DAVE REES MORTGAGES LIMITED

Executive Summary

Dave Rees Mortgages Limited is a financially stable micro-sized mortgage intermediary with strong liquidity and equity growth since its 2020 formation. Its competitive advantage lies in a lean operational model and niche market focus, supported by a robust working capital position. To capitalize on growth opportunities, the company should pursue geographic and service expansion, digital adoption, and team scaling while mitigating key person dependency and market competition risks.

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