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A trusted partner for introducers

Are you looking for a reliable business finance broker for your clients?

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Free, no-obligation consultation

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No upfront fees

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Access funds within 24 hours

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25 years' finance experience

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Access to 100+ lenders

Clear Idea works with introducers across the UK

If you have a client looking for business finance, talk to Clear Idea about becoming an introducer. Clear Idea’s partners include:

  • Accounting firms

  • Financial advisers / IFAs

  • Mortgage brokers

  • Estate agents

  • Solicitors / surveyors

  • Auction houses

  • Architects

  • Building contractors & construction companies

Clear Idea Finance will:

  • LISTEN to your clients;

  • UNDERSTAND their financing needs;

  • ADVISE them on the best solution.

Broker meeting with an introducer

Some of our lending partners

Allica Bank logo
avamore logo
barclays logo
Bibby Financial Services logo
Cambridge & Counties Bank logo
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Commercial finance advisor Richard Grainger talking to a potential introducer

Why become an introducer?

In the world of professional services, we all strive to provide the best possible service to our clients. At least, that’s the aim. Access to finance is something that all companies need at some point. It’s one of the main things that keeps business owners awake at night. So if one of your clients needs commercial finance of any type, we understand that you need to feel confident in referring them to a trusted commercial finance advisor. 

 

Don’t worry – we get it. You need someone who has the experience and technical expertise to get the job done. But you also need someone who will treat your client professionally, just as you would treat them yourself. We know what’s at stake – your relationship with your client is on the line, and will be helped if you can help them to find the finance they need for their business or project. Clear Idea can advise your clients on which product is most suitable for their business and situation – whether secured or unsecured finance.  

Clear Idea can advise your clients on commercial mortgages and buy-to-let loans, acquisition finance, property development, bridging and exit finance, as well as business loans, asset finance, factoring and invoice discounting. We will help your client to prepare and package their finance application and will ensure that we present it to the most appropriate lenders. It’s surprising how unprepared many commercial borrowers are when first approaching brokers or lenders. Here’s an article we wrote on this very subject.

Benefits

1. Your clients are in safe hands

We understand that introducers need to have 100% trust in a commercial finance broker – your reputation and client relationships are on the line, just as much as ours.

 

At Clear Idea, we have decades of experience in world-class banking and finance with blue-chip banks. You can rest assured that we will provide the same outstanding levels of service to your clients, which we hope will become long-term clients of ours.

2. Earn industry-leading commissions

Clear Idea pays industry-leading referral commissions to our introducer partners, both for an initial referral and any future business with that or any other clients. For many introducers, this can create a significant recurring revenue stream.

 

If you prefer (or are required to), we can just as easily pass the referral commission back to your client instead, to ensure they get a better overall price on their transaction. 

3. Constant communication

At every stage of a transaction, Clear Idea will be on hand to keep moving things forward, and making sure everyone is aware of what’s happening. We’ll manage the transaction from start to finish, liaising with all relevant parties (including the lender, solicitors and others), to ensure things stay on track.

 

Some introducer partners want to stay closely involved with their clients during every stage of a transaction, while others are happy not to be involved. We’ll be guided by you – tell us your preference and we’ll keep you as updated and involved as you like.

4. A completely tailored service

We provide a tailored service to your client. We take the time and effort to get to understand your client and their finance needs. We have access to more than 100 UK lenders, and will source the best possible finance solution for your client. 

 

We will guide your clients through the entire transaction process, liaising with lenders and, where needed, accountants, lawyers and any other parties. 

Accreditations & Affiliations

FIBA logo
FSB member logo
Member of Suffolk Chamber of Commerce logo
Cambridge University logo
Ipswich School logo
  • Clear Idea is a fast-growing commercial finance advisory and broking business. 

  • We are based in Ipswich, Suffolk but operate across the UK. 

  • Commercial finance is largely unregulated in the UK, and the quality of commercial finance advice is, at best, variable. 

  • We understand that introducers need to have 100% trust in a commercial finance broker – your reputation and client relationships are on the line, just as much as ours. 

  • Clear Idea has decades of world-class experience in banking and finance. Richard, our founder, studied Economics and has MA and BA (Hons) degrees from Cambridge University. He then spent 15 years with blue-chip banks, including 12 years with Barclays, where he was a director of Barclays Investment Bank.

  • Clear Idea’s commitment to our introducer partners is that we will be responsive, professional and transparent with your clients. 

  • Clear Idea will never charge a prospective client for an initial conversation.

  • At every stage of a transaction, Clear Idea will be on hand to keep moving things forward, and making sure everyone is aware of what’s happening. 

  • Our priority is to provide outstanding levels of service to your clients, which we hope will become long-term clients of ours. 

  • We can keep our introducer partners as updated and involved as they like. Some want to stay closely involved in a transaction, while others prefer not to be involved at all. 

  • We want to build long-term relationships with our introducer partners. We're here for the long haul, not just a quick buck.

Our Ethos

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Introducer testimonials

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“As solicitors, we need to be extremely careful when referring clients to third parties. It’s crucial that my clients receive the same gold standard level of service that I provide to them myself. I know my clients will be in safe hands with Clear Idea.”

– Chris G, Solicitor, Cambridge

How can we help your clients?

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Become an Introducer

If you’d like to become an introducer partner of Clear Idea Finance, or if you’d just like to find out more, please get in touch with us: 

01473 598132
partners@clearideafinance.com

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