At Acorn, we Specialise in Funding For IFAs

THE SECTOR OF FINANCIAL ADVICE IS FACING NEW CHALLENGES IN THE COMING YEAR.

Clients – particularly High Net Worth Individuals, are more informed about investing opportunities. They’re quick to seek other investment options if they feel that their assets are not being looked after as they wish. Investing in better software technology or outsourcing your product research has become business-critical, not just a nice-to-have. In addition, the industry is finding it harder to attract and retain top talent

Servicing valued clients is simply costing advisers and practices more.

The lifecycle of a business means that you, or your clients, are likely to need funding options for the next level of growth. A business development loan could be invested in IT, cybersecurity, digital marketing or even larger premises. As you grow, so does your Tax liability – often managed by short term loans that won’t impact your cashflow. You may even consider a Partner buy-out or look to utilise acquisition funding to acquire a competitor.

In our experience, High Street banks can sometimes seem less supportive of IFAs. We specialise in your profession and understand the specific needs that Financial Advisors face. Whether you or your clients need funding options for Tax, capital investment, or acquisition funding, we can help.

BECOME AN ACORN INTRODUCER

As an Independent Financial Adviser, you understand the importance of client trust and long-term relationships. Helping a client to access the right funding options creates a clear added value.

Find out how you can benefit your business and your clients here with our Acorn Introducers Portal.

Eddie

Eddie

Eddie brings a wealth of experience and knowledge from the finance sector.
Since building up and successfully selling on his own vehicle leasing brokerage, he joined Acorn Business Finance 5 years ago as a consultant covering the North of the country. Based in South Cheshire, he is ideally located to assist SME clients
around the whole area. 

He enjoys building long term relationships with clients and helping them achieve their targets by providing creative funding solutions and watching their businesses grow. Outside of work Eddie enjoys escaping to North Wales to get wet and cold up various mountains, sampling some good food and beer once he gets down again, and spending time with his family – mainly chasing his 2 young sons around.