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Adding Value To Your Clients
As an Accountant, you can often become a sounding board for your clients regarding their finances, including topics such as:
- Materials Investment
- Tax payments
- Finance consolidation
- Investing for expansion
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Dedicated Account Manager working for you
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Working with over 440 accountants
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Access to over 45 specialist lenders
Strengthen your role with your clients
Planning for growth, managing cash flow, investing in equipment, or navigating tax liabilities. The question isn’t if finance is beneficial, but which option is right. Your clients trust you, and we understand that making a recommendation can seem like a risk. By partnering with Portman, you can confidently recommend a funding specialist that values your client relationship, enhancing the service you provide.
Offer your Customers Finance Options with Portman
Who are Portman and why is a Partnership with us beneficial?
- Established Business Finance Expertise – Since 2007, Portman has grown from start-up to a leading hybrid broker-lender. We offer a comprehensive suite of business finance solutions, empowering SMEs to achieve their goals.
- Proven Track Record of Success – Our team has secured over £1.5 billion in funding for over 20,000 UK businesses through asset finance and business loans. This experience translates to better outcomes for your clients.
- Rapid Growth & Scalability – Portman’s commitment to excellence has fuelled significant growth. We understand the needs and challenges of growing a business
- Unwavering Professionalism – Our in-house compliance and legal expertise ensure all transactions are completed with the utmost professionalism and adhere to the highest regulatory standards. When you partner with Portman, you have the peace of mind of working with a trusted, stable and reliable partner.
Why Partner with Portman as an Accountant?
Accountants refer their clients to us for many reasons
Financial Expertise
- We understand available finance options, which lenders prefer what types of business, increasing chances of acceptance.
- We cater to a wide variety of needs, provide tailored advice and access to a range of financial products, often securing deals not available elsewhere.
- We can advise on complex projects or situations, sourcing funds from multiple lenders to find the best fit for your clients entire needs.
Impartiality and Compliance
- Referring us your clients and we’ll give them an independent view of what’s possible for them. You open the door to high-quality objective advice without having to recommend a particular type of funding.
- You can also rest assured we will deal with the legal and regulatory aspects of finance correctly.
Build a Stronger Practice
- Enhance the relationship between yourself and your clients, showing your proactivity in addressing all aspects of your client’s financial health, fostering greater trust and loyalty.
- You can also differentiate your practice from competitors, offering a more comprehensive financial service package.
Become an Accountancy Partner
Working with Portman Finance Group is designed to be mutually beneficial. Partner arrangements are simple and transparent, with competitive referral fees available where appropriate. Once your business is registered with us as a Partner, an introduction can be as simple as an email or phone call. From there, our team takes care of the process, keeping you and your client informed at every stage.
