Help your clients with more than accounts and tax
Add business funding and regulated financial planning to your client offer through one joined-up partner model — without becoming regulated advisers yourself.
Your clients do not separate their financial decisions the way professional firms often do.
They ask you about cashflow, funding, borrowing, mortgages, pensions, protection, investments and planning for the future because you are already the adviser they trust.
That creates a problem for many accountancy firms.
You can either say, “that’s not something we do”, or make loose introductions and lose control of the client journey.
Swoop Altro gives you a better option.
It brings together:
Swoop, to help clients access business funding, grants, equity finance, savings and related opportunities
Equity & General, to deliver regulated financial planning and advice
your firm, as the trusted adviser at the centre of the client relationship
This gives you a practical way to broaden your offer, help more clients and create new commercial value — without building a regulated advice business inside your firm.
One joined-up way to offer more
Swoop Altro is designed for accountancy firms that want to do more for clients without overcomplicating the firm
Business finance through Swoop
Give clients access to loans, grants, equity finance, savings, tax credits and other funding-related opportunities through Swoop’s platform and support team. Swoop says its advisor offer includes access to over 1,000 mainstream banks and alternative providers, plus tools, portal tracking, funding managers and downloadable credit reports.
Regulated financial planning through Equity & General
Help clients access independent regulated financial advice around areas such as pensions, investments, mortgages, protection and wider future planning, with Equity & General handling the regulated advice layer. Equity & General describes Altro as a partnership that lets accountants give clients access to expert, independent financial advice under a simple introducer agreement and without FCA obligations.
Your firm stays central
This is not about handing clients off and hoping for the best. Equity & General explicitly positions Altro as a model designed to keep accountants at the centre of the client relationship and avoid client drift.
Why firms sign up
Broaden your service offer
Move beyond year-end accounts and tax returns with a more joined-up proposition around business and personal financial decisions.
Create a new revenue stream
Swoop positions its partner offer around new income opportunities and service-line expansion, while Equity & General highlights the ability to share in initial revenues and the growing capital value of managed asset
Deepen client relationships
The more needs you help clients solve, the more valuable and harder to replace your firm becomes. Equity & General specifically frames this as strengthening client relationships and unlocking long-term value
Stay out of regulatory complexity
You do not need to build an in-house IFA proposition, become authorised, or take on the administrative burden yourself. Equity & General says the model can operate under a simple introducer agreement with no FCA obligations for the accountant.
Add more value without adding more friction
Swoop’s advisor proposition is built around automation, intelligent matching, document collection, client progress tracking and dedicated support, so the process is more structured than making ad hoc referrals.
Support clients with the things
they are already asking about
With Swoop Altro, your firm can support clients across areas such as:
business loans
grants
equity finance
mortgages
pensions
protection
commercial finance
investments
business savings
financial planning
That means your clients get a clearer route to the support they need, through a model that feels joined-up rather than fragmented.
How it works
Spot the opportunity
A client has a need that goes beyond compliance work
Introduce them through the Swoop Altro platform
Instead of an unstructured referral, there is a proper process and support model behind it.
The right specialist support is delivered
Swoop helps on the funding side. Equity & General handles the regulated advice side.
Your firm stays close to the relationship
You remain the trusted adviser who understands the client’s history, goals and wider picture.
A better alternative to loose introductions
Without Swoop Altro
✅ introductions are inconsistent
✅ opportunities get missed
✅ client experience depends on who you happen to know
✅your firm has little visibility once the client is passed over
✅ there is no joined-up commercial model
With Swoop Altro
✅ the proposition is clearer
✅ the process is more structured
✅clients get access to both funding and financial planning support
✅ your firm stays central
✅ there is more long-term value in the relationship
Built for accountancy firms that want to be more valuable
Swoop Altro is a strong fit for firms that:
✅ want to offer more than compliance
✅ are looking for new recurring revenue opportunities
✅ want stronger retention and client stickiness
✅ are regularly asked about funding or wider financial planning
✅ do not want the cost and complexity of creating a regulated advice arm
✅ want a more modern, joined-up proposition for clients
Help more. Earn more. Stay central.
Your clients need more than accounts and tax.
They need help accessing funding, making financial decisions and planning for the future.
Swoop Altro gives your firm a practical way to support those needs through one joined-up partner model — combining business funding through Swoop and regulated financial planning through Equity & General — while keeping you at the heart of the relationship.
✅ No need to become regulated advisers.
✅ No need to build a whole new department.
✅ No need to leave valuable opportunities on the table.
Just a better way to offer more to the clients you already serve.
