19th February 2021

How our flexible products helped an innovative fintech business

Established by Maxim Cohen, an award-winning mortgage adviser, The UK Adviser is a digital franchise network, empowering individuals to launch their own venture or grow their existing business.

As the only mortgage and finance business of its kind to have been accredited by the British Franchise Association, The UK Adviser ensures industry credibility, whilst providing an unrivalled level of support for its members. 

An innovative proposition, The UK Adviser gives clients access to a full range of finance products, from residential mortgages through to business finance and takes pride in providing a very personal level of service.

Exploring finance options

When starting the business back in 2018, Maxim had initially found it difficult to raise finance and worked with Funding Options to explore viable options. Maxim comments, “Being a very early stage business, we would have had to give away a lot of equity and it was hard to find finance solutions. Funding Options referred us to Credit4, who were akin to investors – they saw the potential in our company. We used their Flexible Facility product to build the model for our business.”

Having established their initial business, The UK Adviser went on to use our Dual Growth Funding, part term loan, part Flexible Facility, and specifically developed to provide businesses with the opportunity to achieve their growth potential. 

“The capital that we received from Credit4 allowed us to develop AdviserTech, our digital platform. A cloud-based CRM system, AdviserTech streamlines and reduces time consuming, administrative tasks for our advisers, meaning they can spend more time developing their skills and focusing on face to face contact with their clients.” Maxim explains. 

Set for the future

As a result of the flexible funding and support from Credit4, The UK Adviser has gone on to secure a successful equity raise, which will allow for the continued development of their AdviserTech platform and the extension of their network of advisers.

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To find out more about working with us, call us on 020 3637 0570, or get in at info@credit4.co.uk