As an advisory professional, you’re indispensable to your clients. As well as providing traditional accounting services, you can now support them further by connecting them to vital business finance opportunities. Through Connect, access our vast lender panel in one simple and secure application.
Stay on top of all your clients funding applications - Our new advisory portal Connect allows you to submit, track and manage any ongoing applications for your clients.
Accessing finance for clients
15 June 2021, 15:30-16:10 BST
ICAEW's Nila Khan talks to Funding Options' CEO Simon Curteon and other panellists about what finance options are on offer in the current economic landscape. The conversation will cover how to access finance efficiently for clients.
Simon Curteon, CEO
Simon Cureton is Chief Executive Officer at Funding Options, where he’s using his extensive experience in the alternative finance sector to ensure the company is at the forefront of Open Banking and other innovations within the industry. Simon was a founding member of Esme loans and has held senior posts at RBS International, Morgan Stanley, Barclays Capital, Commonwealth Bank of Australia and Deutsche Bank.
It’s never been more critical for businesses to have easy access to the right type of funding. COVID-19 has forced many businesses to pivot or close their doors until lockdown is lied. However, for others, the situation has led to a significant increase in customer demand.
Despite the uncertainty of 2020, the UK ranked 4th in the Global Innovation Index 2020 and continues to be one of the most entrepreneurial countries in the world. Covid-related redundancies are compelling individuals to set up businesses of their own, and the Trade and Cooperation Agreement (TCA) has created more clarity around what the new trading relationship between the UK and EU will look like.