accountancy partnerships
The trusted commercial finance referral partner for ICAEW-Regulated Accountants.
accountancy partnerships
accountancy partnerships
The trusted commercial finance referral partner for ICAEW-Regulated Accountants.
At Moorgate Finance, we work closely with accountants and accountancy practices across the UK who want a reliable, compliant and client-focused commercial finance partner.
Your clients trust you to guide them through critical financial decisions. When those needs extend beyond your core services – such as business loans, property finance, asset finance or specialist funding – we’re here to support you and your clients professionally, transparently and ethically.
We understand the responsibilities, professional standards and ICAEW commitments that come with being a regulated accountancy firm, and our referral partnerships are designed to align with those obligations.
We act as an extension of your service, providing expert guidance across a wide range of commercial finance solutions, including:
- Commercial mortgages
- Development and investment finance
- Asset and equipment finance
- Business loans and working capital
- Specialist lending like Corporation Tax or VAT Funding
Our role is to support your client’s funding needs, while you remain their trusted adviser. We can even provide things like annual calendars with key financial date reminders so clients are not trying to fix problems retrospectively.
Your reputation matters. That’s why we focus on a few key things to ensure we offer a supportive approach, not a sales one:
- Clear communication with your clients
- Ethical, client-centric advice
- Competitive products from trusted lenders
- A professional experience that reflects positively on your firm and the support that you offer
We never “sell” to your clients – we advise, support and deliver solutions aligned with their business goals.
Built with ICAEW Compliance in Mind
We know that referral arrangements must be handled with care. As an accountancy firm regulated by the ICAEW, you are required to uphold the highest standards of transparency, objectivity and professional conduct – and we fully respect that.
Our accountant referral process is designed to help you meet these obligations comfortably and confidently.
We recognise that every practice is different, and we encourage accountants to consult ICAEW guidance or seek legal advice where appropriate to ensure full compliance in their specific circumstances.
It’s recommended to consult the ICAEW’s guidance or seek legal advice for specific circumstances to ensure full compliance with all relevant laws and regulations.
Key Benefits to Consider for an Accountancy Partnership
✓ Well advised businesses
✓ The right product, from the right lender, efficiently delivered
✓ Value add proposition
✓ Properly presented financial information
✓ Self-funding accountancy fees or revenue share
✓ Enhanced client trust and loyalty
✓ Additional pull for both new clients and boosted customer retention
VAT Funding Example
Client Problem:
Facing a large quarterly VAT bill and not had the cash flow to allow savings to be put away for it.
Our Solution:
Fund the payment over 3–12 months into affordable monthly payments.
Outcome:
Improved cash flow, no HMRC penalties. Credit line now available for future VAT bills if required.
Asset Finance Example
Client Problem:
Wants to buy a new delivery van but doesn’t want to drain cash reserves.
Our Solution:
Asset Finance purchase with low monthly payments, no deposit & VAT deferral enabling the correct product (HP) without having to pay the VAT from cashflow.
Outcome:
Fleet expansion with minimal upfront costs for the client. Asset may also qualify for Annual Investment Allowance for tax relief.