About us

Bob Shepherd Associates is a consultancy for Small Business SMEs in South Wales and the West of England, specialising in Bank Lending, Business Finance, Development and Business Growth using effective Business Planning techniques. We have professional trusted Associates who work together regularly. This gives you, the small business and SME client, a strong base of expertise to call upon.

For a new small business or a developing SME we have all that is needed for sucessful growth, be it a web designer who knows how to optimise a site from the start, an architect who can give you the plans you need to go with a grant application, a health and safety specialist who can give you the written policies you need to go for an important tender, a marketer who knows how to get you in to that company to promote your wares, and so on.

Finance, Grants, and Credit Control are not part of your experience until you have to be in charge. The money gets everywhere and you need to learn fast. All this 'under the bonnet' mechanics of business is vital and cannot be ignored for long. Running a Small Business SME is demanding on your time, your resources and your sanity generally. Why should you be good at everything? Business Plans need to be practical, imaginative and effective planning tools for the structured development of business success.

Our concern is always to deliver quality advice and help to Small Business SMEs established or just starting out. We have regular contact with the Banks and Finance Companies, Councils and Local Government, and other business organisations. If we don’t know where to get what you need we can soon track it down saving you time and money!

We can give your Small Business SME the structure and resources to save money, project a better profile, streamline your activities, gain repeat business, and help develop your plans and projects. We can give you the management resources and skills to grow your business successfully! 

Bob Shepherd Associates offers Management Expertise in the following areas to support our products:

  • Communication and presentation
  • Marketing and sales   
  • Project management
  • Business lending
  • Financial analysis
  • Investments
  • Budgetary control
  • Debt management and recovery
  • Collateral charged security
  • Conveyancing
  • Foreign exchange and trading
  • Legal business matters
  • Company law
  • Legal charges
  • Health and safety
  • Training and seminars
  • Presentation and first impression training
  • Computer literacy
  • Target management
  • Team management
  • Staff coaching and counselling
  • Staff appraisal
  • Work flow prioritising
  • Office administration
  • Premises and security matters