Accountants: Introduce your customers to Portman

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If your business customers need to spread the cost of a purchase or boost cashflow, choose Portman as your finance partner.

  • Both lender and broker
  • Supporting SMEs in any sector
  • Work with all types of credit history
  • Finance options to suit all needs
427 reviews on 4.8 stars
 
  • Estimate repayments with our App
  • Working with over 440 accountants
  • Refer any type of customer with any need
Support and grow your clients

Boost your accountancy practice by partnering with Portman for business finance

When discussing financial plans with your clients, if they are thinking of making capital purchases, looking to grow, diversify, expand or carry out a business project. Make sure they consider finance. For the right business spreading the cost of an investment that unlocks value then making repayments whilst generating revenue is a good strategy. Over 440 Accountants choose Portman to support them whilst helping their clients realise their ambitions.

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Help clients realise their ambitions

Offer your Customers Finance Options with Portman

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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 £1.1 billion in funding for our clients 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’ve doubled in size over the past two years, with a team of almost 100. 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 and reliable partner.
Provide expert financial opportunities to businesses & clients

Why Partner with Portman as an Accountant?

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Accountants refer their clients to us for many reasons

Financial Expertise

  • We understand available finance options, which lenders prefer what sort of assets and what types of business, increasing chances of acceptance.
  • We can cater to a wide variety of needs, provide tailored advice and access to a range of financial products not available on the high street, 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 Agency

  • 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.
How does it work?

Interested? Find out how it all works or send us an enquiry