Each service includes a detailed analysis of your current banking costs and a customised action plan to reduce unnecessary fees.
A comprehensive look at how you use cash withdrawals, international transactions, and everyday banking. We identify every hidden fee and show you exactly how much you're paying.
Includes a written report with specific account recommendations and a 30-minute consultation to walk through the findings.
Best for individuals who travel occasionally or use multiple ATMs regularly.
For companies dealing with regular international payments, multi-currency operations, or frequent cash handling. We audit your entire banking structure and identify all transaction costs.
Includes detailed mapping of your payment flows, comparison of business banking options, and implementation support.
Most businesses recover this cost within one month through reduced fees.
Designed for people who travel internationally multiple times per year. We create a multi-account strategy that eliminates foreign transaction fees and ATM charges.
Includes setup guidance for travel-friendly accounts, currency card recommendations, and a country-specific fee avoidance guide.
Typical savings exceed £400 annually for someone travelling 4-6 times per year.
Advanced planning for larger currency conversions or regular foreign exchange needs. We show you how to avoid poor exchange rates and excessive conversion fees.
Includes timing strategies, platform comparisons, and step-by-step guidance for optimal currency conversion.
Even a 1% improvement on a £10,000 conversion saves you £100, well above the service cost.
Year-long advisory relationship with quarterly reviews. We monitor your banking costs continuously and adjust strategies as fees change or your needs evolve.
Includes four detailed reviews, ongoing email support, and immediate alerts when we spot new fee opportunities.
Best for businesses or high-value individuals with complex banking needs.
Complete breakdown of your current costs with line-by-line explanations.
Step-by-step instructions for implementing our recommendations.
Email access for questions about implementing your strategy.