For advisers and partners

A lending desk behind your whole client base LBPDRIVE0919

Accounting firms and advice networks who want one credit desk for every client who needs one.

The arrangement

A named contact, one process for every introduction, and your clients told the same thing you were.

Meet us once, agree how introductions run, and we handle the lending from there.

Four firms have run this arrangement since 2024, and every introduction was answered within one business day.

Referral process

Agreed with your adviser at every step before it reaches you.

Alignment01Partner MeetingStrategy agreed with the adviser before the client is in the room.

02Client MeetingThe first joint meeting, already prepared for.

03Strategy PrepInternal workshop against the client's full position.

04Partner AlignmentThe proposal cross-checked with the adviser.

Execution05Client Strategy PresentationThe Curated Lending Proposal, presented together.

06ImplementationLodgement through credit, managed end to end.

07SettlementHeld to the date the strategy depends on.

08ReviewsRe-pricing, valuations and refreshed proposals, ongoing.