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.
WHY HELP CLIENTS WITH FUNDING?
From plugging a cashflow gap to investing in new equipment, help clients take their next step.
As clients overcome challenges or expand their business, they know who to come back to for advice.
Bolster your existing services and find new ways to offer support, so your practice can reach more businesses.
Funding with fluidly
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 in minutes
Welcome call: Speak to an adviser and explore your options with a starter conversation.
Uncover opportunities: We identify clients who might benefit from funding, who you can refer to us.
Search the market: We retrieve funding offers for the clients you’re happy to introduce us to.
We help clients apply: If your clients want to proceed, our funding specialists look after the rest.
A happy client: If your client is successful, they receive the funding and you get a referral fee.
ACCOUNTANT FUNDING STORIES
“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
“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
Resources and support
Fluidly members receive a range of free resources, to help you launch new services and stay compliant.
Your account manager will help you get started, then work with you to grow your service line.
Our FCA-regulated funding specialists can advise you and your clients every step of the way.
Straightforward cashflow management to help business owners sleep better
© 2021 Fluidly Ltd is registered in England and Wales under Company Registration number 10402874. We are Authorised and Regulated by the Financial Conduct Authority as a Credit Broker under the firm reference number 844093 and as an Account Information Services Provider under the firm reference number 791669. Please note we are a credit broker and NOT a lender. Fluidly is ISO 27001 certified.
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