l Partner with Money&Co. - Financial Advisers, Brokers & Legal Firms

Independent Financial Advisers

Do you and your clients know about the Innovative Finance ISA? UK taxpayers can now invest up to £20,000 each per annum in this new type of ISA. If you would like to co-host an event to present this opportunity to your client base, then please contact us via support@moneyandco.com and we would be happy to come and explain more. Half of existing ISA money is held in Cash ISAs earning 2-3% per annum in interest. The Money&Co. ISA is expected to earn more than 7% after fees.

Tax-free interest from your Money&Co. loans

If your client holds Money&Co. loans in our Innovative Finance ISA, they can expect to get an interest rate of around 7 per cent net of our fees tax-free under current tax rules and depending on their individual circumstances. Your client can choose to pay out the income that is due on their loans monthly, or they can keep the money in their account to reinvest in new loans.

Your clients can make a subscription for this year or transfer ISAs from previous tax years

Your clients can transfer money held in a Cash ISA or a Stocks and Shares ISA from a previous year into an Innovative Finance ISA. If they want to transfer an ISA from another manager, please contact us and we will send you an application form and a transfer authority form.

If your clients haven't used their ISA allowance for this tax year, they must do so by 5 April or they will lose it. For more information on Money&Co. investments, please see the risk warnings and the FAQ section.

Loan Brokers

If you are looking for debt finance for your clients, please consider Money&Co. as a potential lender. Borrowers must have three years of filed accounts and must have been profitable in the last year of trading. Contact us via support@moneyandco.com to discuss your clients' requirements.

Accountancy & Legal Firms

If you have clients that need to borrow, please contact us via support@moneyandco.com and we will consider lending if money is required for working capital or acquisition finance. We take a first-ranking debenture over each borrower's assets and will sometimes require personal guarantees from business owners or directors.

Disclaimer: Money&Co.™ is the trading name of Denmark Square Limited, Company Number 08561817, registered in England & Wales, authorised and regulated by the Financial Conduct Authority (FCA). The company is identified on the Financial Services Register under Reference Number 727325. The registered office is 58 Glentham Road, Barnes, London, SW13 9JJ where the register of Directors may be inspected. Denmark Square Limited (ISA manager reference number Z1932) manages the Money&Co. Innovative Finance ISA.