Unlocking finance: helping your clients access the right funding with Allica Bank

Event information

When clients seek your advice on borrowing, it often becomes clear that they lack a full understanding of the process, the range of available options, and most critically, how to choose a bank that won’t leave them waiting indefinitely for a decision. Because borrowing typically isn’t a priority until it becomes necessary, being well-prepared is essential.

In this webinar, Allica Bank experts Gareth Anderson (Head of Business Management) and Richard Williams (Senior Partnerships Manager) will cover various lending options, the essential information needed to ensure a smooth loan application and the vital role accountants play in supporting their clients through the borrowing journey. You will also learn how lending can empower established businesses to pursue growth and build more robust financial strategies.

This webinar is the second of the series, the previous webinar can be found here.

Key benefits

1. Understand different borrowing options and when they are most suitable for established businesses.
2. Identify borrowing opportunities that align with business growth plans.
3. Find out which documents and financial details are required to streamline the loan application process.
4. Learn how Allica Bank supports established businesses with tailored financing.

Other webinar topics:

• April (available on demand) - How accountants and banks can work together
• November - Financing growth: from savings strategies to lending solutions

About the speakers

Gareth Anderson, Head of Business Management, Allica Bank Gareth is an experienced corporate and commercial banker. He has spent 17 years working in banking and financial services, with much of that time spent working closely with small and medium-sized businesses as a Relationship Director and in various leadership roles across client-facing and product teams.

Richard Williams, Senior Partnerships Manager, Allica Bank Richard leads the bank’s accountancy partnerships team, managing a group of 14 partnership managers across the UK. Previously, Richard led Australian asset finance intermediary, Stratton Finance. After 12 years building partnerships and growing businesses in Australia, he recently returned to the UK, bringing a global perspective and a proven track record in financial services leadership.

CPD hours

ICAEW's revised Continuing Professional Development (CPD) Regulations bring in new CPD requirements. This includes a minimum number of hours and an ethics requirement. Attending this webinar could contribute up to 1 hour of verifiable CPD, providing you can demonstrate that the content is relevant to your role.

A copy of the webinar booking confirmation email is accepted as evidence of verifiable CPD. You will need to save the email as a JPEG or PDF before uploading it to your record. Click here to use ICAEW’s self-assessment tool to help you work out how much CPD you will need to fulfil each year.

Costs

There is no charge to attend this event. ICAEW members and non-members are welcome to join.