Offer your customers finance


Phoenix have developed a bespoke quoting & job management system allowing you to offer finance to your customers. Complete the online application and you could be on your way to increasing sales with customer finance in a week!

Dependent upon your business, we can offer your customers a range of Point of Sale finance options including interest-free and interest-bearing loans up to 10 years in duration.

Solutions for Plumbing and Heating

For other trades and products, we can provide access to a number of personal loan providers products.


  • If approved, you’ll have access to our exclusive membership area allowing you to login and generate personalised quotes with ease for your customers.
  • Simply input the details of the service being provided using our templates, as well as your price, and within a few clicks the quote is generated and sent directly to your customer by email. This quote also provides them with the additional option of purchasing your products or services through customer finance via our panel of lenders.
  • At this point you can sit back and relax as we do all the hard work for you!
  • If your customer opts to pay by finance, our system will facilitate the customer's application directly with them. Once the customer has been approved, you’ll be notified immediately.
  • To fulfill the job, in the case of installation based jobs, We will require four photographs to release the payment. Two photographs before your work is carried out, and two photographs evidencing your work once it’s complete. In the case of retail based orders, a copy of the customer invoice or delivery note will be required.
  • We do all the chasing & administration and keep you informed every step of the way. Once you've completed the job and the customer satisfaction note has been received, Phoenix will pay you directly into your nominated bank account within 72 hours.

A range of benefits


The process allows you (or your Company) to become an Introducer Appointed Representative of Phoenix. The application process takes 20-30 minutes and requires the following items:

  • Complete your Company (or Individual) Application form and the Fit and Proper Checklist
  • Review and sign the Introducer agreement
  • Provide proof of photo ID (Passport or photo driving licence)
  • Provide proof of address (Household bill or statement showing individual/company name and address)
  • Provide proof of relevant insurance
  • Provide proof of your (or your Company’s) bank account
  • Review the short briefing pack provided on the role of an Introducer.
Once you have completed the sign-up process, we aim to turn around your application in 5 working days, allowing you to start offering finance as soon as possible.

You will initially be asked to pay an annual membership/administration fee (starting from £180), this will allow you access to our system and the required forms, and let's us register your business with the FCA.

Please click here to view our IAR Terms and Conditions .
If you are already directly authorised with the FCA, please contact us to discuss your individual needs.