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The Legal 500 Hall of Fame Icon The Legal 500 Hall of Fame highlights individuals who have received constant praise by their clients for continued excellence. The Hall of Fame highlights, to clients, the law firm partners who are at the pinnacle of the profession. In the United Kingdon, the criteria for entry is to have been recognised by The Legal 500 as one of the elite leading lawyers for eight years. These partners are highlighted below and throughout the editorial.
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United Kingdom > Wales > Finance > Banking and finance > Law firm and leading lawyer rankings

Editorial

Other

Index of tables

  1. Banking and finance
  2. Leading individuals
  3. Next Generation Partners
  4. Rising stars

Next Generation Partners

  1. 1

Led by the 'extremely commercial' Joanne Canning, Eversheds Sutherland (International) LLP 's seven-strong team advises a bank-focused client base across corporate lending, real estate finance and education finance matters. Leveraging the firm's strong clearing bank relationships, as well as receiving a considerable volume of instructions from challenger and local banks, the team is well-placed to advise on both local and UK-wide work. Associate Melissa Hellio is gaining a strong local reputation and is praised for her 'commercial outlook'.

Practice head(s):Joanne Canning

Other key lawyers:Melissa Hellio; Lowri Gwyn

Testimonials

Cost-effective and responsive

Joanne Canning provides real advice as opposed to just 'sitting on the fence'

Melissa Hellio provides top-quality advice

Headed by the 'practical and responsive' Dominic Marshall, Hugh James' eight-strong team has an excellent track record for borrowers and lenders across a range of corporate, real estate and energy financings. As well as having strong relationships with numerous established financial institutions, the firm has also developed strong ties with a growing number of challenger banks, while on the borrower front it excels at handling large, often politically sensitive public sector financings, and is also noted for its advice to registered social landlords seeking loan and bond facilities. The 'excellent' Rowena Downie has a growing reputation in the market and often takes the lead on work for lenders and borrowers.

Practice head(s):Dominic Marshall

Other key lawyers:Robert Morgan; Rowena Downie

Testimonials

Responsive and knowledgeable

Proactive and commercially pragmatic in their approach

Excellent banking lawyer Dominic Marshall is highly experienced and adept at solving issues

Key Clients

Metro Bank

Santander UK

The Welsh Government

Development Bank of Wales

HSBC Bank

Lloyds Banking Group

NatWest

Welsh Rugby Union

Hodge Bank

Celtic Manor Resort

Work highlights

  • Advising a commercial lender on a £85m revolving credit facility.
  • Advising a leading luxury resort on a senior sterling term and revolving facilities agreement provided by a club of lenders.
  • Advising a commercial lender on a particularly complex transaction that involved various stages that required careful co-ordination.
  • Advising a Registered Social Landlord on its banking facilities.
  • Advising Metro Bank on its facilities to refinance existing debt and provide additional finance for working capital and development works (including term loans, revolving credit facilities and overdraft) to a significant 'KFC' and 'Costa' franchisee.

Locally, Acuity Law has developed strong ties with specialist lenders for real estate financing matters, as well as handling financing work for high-profile developers and providing innovative financing solutions to clients within the affordable housing sector. The firm is also increasingly active handling matters in the South East and London (aided by a growing London presence) where it is building up a growing roster of alternative finance providers. Team head Beverley Jones provides 'very sound advice' to funds, corporates and lenders across a wide range of financing transactions.

Practice head(s):Beverley Jones

Other key lawyers:Steve Morris; Jonathan Geen; Damien Cann

Key Clients

Warwick Capital

Principality Building Society

Hodge Bank

Creditsafe Business Systems

Harris Pye Engineering

Group Limited

IQE Plc

Investec

Aberdeen Asset Management

LifeCare Residences Group

Zorin Finance

Work highlights

  • Advised Somerleigh Court  Ltd (part of LifeCare Residences Group) on the refinancing of its retirement residence comprising 68 apartments, resident amenities and a nursing home.
  • Acts for property developer Rightacres in the £400m financing by Legal and General of the Central Square development in Cardiff.
  • Acted for Principality Building Society on a facility made available to Tirion Group to enable the purchase of new homes developed by Ely Bridge Development Company on a 53-acre site to the west of Cardiff Centre, and the leasing of homes to Cadwyn Housing Association.

Aided by a network of offices throughout the UK, including Southampton and London, Blake Morgan LLP's Cardiff office handles both local and national mid-market new money financings and refinancings for a varied roster of corporates and lenders. As well as her transactional work, which includes a niche speciality in relation to social housing finance, 'strong' team head Reshma Jogia also often provides regulatory advice, primarily in the context of consumer credit matters. Associate Paul Duggan  has a burgeoning reputation in the market and excels at handling financings within the leisure and healthcare sectors.

Practice head(s):Reshma Jogia

Other key lawyers:Ewelina Wagiel; Paul Duggan

Testimonials

Very professional and business-oriented service

Key Clients

Milford Haven Port Authority

Julian Hodge Bank

Valleys to Coast Housing

HSBC UK Bank

MedicX Fund Limited (Octopus Healthcare)

Trivallis Limited

Llechwen Hall Hotel Limited

Amzac Estates Limited

Work highlights

  • Advising MedicX Fund Limited on the refinancing of its £264.5m loan facilities – originally provided by Aviva Public Private Finance Limited.
  • Advised Valleys to Coast Housing on the £10m term loan syndicated facility provided by the National Westminster Bank (as the original lender) allowing further investments in the social housing sector.
  • Advised HSBC's Wales corporate banking team on an amendment and restatement of their existing £27.5m loan agreement with the Orbis Education and Care Group to provide further funding of approximately £6m to allow the Group to acquire new premises in Tewkesbury.
  • Acted for Llechwen Hall Hotel Limited in connection with its £2m-plus facilities with Assetz Capital Trust.
  • Acted for the Milford Haven Port Authority on its loan from HSBC to refinance its existing borrowings with multiple lenders and for general corporate purposes.

Although it remains best-known for its property finance prowess, under the leadership of Christopher Agius, Capital Law Limited 's eight-strong team has successfully expanded the scope of its practice to include a growing amount of standalone corporate finance work, in addition to general ongoing banking work for the firm's roster of corporate clients. Associate Christopher Lewis also assists on a significant amount of the firm's property finance matters and has been a key practitioner responsible for the firm's growing presence in the corporate lending space.

Practice head(s):Christopher Agius

Other key lawyers:Christopher Lewis; Huw Thomas

Key Clients

Santander UK Plc

Hodge Bank

Svenska Handelsbanken

Royal Bank of Scotland

Unity Trust Bank

Allied Irish Bank

M5 Associated Limited

RBS Social & Community Capital

Development Bank of Wales

Charity Bank Limited

HSBC Bank

Barclays Bank

Metro Bank

Shawbrook Bank

Work highlights

  • Advised Howard Tenens Limited on a £70m refinancing facility with HSBC, redeeming Barclays.
  • Advised Julian Hodge Bank on the refinancing of a hotel group whose property assets are based in London.
  • Represented Handelsbanken on an £8m loan to a property investment company.
  • Acting for a south Wales-based higher education establishment on its borrowing of over £16m from Santander.
  • Represented a healthcare group on term loan and revolving credit facilities of in excess of £7m.

Led by the 'calm and experienced' Fraser MacRae, Clarke Willmott LLP 's four-partner team provides a 'proactive service' to lenders and borrowers on real estate finance matters. It is particularly accomplished in relation to social housing finance, where the firm's work includes advice on syndicated loans, securitisations and private placements, for lenders and housing associations.

Practice head(s):Fraser MacRae

Other key lawyers:Bethan Evans; Clare Gregory

Testimonials

The team is knowledgeable and provides a great relationship based working arrangement to foster confidence.

A friendly, can-do and commercial culture allied to strong technical expertise

Bethan Evans is task-focused and approachable in heat of battle

Key Clients

Triodos Bank

Handelsbanken

Santander Bank

Lloyds Bank

Allied Irish Bank

Homes England Investment

Wellesley Finance

Secure Trust Bank

One Housing Group

Melin Housing

Rhondda Housing Association

Grŵp Cynefin

Work highlights

  • Providing a bespoke facility for AIB Group (UK) Plc for the management buyout of a recruitment company based in South Wales.
  • Advising a significant Welsh social housing provider on a loan and amendments to financial covenants across its borrowing arrangements.
  • Instructed by Lloyds Bank in relation to a revolving credit facility made available to Valleys to Coast Housing Association.
  • Advised the Principality Building Society in relation to a £10m loan to Taff Housing Association.
  • Instructed by Santander in relation to a further loan to Cardiff and Vale College, to purchase a building adjoining its main Cardiff site.

Led by the 'excellent' and 'experienced' Karl Baranski, Geldards LLP 's six-strong team provides a 'high-quality service' to lenders and borrowers across a wide range of new money deals and refinancings. Active in both the public and private sector, particular areas of focus include development finance, secured lending and corporate lending.

Practice head(s):Karl Baranski

Other key lawyers:Mike Jeffs; Andrew Morris; Adam Thomas; Harriet Morgan

Key Clients

Lloyds Bank

Hodge Bank

Handelsbanken

Santander

HSBC Bank

Principality Building Society

Welsh Government

Development Bank of Wales

Arts Council of Wales

Kingdom Bank

Celsa (UK) Group

Work highlights

  • Advised Julian Hodge Bank on the refinancing of a wind turbine development.
  • Advised Santander on the £3.5m refinancing of existing facilities together with the provision for working capital facilities.
  • Advised a major construction group on the injection of new funds into the company by the Welsh government.
  • Advising the Arts Council of Wales in relation to capital projects.
  • Acted for Lloyds Bank in an acquisition finance of offices.

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