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2 | Synergy Commercial Finance

INTRODUCTION Synergy Commercial Finance is a network comprised of specialists working in the commercial finance sector. Since our launch in 2015, we have offered a number of financial solutions. Our services are primarily aimed at two parties: Finance sales professionals, who are already involved in the wider commercial finance broker market and former corporate banking relationship managers who would like to work in the broker marketplace. Our unrivalled ‘whole of market’ finance proposition is combined with our Appointed Representative (AR) solution to meet the demands of the FCA regulatory environment. This ensures that we have all the resources you need to look after all of your client’s funding needs within a compliant framework. In joining Synergy Commercial Finance, not only will you gain access to a close-knit community of franchisees and internal staff, you will be eligible for support from our dedicated compliance team and marketing expert. To find out about our full range of services search: Synergy.Finance


OUR PRODUCTS At Synergy Commercial Finance we’re proud to offer an extensive roster of products and services. Our versatile approach allows us to offer the best possible financial solution for your client.

• Commercial mortgages • Investment mortgages • Development Finance • Bridging Finance • Buy to let • Asset Finance • Unsecured Business Loans • Invoice Finance • Selective / Spot factoring • Credit / Debit Card Factoring (Business Cash Advance)



BROKER IN A BOX OUR BLUEPRINT TO A SUCCESSFUL BROKERING PACKAGE At Synergy Commercial Finance we are dedicated to providing a complete service for our brokers. To demonstrate this, we created the idea of the ‘broker in a box’, a cohesive package of the tools, resources and accreditation required to be a successful commercial finance broker.


TOOLS The tools you need to broker deals successfully, this includes Professional Indemnity Insurance and Creditsafe support.

I.T. Full remote support on all of your IT essentials, including Google Mail, Apps and Drive. Our secure automatic backup, encryption and disaster recovery services ensure that you’re able to work both compliantly and uninterrupted.

SYSTEMS You need the best systems to do the best job possible. We provide access to proposal management, online funding, asset finance quotation and funder guidance systems.

FUNDERS Imagine sitting down with a deal knowing that regardless the client, product or asset type, you are not only able to fund it, you have access to the most competitive rates and commission terms on the market through our extensive funder panel.

COMPLIANCE Our qualified compliance team are on hand to assist in all of your regulatory responsibilities. Everything from training and marketing to compliance auditing and FCA reporting are handled internally by a dedicated team of compliance specialists.

MEMBERSHIPS National Association of Commercial Finance Brokers (NACFB).

INDEPENDENCE Define success on your own terms, establish your own work / life balance- No targets, no red tape, no tiresome reporting. You are able to define your own work / life balance, with the additional ability to operate either under your own trading name and branding or adopt the widely recognised Synergy Commercial Finance brand.

SUPPORT We succeed together. Our support package starts with a two-day induction and continues with training, sales and marketing support, peer support, meet the funder events and the latest industry insights.

YOU At the centre of this is you, the broker. All other aspects of the broker in a box are designed to ensure your own professional growth and success.



8 | Synergy Commercial Finance

Chris Adlam Adlam Financial Ltd. “I chose the Synergy proposition because, after doing research, I found that their offering was unrivalled. The Synergy team benefits from some of the most respected brokers across the UK that are always willing to help. This coupled with market leading products, technology and compliance, helps me manage my business so I can help more customers.”

Jo Malyon Blue Badger Financial Ltd. “It was a brave step to leave a high street bank after 33 years but I have not had a day when I have regretted my decision. When I told my colleagues, I was leaving they said “which bank are you going to?” I replied “no bank, I have worked for the best bank and now I’m taking all my knowledge, skills and network to work for myself as a broker”. They were amazed! I just needed to find the model that worked for me, which was not easy because no-one had done this sort of thing in my area. Everyone just joined another Bank and after 2 years found they are all the same! So, I found Synergy at the NACFB Expo and never looked back. I had an instant rapport with Piotr Twaits and he has delivered everything he says he would. Synergy take care of all the back office stuff, compliance, training, introduction to over 150 funders and educational regional meetings. This means I can concentrate on what I love doing, which is the networking, getting the deals and delighting clients!”


TERMS For terms and services, including full pricing and information on our funder panel, please contact: Piotr Twaits Sales Director Piotr.Twaits@Synergy.Finance 07970 586218

CONTACT US Piotr Twaits Sales Director Piotr.Twaits@Synergy.Finance 07970 586218 For more information search: Synergy.Finance



Synergy Commercial Finance Limited Registered Address: Suite 4, First Floor, Challenge House, Challenge Way, Greenbank Business Park, Blackburn BB1 5QB. Company Number 07624229. VAT Number 279968024. Synergy Commercial Finance Ltd is an independent Commercial finance brokerage not a lender, as such we can introduce you to a wide range of finance providers depending on your requirements and circumstances. We are not independent financial advisors and so are unable to provide you with independent financial advice. Synergy Commercial Finance Limited may receive payment(s) or other benefit from the finance provider if you decide to enter into an agreement with them. Synergy Commercial Finance Limited is an Appointed Representative of AFS Compliance Ltd , which is Authorised and Regulated by the Financial Conduct Authority under number 625035.

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Become a Broker: Synergy Commercial Finance  

Interested in becoming a franchisee of Synergy Commercial Finance? You're in the right place. This booklet gives you the run-down on who we...

Become a Broker: Synergy Commercial Finance  

Interested in becoming a franchisee of Synergy Commercial Finance? You're in the right place. This booklet gives you the run-down on who we...

Profile for afsuk

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