Advisors & Introducers

Refer Clients
With Confidence.

Our advisor programme helps accountants, consultants, professional introducers and trusted partners connect clients with funding solutions while maintaining visibility throughout the journey.

Powered by our Connected Finance Ecosystem and supported by experienced finance professionals, we make client introductions simple, transparent and professional.

Advisor Portal Live
Client Introduction Corporation Tax Funding
Live
Asset Finance Opportunity Quote Generated
Ready
Commercial Finance Expert Review
In Progress
Partner Commission Opportunity Completed
Processed
Advisor Portal
Client Introductions
Progress Visibility
Expert Support

Designed For Trusted Business Relationships.

Built for professionals who want to support clients with funding requirements while working with a trusted finance partner.

Accountants

Support clients with funding requirements while maintaining visibility throughout the process.

Consultants

Introduce clients with confidence and work with experienced finance professionals.

Bookkeepers

Help businesses access suitable funding solutions when finance needs arise.

Professional Introducers

A streamlined referral process supported by a dedicated advisor experience.

Stay Connected Throughout The Funding Journey.

Track opportunities, monitor progress and receive updates through a dedicated advisor experience designed to keep you informed.

Opportunity Tracking

Stay informed from client introduction through to completion.

Progress Updates

Clear visibility as funding opportunities move through the process.

Dedicated Support

Work directly with experienced finance professionals.

Long-Term Relationships

Support clients with future funding requirements.

Funding Solutions You Can Introduce.

Asset Finance

Instant indicative quotations powered by intelligent lender matching.

Commercial Finance

Expert review and packaging for more complex funding requirements.

Property Finance

Specialist funding support for commercial property requirements.

Vendor Finance

Embedded finance, portal access, website widgets and API integrations.

Why Partners Choose Essential Finance.

Technology

A Connected Finance Ecosystem designed to improve visibility and communication.

Expertise

Experienced finance professionals reviewing and supporting opportunities.

Access

Broad access to lender relationships and funding solutions.

Transparency

Clear communication throughout the funding process.

Looking For A Trusted Funding Partner?

Whether you're supporting a single client or introducing opportunities regularly, our team can help deliver a professional funding experience.