Speak To Our Experts - 0800 056 2498

Improved Cross-Selling
All In One Place

A Bespoke services package for professional advisers to improve client retention and generate a revenue stream*

*subject to your professional body membership rules

circled white checkmark Trusted by 1000's of advisers
circled white checkmark Free and easy to set up

Introducing Practice Portfolio

Expand your service offering to clients in a few simple steps. Specialist professional services you can add to your portfolio include:

  • orange tick Funding solutions
  • orange tick Business credit score improvement
  • orange tick Business bank accounts
  • orange tick Foreign exchange
  • orange tick Tax incentives & reliefs
  • orange tick HR & employment law
  • orange tick Business sales/acquisitions
  • orange tick Car benefit scheme
  • orange tick Property & real estate services
  • Plus Many Others
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All at no cost to you – Practice Portfolio is completely free to all our member firms and couldn’t be easier to set up. To get started simply become a member or call our dedicated team on 0800 056 2498. There is no obligation beyond that.

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Partnered with trusted experts

We work with a trusted selection of providers, each carefully selected to ensure the highest levels of service to you and your clients:

  • orange tick Zempler Bank
  • orange tick MAF Finance Group
  • orange tick Lightbulb Credit
  • orange tick TorFX
  • orange tick YesTax
  • orange tick AHR Consultants
  • orange tick Eddisons
  • orange tick Ernest Wilson
  • orange tick BloomSmith
  • orange tick Red Flag Alert
  • Plus Many Others

How It Works

Becoming a member of Practice Portfolio couldn’t be easier. In just a few simple steps you and your clients could be benefiting from all the service has to offer

  • 1.

    Complete the Become A Member application form or contact us on 0800 056 2498

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  • 2.

    Choose the services you are interested in

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  • 3.

    Receive a link to your personalised web page

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  • 4.

    Share the link with your clients and start receiving commission

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orange tick Becoming a PP Client is Easy & Free
How It Works

Resources for Professionals

Visit The Resource Hub

Keep up to date with the latest news, updates, expert opinions and events specifically for Advisers.


Overcoming today's funding challenges when purchasing commercial property

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Cyber Risk Insurance

Do all businesses need cyber risk insurance?

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Foreign Currency Risk

How can companies reduce foreign currency risk?

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Indemnity Risks For Accountants

The biggest professional indemnity risks for accountants

Read Now
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Benefits of membership


  • orange tick Attractive revenue stream for your practice
  • orange tick Added value for your clients
  • orange tick Improved client retention
  • orange tick Dedicated marketing packs
  • orange tick Bespoke services integrated into your existing website
Free Demo Available

Free Demo Available

Interested to understand how Practice Portfolio could benefit you and your clients?

circled white checkmark Supported by 1000's advisers
circled white checkmark Free & Easy Set-Up
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