For accountants & advisers
Refer a client. We do the work. You both get looked after.
Introduce a client in 60 seconds, do zero paperwork, and keep the relationship. Introduction fee by arrangement.
How a referral works
01
Introduce in 60 seconds
Send us a name and the rough need. No forms, no document pack from you.
02
We match & introduce
We match the deal with a funder and email you their introduction. Reply and they handle assessment, terms and settlement. No work for you.
03
Your client comes back
One problem solved, and the relationship stays yours. Introduction fee by arrangement.
What’s in it for you
Introduction fee
By arrangement, agreed with you up front.
Zero workload
Assessment, structuring and settlement are handled for you.
Your client stays yours
No exclusivity, no cross-selling. We solve one problem and hand back.
The arrangement
Agreed
Introduction fee
by arrangement, set with you up front.
60s
To refer
a name and the rough need.
0
Exclusivity
refer as much or as little as you like.
Refer a client
Sixty seconds is all it takes. Your client is contacted directly, about this and nothing else.
your client is only ever contacted about this
Common questions
Do I have to disclose the referral fee to my client?
Whether and how you disclose a referral fee to your client is your own professional call - we don’t direct that. Any introduction fee is by arrangement, agreed with you up front.
Will you cross-sell or poach my client?
No. We solve the one problem you refer and hand the relationship back. There’s no exclusivity arrangement.
What makes a good referral?
A company or trust that owns property and needs capital quickly against it. A rough amount and timeframe is enough to start.