Home/Be a partner
For corporate secretaries, accountants & law firms

Your client needs a loan.
You don't have to be the lender.

We handle SME loans, trade facilities and property financing for the clients you send our way. You stay their adviser — we do the financing legwork.

Why refer to Fundwise

We work through you, not around you.

No exclusivity, no quotas, no pressure to refer someone you're not sure about. Send a client our way when it makes sense — that's the whole arrangement.

01

You keep the relationship

We only contact your client about what they were referred for. No cross-selling, no going around you.

02

No quotas, no lock-in

Refer one client a year or one a month. There's no minimum and no exclusivity clause tying you to us.

03

We do the financing work

Lender matching, structuring, paperwork, follow-up — all on us. Making the introduction is the only thing we need from you.

How it works

Three steps. No fine print.

01

Reach out

Tell us about your practice using the enquiry form and pick “Partnership”. We will set up a call that works for your schedule.

02

Walk through the details

We'll explain exactly how referrals work, what we need from you, and answer anything you're unsure about.

03

Start referring clients

Send clients our way as the need comes up — no schedule, no targets to hit.

Start here

Send us your practice details.

Tell us about your practice and we will walk you through exactly how referrals work before you send us anyone. Pick “Partnership referral” on the form and it comes straight to us. All enquiries answered within 48 hours.