What is the application process like?

The helpful team at Portman can smoothly guide you through the application process. After discussing your needs and collecting business documents, we can save you time completing proposals and applications on your behalf. In the first instance, the documents we would typically need are: 

  • Copies of a recognised photo ID
  • Bank statements
  • Copy of your business plan
  • Copy of your CV

We would also ask for a copy of your management accounts, profit and loss and balance sheet for established businesses. It is important to have all of these documents at hand to make the application process as smooth and painless for yourself as possible.