Finance for ifas/financial intermediaries
Finance for IFAs/Financial intermediaries.
Recurring revenue is your most valuable asset, and the basis on which we help you acquire client banks, fund PI and plan succession.
Get a quoteWhere finance helps
The cash flow pressures we solve for ifas/financial intermediaries.
Client book acquisition
Funding to buy recurring revenue client banks and consolidate adviser firms.
PI insurance
Adviser PI premiums spread across the year rather than paid as a single annual bill.
Succession & equity
Buy in and buy out capital for incoming advisers and retiring principals.
Relevant finance
Facilities we most often arrange for ifas/financial intermediaries.
Premium funding
PI Funding
Spread the annual PI premium across the year, in line with how the practice actually earns.
Tax funding
Tax & VAT Funding
Smoothing corporation tax, self assessment and VAT so January and quarterly bills don't dictate cashflow.
Regulatory funding
Practising Certificate Funding
Spread annual practising certificates and regulatory fees over 6, 10 or 12 months.
Working capital
Aged Debt & Lock up
Release cash from WIP, lock up and slow paying client ledgers, usually on an undisclosed basis.
Strategic funding
Practice Acquisition Finance
Funding for mergers, lateral hires and the acquisition of established practices.
Strategic funding
Partner Buy In and Buy Out
Structured capital for incoming equity partners and for retiring partners' exits.
Premises funding
Office Refurbishment & Fit out
Premises acquisition, refurbishment and fit out for professional practices.
We know your regulator
Built around the rules you actually work under.
We structure acquisition and PI facilities around the FCA regulated, recurring revenue model that makes advisory firms both valuable and fundable.
"They valued our recurring revenue properly and found a lender who got it. We completed the acquisition ahead of schedule."
Ready to talk?
A senior broker who already understands ifas/financial intermediaries.
Whole of market. No lender commission.