BECOME AN APPOINTED REPRESENTATIVE
WHY PARTNER WITH US
We understand the problems of smaller brokers in terms of accessing funders, and running your business in an increasingly regulated industry. It seems the harder you run to satisfy compliance, the less time you have to build your business.
We can provide our broker ARs access not just with new systems, but new ways of doing business, collaboratively, and to provide an exceptional bespoke service. Creating additional profit centres for you.
We do not operate ‘within a box’ so you are not restrained, it is important to be creative and enjoy the untapped opportunities that the vast majority of small brokers in the UK are missing.
This is Business Finance Broking - BUT DIFFERENT!
OUR SOLUTION IS SIMPLE.
WE ARE NOT A ‘SAUSAGE MACHINE’.
✅ We have created ‘Invest’ a CRM Compliance and Marketing system in one, putting you in charge of your business, greatly increasing productivity, and improving your marketing capacity, reducing the boom-and-bust periods of trading. This really is a big game changer and at the heart of our businesses. We have been nominated by the NACFB for an award for ‘Innovation’ in 2025 for ‘Invest’.
✅ Access to Specialist Funders- Our industry now demands we increase the value added to our customer. We take a holistic approach. This means you would now have access to specialist funders in Working Capital, Asset Finance and Real Estate, allowing you to maximise your income across all sectors.
✅ Access to our Trusted Partners- Alongside delivering bespoke finance solutions, you can connect with our network of trusted professionals. Our partners provide high-quality services in areas such as Human Resources, Business Insurance, Employee Ownership Trusts and Management Buy-Ins/Buy-Outs — ensuring you have expert support across every stage with additional income generated for you.
✅ In-house Marketing Expertise to support you grow your business. From email campaigns to promotional strategies, we’ll help you connect with your audience and drive your business growth.
✅ In-house Expertise – we all have our own levels of expertise. We work together to maximise everyone’s rewards. We will assist you to reach all sectors of business finance whether its Working Capital, Asset Finance or Real Estate for you to provide the complete the complete Business Finance package to your customers.
✅ Competitive Commission Packages
Earn commission/referral fees with monthly payouts and transparent terms.
Earn commission/referral fees with monthly payouts and transparent terms.
✅ Access to a Wide Lender Panel
Offer your clients competitive funding options with our extensive network of trusted lenders.
Offer your clients competitive funding options with our extensive network of trusted lenders.
✅ Comprehensive Back-Office Support
Gain access to a powerful CRM, calculation tools, expert compliance guidance, and marketing resources — so you can focus on what matters most: building client relationships and growing your business.
Gain access to a powerful CRM, calculation tools, expert compliance guidance, and marketing resources — so you can focus on what matters most: building client relationships and growing your business.
✅ Training & Ongoing Support
Whether you’re new to finance or a seasoned broker, we offer training, guidance, and access to a supportive broker community — so you’re never on your own.
✅ FCA-Covered AR Status
Whether you’re new to finance or a seasoned broker, we offer training, guidance, and access to a supportive broker community — so you’re never on your own.
✅ FCA-Covered AR Status
Operate under our FCA permissions as an Appointed Representative, backed by a Principal firm with A1 audit status from the NACFB — giving your clients full confidence in compliance and credibility.
✅ Specialist Referral Scheme
Offer more to your clients through our referral program, giving you access to complex deal support, specialist finance products, and a broader range of lender options.
✅ Professional Tech Setup
Get fully equipped with Microsoft 365, secure cloud storage via OneDrive, encrypted systems, antivirus protection, and full remote IT support
✅ Peace of Mind with PI Insurance
Operate with confidence thanks to our Professional Indemnity insurance, included under our network umbrella.
✅ NACFB-Backed Credibility
Enjoy the benefits of working within a network that is an active member of the NACFB, the UK’s leading trade body for commercial finance brokers.
✅ Events, Networking & Support
Join a community of like-minded professionals with regular company events, training, and one-to-one support to help you grow your business.
Join a community of like-minded professionals with regular company events, training, and one-to-one support to help you grow your business.
BECOME AN
BECOME AN APPOINTED REPRESENTATIVE
BECOME OUR INTRODUCER
BECOME A SUPPLIER
READY TO JOIN?
Take the next step in your professional journey.
Call us on 07764 229 416 to speak with our team to find out more.
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