FUNDING

Funding for your clients

LET US HANDLE THE HARD WORK AND RISK

Almost every business needs funding at some point, so it’s a sure-fire way to help clients. But searching through lenders and products to make a recommendation can be daunting, as is the risk of putting a foot wrong.

Fluidly helps you find funding for your clients with ease. We uncover who needs finance, guide your clients through their application and deal with the lenders and paperwork.

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more choice

A wide range of lending products and a growing panel of 40+ lenders.

Expert TEAM

An experienced team of FCA-regulated funding specialists.

SIMPLE AND EASY

We do the hard work, so it’s totally hassle-free for you and your clients.

IDENTIFY CLIENTS

We help you uncover which clients might need help with funding. 

WHY HELP CLIENTS WITH FUNDING?

The benefits for your practice

PROVIDE VITAL SUPPORT

From plugging a cashflow gap to investing in new equipment, help clients take their next step.

KEEP CLIENTS HAPPY

As clients overcome challenges or expand their business, they know who to come back to for advice.

GROW YOUR PRACTICE

Bolster your existing services and find new ways to offer support, so your practice can reach more businesses.

Funding with fluidly

You don’t need to be an expert

With Fluidly, you don’t have to be a funding expert to help clients take out a loan. We keep things simple – saving you time and hassle but leaving you in control. 

Our platform retrieves tailored offers from a range of lenders, including options like invoice and asset finance, giving your clients more choice. From covering a VAT bill to financing new equipment, simply refer clients who need funding to us and we’ll look after the rest.

Our FCA-regulated funding specialists know the industry inside out, so you don’t need to worry about compliance mistakes or reputational risk.

GET STARTED

Get started in minutes

How funding with Fluidly works

  1. Welcome call: Speak to an adviser and explore your options with a starter conversation. 

  2. Uncover opportunities: We identify clients who might benefit from funding, who you can refer to us.

  3. Search the market: We retrieve funding offers for the clients you’re happy to introduce us to.

  4. We help clients apply: If your clients want to proceed, our funding specialists look after the rest.

  5. A happy client: If your client is successful, they receive the funding and you get a referral fee.

Get started

ACCOUNTANT FUNDING STORIES

Partner funding testimonials

“We’ve been stretched thin providing support to all the clients that have needed it. We couldn’t have launched funding during such a busy time if it wasn’t for Fluidly.”

Sian Kelly, Managing Director, Inform Accounting

read the full case study

“The feedback from clients has been great, so we feel comfortable introducing them to Fluidly directly. The service reflects very well on us.”

Bob Evans, Head of Business Accelerator Services, Robson Laidler

Read the full case study

Resources and support

We’re here to help

Guides and resources

Fluidly members receive a range of free resources, to help you launch new services and stay compliant.

Account managers

Your account manager will help you get started, then work with you to grow your service line.

Funding specialists

Our FCA-regulated funding specialists can advise you and your clients every step of the way.

 
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