
£240m arranged
£61.5m grants

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Advice

Business plans
Debt structuring
Debt negotiations

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Scottish Housing Associations

28 loans with a total face value of more than £240 million to 19 different Scottish housing associations.
The income generated by these loans has created a £61.5 million fund for social housing grants.

English and Welsh Housing Associations and Charities

£260 million arranged for 8 housing associations and charities since 2015.

£47.1 million
2021
£25 million
2020
£25 million
2020
£25 million
2020
£45 million
2017
£38 million
2017
£27 million
2015
Consent solicitation for £450m Bond
2020
£20 million
2020
£20m
2019
£35 million
2019
Advice on bank tender
2020

Care and Supported Housing

Providing debt advice and funding in the bond and bank markets.

£5.5 million
2018
Advice on bank tender
2020
£50 million
2018
£25 million
2020
£50 million
2017
£15 million
2021
£18 million
2017
£11 million
2014
£1.5 million
2020

Financial Services

£3 million
2020
£30 million
2016
£78.1 million
2019
£15 million
2019

Property

£110 million
2020

Education and Trade Bodies

£1.6 million
2020
Advice on bank tender
2021
£1.5 million
2017

Heritage

£18 million
2020

Case studies

Read a selection of case studies from some of the organisations we’ve supported along the way.

Wheatley Group

Wheatley is Scotland’s leading housing, care and property-management group and one of the UK’s best-accredited organisations. In February 2019, Wheatley received the largest Scottish Bond to date of £16 million – being used to part fund Dunedin Canmore’s new-build programme in Edinburgh and the Lothians.

Belong Ltd

Belong is an award-winning charitable care provider that creates vibrant village communities enabling older people to live the lives they choose. In May 2018, Belong became the second care organisation to raise finance through a Retail Charity Bond – raising £35 million.

Hightown Housing

Hightown Housing Association is a charitable housing association operating in Hertfordshire, Bedfordshire, Buckinghamshire and Berkshire aiming to help people who need support and care or who cannot afford to buy or rent a home at market values.

Dolphin Living

Dolphin Living is a London-based housing charity that provides affordable homes for working Londoners on modest incomes. In June 2017, Dolphin Living issued a Retail Charity Bond, raising £25 million.

Greensleeves Care

Greensleeves Care is a growing charity that provides care for older people in its residential, dementia and nursing homes across England. In March 2017, it became the first care organisation to raise finance through a Retail Charity Bond.

St John’s School

St John’s School, Leatherhead, provides first-class all-round education for both girls and boys. In 2017, St John’s became the first independent school to launch a Community Bond with Allia – raising £1.5 million for new facilities.