Referral Services for Accountants

Key benefits of referring your clients:

  • Dedicated account manager to support you and your clients
  • We're a specialist bank: experienced in working with medical and dental practices, pharmacies, legal and accountancy firms as well as SMEs
  • Competitive pricing: we will try to beat a competitor's quote if we can
  • Tailored finance plans to your clients' needs
  • Add value to the services you offer
  • Support you in your practice growth objectives

Many accountancy practices and business advisers today are offering consultation above and beyond their standard services to their clients. By working with a trusted finance provider such as Wesleyan Bank, you can provide your clients additional services and added value.

We pride ourselves on our expertise and knowledge of the accountancy sector and will work with you to ensure that we provide your clients with the service and solutions that they deserve, exceeding expectations.

We can provide funding for a range of client needs, including but not limited to; short-term loans, asset finance, mergers and acquisitions, equity buy in/out, refurbishment and complete IT solutions.

We'll work with your client to ensure that we understand their needs and provide them with a bespoke finance solution, supporting both their own business growth as well as your own.

Speak to one of our dedicated and knowledgeable account managers today about how we can help to support your clients and your business.

Wesleyan Bank acts as a broker and a lender.

Depending on the circumstances and where required by law, loans will be regulated by the Financial Conduct Authority and the Consumer Credit Act.

VAT Funding

VAT Funding

After a successful period your client could end up with a higher VAT bill than expected. Our tailored solutions offer a practical short-term solution.
Tax Funding for Practices

Tax Funding for Practices

We provide an online tax facility in the peak tax seasons of January and July to help practices, firms and SMEs to spread the cost of their tax bill.

Call our team free on 0800 980 9348 Monday to Friday 8.30am - 5.30pm or contact Wesleyan Bank

'WESLEYAN’ is a trading name of the Wesleyan Group of companies.

Wesleyan Assurance Society and Wesleyan Bank Ltd are authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Wesleyan Financial Services Ltd, Wesleyan Unit Trust Managers Ltd, Practice Plan Ltd and DPAS Ltd are authorised and regulated by the Financial Conduct Authority.  Advice about investments, insurance and mortgages is provided by Wesleyan Financial Services Ltd.

Click for more information about the Wesleyan group of companies.

© 2021 Wesleyan Assurance Society