Our History
We are experienced at working inside EMI's and providing them with the tools to manage their money better. We come from a background in the funds industry so understand Money Market Funds and Balance Sheet hedges and can teach you about them too.
Our Vision
We want to help all EMI's make the most of the money they have worked so hard to obtain. We think it is horrendous that banks in the UK can earn 5% at the bank of England but pay next to nothing on a "Safeguarded account". We have teamed up with some of the largest service providers to offer a suite of services that can't normally be obtained by a stand alone EMI.
Our Future
We charge you nothing, we are paid by the service providers that we introduce you to. We have put together the proposed solutions from years of experience in the finance industry, working with trusted partners that will help strengthen your firm. This could be better interest earning and less risky places for your safeguarded funds, it could be foreign exchange hedges so your income statement doesn't have an uncontrolled FX income/expense each month, or finally we know some easy win card programme fees which, if cancelled, can save you thousands a week.
WHY CHOOSE US?
1
Serious Earnings
Get access to the best Money Market Funds with fees normally only available to entities with half a billion in cash.
2
Assistance with the FCA
As we have been through this all before we will help you advise the FCA regarding a change to your safeguarding practices. We will also assist with answering any questions they may have.
3
Easy Process at No Cost
If you are in London, we will come to you! We review your current financial situation and send you a free proposal on products we believe will serve your firm the best.