Client referral service to support your clients

Key benefits:

  • Increase added value to your clients
  • Recommend a trusted and reliable supplier
  • Stay in the loop or let us do the work for you
  • Dedicated account manager
Supporting you and your clients

Supporting you and your clients

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.

Since 2013, we have worked hard to expand our expertise and understanding of the accountancy market and as such develop products specifically tailored for accountancy practices.

For more information or to get a quote, simply complete our enquiry form and one of our team will be in touch as soon as possible. Alternatively, you can call 0800 975 3915.

'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.

© 2020 Wesleyan Assurance Society