As an advisory professional, you’re indispensable to your clients. As well as providing traditional accounting services, you can now support them further by connecting them to vital business finance opportunities. Through Connect, access our vast lender panel in one simple and secure application.
Benefits of becoming a Funding Options Advisory partner
Stay on top of all your clients funding applications - Our new advisory portal Connect allows you to submit, track and manage any ongoing applications for your clients.
- Create added value for your clients - By working with Funding Options to offer capital advisory as an additional service line. We’ll do the bulk of the work for you, allowing you to offer this extra service to your clients hassle-free.
- Stay in tune with the ever-changing funding market - Become the go-to source for the market trends your clients’ need. We can keep you up-to-date with market movements, which you can pass onto your clients.
- Watch your practice grow hand in hand with your valued clients - By assisting your clients to access the funding they need, you can create a stronger relationship with larger firms who need additional advice and services. This could range from growth planning or advice around tax, relocation, payroll, acquisitions, etc.
- Ensure you are staying ahead of technological advancements - Our tech-driven platform allows your clients to instantly access our panel of 120+ lenders through one simple online application form. Using our technology allows you to unlock new opportunities for both you and your clients.
- Access to your own dedicated Business Finance Specialist - The world of business finance can be complex and confusing. Partnering with Funding Options means there will always someone on hand to assist with any queries you or your clients may have.
- Benefit from our generous Revenue Share scheme - We believe in succeeding together. So, for every successful client you refer, we’ll share the revenue with you.
At ICAEW Virtually Live 2021
Accessing finance for clients
15 June 2021, 15:30-16:10 BST
ICAEW's Nila Khan talks to Funding Options' CEO Simon Curteon and other panellists about what finance options are on offer in the current economic landscape. The conversation will cover how to access finance efficiently for clients.
Speaker
Simon Curteon, CEO
Simon Cureton is Chief Executive Officer at Funding Options, where he’s using his extensive experience in the alternative finance sector to ensure the company is at the forefront of Open Banking and other innovations within the industry. Simon was a founding member of Esme loans and has held senior posts at RBS International, Morgan Stanley, Barclays Capital, Commonwealth Bank of Australia and Deutsche Bank.
It’s never been more critical for businesses to have easy access to the right type of funding. COVID-19 has forced many businesses to pivot or close their doors until lockdown is lied. However, for others, the situation has led to a significant increase in customer demand.
Despite the uncertainty of 2020, the UK ranked 4th in the Global Innovation Index 2020 and continues to be one of the most entrepreneurial countries in the world. Covid-related redundancies are compelling individuals to set up businesses of their own, and the Trade and Cooperation Agreement (TCA) has created more clarity around what the new trading relationship between the UK and EU will look like.