- Humberside Practice achieved annual savings and benefits of £45,000 after following our advice on negotiating improved client fund returns and additionally received a refund of £100,000 in electronic banking charges.
- Thames Valley Practice banking with two banks and already on very competitive charging deals achieved additional annual interest income from Client accounts of over £50,000.
- Recently Merged Birmingham Practice, wanting to amalgamate their banking and achieve a deal that optimised returns and charges for the enlarged firm, performed a targeted private tender prepared by us. The CEO negotiated with banks with constant referral to us for tactics and advice and achieved annual benefits of £60,000.
- Surrey Practice had been consistently told that their client fund investment arrangements could not be improved without using money market investments. Our support overturned this attitude and generated an annual improvement of £250,000.
- Bucks Practice achieved annual savings and benefits of £60,000 after following our advice on negotiating improved client fund returns and reduced electronic banking fees. Since then we have been back in and help create a further £30,000 of annual benefits.
- Two small Lancashire Practices merged and turned to us for help with choosing their bankers for the new practice from the two former bankers. The result was very productive and added an annual £28,000 to profits.
- Two branch Practice in Herefordshire renegotiated interest and charge rates and improved banking administration, which together produced annual benefits of £70,000. We have helped them twice since as the market has improved adding a further annual £35,000to previous benefits.
- Rhondda three branch Practice reclaimed £40,000 in unpaid client account interest on one branch account and renegotiated £25,000 worth of benefits from their two banks despite relatively small individual bank account size.
- International Motor Vehicle Manufacturer used our service to advise on charges to their national retailer network where we worked with individual dealers as part of a company sponsored scheme and advised centrally on rates on a company sponsored credit and debit card merchanting deal for the network.
- UK subsidiary of major International Sportswear Manufacturer renegotiated their daily account arrangements, after Treasury investments and transfers, and transaction charges – domestic, international and credit and debit card merchanting saving £70,000 pa.
- Large Solicitors Practice, Birmingham recently merged, they wanted to amalgamate their banking and achieve a deal that optimised returns and charges for the enlarged firm. Following a targeted private tender prepared by us, the CEO negotiated with both banks with constant referral to ourselves for tactics and advice and achieved annual benefits on client fund returns and charges of £60,000.
- Internationally Renowned Publisher has used our services over many years to advise on bank tendering arrangements and dealing with the results to ensure the best deal achieved. Total annual savings over various exercises were in excess of £50,000 pa.
- A Stately Home & Estate negotiated improved interest on short term funds and lower charges adding £25,000 a year to profits.
- Merged Solicitor Birmingham Practice, wanting to amalgamate their banking and achieve a deal that optimised returns and charges for the enlarged firm, performed a targeted private tender prepared by us. The CEO negotiated with banks with constant referral to us for tactics and advice and achieved annual benefits of £60,000.
