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Case Studies on Principles for Investors in Inclusive Finance

Case Studies about Principles for Investors in Inclusive Finance

Inclusive finance focuses on expanding access to financial services and products to poor and vulnerable populations, micro- and small enterprises, and those otherwise excluded from affordable and responsible financial products and services. This encompasses a wide range of financial services including savings, credit, insurance, remittances and payments.  Investors approach investment in inclusive finance with different motivations.

Case Study on Inclusive Finance

Some are engaged because they actively seek to alleviate poverty and see the provision of financial services as a tool to do so. Some seek to be a responsible investor because they recognise that issues such as over-indebtedness are material when assessing financial risks and returns. Whatever the motivation, there is a variety  of approaches to being a responsible investor. Keep reading…

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Case Study on Boston Healthcare

Wakefield-based Boston Healthcare received £1.25 million investment from Finance Yorkshire’s Equity Fund.The company, which was established in April 2010, will use the investment to procure, market and distribute a range of well-known pharmaceutical products. The portfolio of over-the-counter (OTC) products produced by Boston Healthcare includes a range of sun protection products and multi-vitamins already available in high street retailers and pharmacies..
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Case Study on Boston Healthcare


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Case Study on BCT Outdoors

A Bradford-based tent and marquee specialist is venturing into the field of luxury ‘glamping’ with new product lines thanks to a £70,000 investment from Finance Yorkshire. The company – which started in 1896 as Bradford Cover and Twine Company – manufactures tents for youth groups, tour and adventure holiday operators as well as garden marquees and soft play equipment for individual as well as large international clients. BCT Outdoors Director Chris Fawcett said: “The company’s success relies heavily on research and development and listening to customers, and this philosophy, backed by traditional skills, has enabled the company to build a large customer base both at home and abroad..
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Case Study on BCT Outdoors

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Case Study on Media Centre

The Investment Rationale: Graham Davies, Investment Manager from Finance Yorkshire, added: “Both Ian and David have a successful history in technology innovation and have established a number of start-up companies in this sector. They know the process involved in creating a successful fledgling company and we are pleased to support their development with this finance deal…



Case Study on Media Centre


Future Expectations: Ian added: “We are a very early stage business and we are currently working on getting the prototype into a position where we can take it to market. We are aiming for this to be the middle of 2012, so the support from Finance Yorkshire has come at a crucial stage.”
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Case Study on John Moore Security Limited

The Company: After working at various national security firms, John Moore set up his own business in 1987, which specialises in fire alarms, CCTV, intruder alarms and access control systems.John Moore Security (JMS) has grown over the years thanks to a series of trade acquisitions, expanding into areas including Doncaster, Brigg and Cleethorpes. The company recently received BAFE accreditation for its commitment to service excellence in fire protection.



Case Study on John Moore Security Limited


The Investment Rationale: Martin Overfield said: “I worked with Finance Yorkshire’s Ian Atkinson previously when he was with Partnership Investment Finance and as a result knew that Finance Yorkshire would be able to help us put together the right funding package for JMS.Ian Atkinson said: “JMS is a big player now across Yorkshire and the Humber, but was finding it difficult to raise the additional working capital it required to continue that momentum.“This is a perfect example of how Finance Yorkshire can step in to assist companies by providing a significant business loan that will plug the gap in financing that many of our regional businesses face.”
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