Nexus for Portfolio CFO's and FD's
Empowering Portfolio CFOs/FDs by Expanding Your Strategic Impact!
Nexus is your embedded specialist partner, designed to seamlessly integrate deep financial expertise into your client advisory. Imagine offering a full spectrum of specialist solutions from complex funding to strategic tax incentives, all while maintaining your lean model and trusted client relationships. That's the Nexus advantage.
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As a Portfolio CFO/FD, you're already a strategic linchpin for your clients, constantly seeking ways to drive value and navigate complex financial landscapes. But how do you access niche expertise, manage capacity, and unlock new revenue streams without the overhead of building an in-house specialist team?
Nexus provides that critical extension. We connect your clients to a network of highly qualified financial experts, enabling you to deliver comprehensive solutions across funding, tax incentives, corporate finance, and financial planning, solidifying your role as their indispensable strategic advisor.
With NEXUS You Will
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Deepen strategic advisory by offering a broader, more sophisticated suite of services to your clients.
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Unlock new revenue streams by generating significant commission from specialist referrals, enhancing your firm's profitability.
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Scale without headcount by accessing expert capacity on demand, allowing you to focus on core strategic work.
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Empower your team by providing your managers and seniors with the confidence and tools to initiate complex financial conversations.
Your Strategic Edge, Embedded Expertise, Amplified Value!
Ready to turn "advisory" from a buzzword into a tangible, scalable revenue engine?
Discover how Nexus transforms your practice into a comprehensive financial powerhouse.
Partnering with Nexus means more than just expanding your service offering. It’s about creating lasting value for your clients and your business. Here’s why leading Portfolio CFOs/FDs across the UK trust Nexus
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Access deep expertise by gaining a dependable network of highly qualified financial professionals specialising in asset-based lending, property finance, tax/VAT/corp tax funding, trade finance, and more.
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Strengthen client trust and deliver better-fit funding decisions and integrate credit insights into client rhythms, proving diligence and increasing inbound questions on spend, savings, and growth.
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Maximise advisory capacity with Nexus handling the heavy lifting of lender scoping, negotiation, and documentation, freeing up your valuable time to focus on strategic client engagement.
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Peace of Mind. Every referral is handled by experienced professionals regulated by governing bodies like the FCA, ACCA, and ICAEW, ensuring your clients receive top-tier, compliant advice.
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Seamless Support. Your Nexus relationship lead acts as a single point of contact, coordinating the right specialists and communicating in-lockstep with your firm throughout the process.
Expand Your Service Offering with Nexus. The Specialist Expertise Your Clients Need
What if you could offer every specialist financial service your clients require, all under your trusted brand? With Nexus, you can!
Funding
Help clients secure business loans, invoice finance, property finance and so much more
Tax Reliefs
Maximize R&D tax relief, capital allowances, and energy tax relief
Corporate Finance
Support mergers, acquisitions, and financial due diligence
Financial Planning
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Provide tailored advice on investments, pensions, and insurance
Specialist Accountancy
Access expertise in forensic accounting, payroll, and audit compliance
Value-Added Services
Offer additional value with services like insurance reviews, energy switching and credit improvement
Nexus integration in four simple steps
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Book a Discovery Call
Meet with our team to discuss your goals and explore how Nexus can support your practice
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Choose Your Partnership Plan
Select the Nexus partnership option that works best for your business. Your dedicated account manager will help you create a tailored success plan
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Access the Nexus Platform
Use our intuitive referral management tool to make client referrals, track progress in real-time, and collaborate with your account manager
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Upskill Your Team
Receive ongoing training and support to help your team confidently identify new opportunities and deliver exceptional, holistic service to your clients