Bookkeepers

A tailored package, exclusively for bookkeepers

Swoop for Advisors introduces tailored package for bookkeepers, recognising their invaluable contribution to client success

Bookkeepers

A new offering for bookkeepers

Swoop for Advisors, a leading funding platform, proudly launches a package exclusively for bookkeepers, highlighting their crucial role in supporting business owners. This move underscores our commitment to recognising and empowering bookkeepers as integral players in every business’s success.

Recognising invaluable contributions

“Our team at Swoop for Advisors deeply appreciates the invaluable contribution bookkeepers make to their clients. Their meticulous attention to detail and commitment to accuracy form the bedrock of financial stability for businesses. To show our gratitude, we’ve designed a tailored package to meet their specific needs, enabling them to enhance their services and deliver even greater value to their clients.”

Sam Tasker Grindley, Head of Swoop for Advisors

How it works

Our newly launched package offer allows bookkeepers to make funding inquiries on their client’s behalf through Swoop’s advisor portal. We present all relevant options, giving you the choice to take them back to your clients or have us present them directly – it’s up to you! Swoop for Bookkeepers is committed to empowering bookkeepers with the tools and support needed to excel in your profession.

For more information about the specialised package for bookkeepers and other services offered by Swoop for Advisors, get in touch here.

By partnering with Swoop you’ll have

Simple and fast access to funding and savings for your clients

Access to finance opportunities across the market

Tracking of your clients’ progress via our online portal

A team of experts to manage you and your clients’ applications from beginning to end

Ability to easily present your client with relevant matches

Access to a CPD-accredited education platform to help you spot opportunities in the funding landscape

Reviews

Want to contact us directly? Email us at advisor@swoopfunding.com

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We work with world class partners to help us support businesses with finance

Swoop Finance Limited helps UK firms access business finance by working directly with businesses and their trusted advisors. We act as a credit broker, not a lender, and do not provide loans or finance products ourselves. We introduce applicants to a panel of lenders, equity funds, and grant agencies based on individual circumstances and creditworthiness.
Commission Disclosure: We typically receive a commission from the finance provider (either a fixed fee or a fixed percentage of the amount you receive) upon successful placement. Different providers pay different rates. For certain lenders, we may have influence over the interest rate, which can impact the total amount payable under your agreement.
Regulatory Information:

  • FCA: Authorised and regulated by the Financial Conduct Authority as a credit broker (FRN: 936513) and registered as an Account Information Services Provider (Ref: 833145).

  • ICO: Registered with the Information Commissioner’s Office (Ref: ZA600162); registration can be verified at ico.org.uk.

  • Company Details: Registered in England & Wales with Companies House (No. 11163382). Registered Address: The Stable Yard, Vicarage Road, Stony Stratford, Milton Keynes, MK11 1BN. VAT Number: 300080279.

Terms: All finance and quotes are subject to status, income, and terms and conditions. Applicants must be aged 18 or over. Guarantees and indemnities may be required. Please refer to our terms and conditions and our complaints procedure for further details.

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