Advisory Service

Private Client
This service is suitable for individuals who want an independent assessment of the efficiency, suitability and cost of their existing currency transfer methods.

Wolsey Partners is an independent firm with experience and knowledge of the foreign exchange market, is able to give an unbiased, holistic and balanced evaluation of your currency position.

Benefits

Wolsey Partners Advisory Service will pre-agree terms on your behalf with one of the UK’s leading foreign exchange providers to deliver the following outcomes:

  • Superior exchange rates
  • Negotiated fixed margins ensuring future exchange rates can only improve
  • Quicker, more efficient transfers
  • Access to the best and most appropriate foreign exchange services available

Process

A CLEAR AND COMPREHENSIVE PROCESS

1 INITIAL DISCUSSION

We discuss your individual currency requirements, existing banking arrangements and any other methods of transfer you may have, along with how you have conducted your past foreign exchange transactions (if any).

2 APPRAISAL

We provide you with an appraisal based on our discussion, outlining which elements of cost, efficiency, functionality and service can be improved.

3 PROPOSAL

We approach a number of our leading banks and/or currency providers to negotiate possible terms for your forthcoming transactions. We will then recommend an institution based on suitability and the terms reached.

4 REFERRAL

Should you wish to proceed based on the terms we have agreed for you we will open an account on your behalf with the bank or specialist provider and make a personal introduction to your contact at that company.

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Security

The security of our client’s funds is paramount to our business and therefore Wolsey Partners only has relationships with the industry’s foremost banks and specialist providers. These FCA authorised institutions themselves make the highest provision to safeguard client funds, are fully complaint with FCA stipulations on segregation of client funds and have the highest possible credit ratings. Our clients will only ever be introduced to one of our approved FCA authorised institutions.

Charge

Wolsey Partners does not make a charge for using this service. The banks or specialist providers performing the currency transactions remunerate Wolsey Partners.