The business analysis paid for itself within the first month. We were paying fees we did not even know existed on our merchant account.
Cafe Owner, Bristol
Personal Fee Audit
A comprehensive examination of your personal banking arrangements designed to identify every fee you currently pay and opportunities to reduce them.
- Review of all current accounts, savings accounts, and credit products
- Analysis of ATM usage patterns and withdrawal charges
- Comparison against 50+ UK banking providers
- Detailed report with specific recommendations
- 30-minute consultation call to discuss findings
£89 one-time fee
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Business Cash Analysis
Designed for small and medium businesses, this service examines your complete cash handling ecosystem including withdrawals, deposits, and operational banking.
- Full audit of business banking fees and charges
- Cash flow analysis to optimise withdrawal timing
- Merchant services review if applicable
- Recommendations for business-appropriate accounts
- Implementation support for switching providers
£245 one-time fee
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Ongoing Fee Monitoring
Banking products change constantly. Our monitoring service tracks your accounts and alerts you when better options emerge or when new fees appear.
- Quarterly review of your banking arrangements
- Alerts when your providers change their fee structures
- Notifications about new products that may benefit you
- Annual comprehensive report
- Priority access to our consultation team
£19 per month
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Account Switching Support
Knowing you should switch is one thing; actually doing it is another. We guide you through the entire switching process to ensure nothing falls through the cracks.
- Step-by-step guidance through the Current Account Switch Service
- Checklist of all direct debits and standing orders
- Timing optimisation to avoid any service gaps
- Follow-up verification that all transfers completed correctly
- Support with any issues that arise during transition
£149 one-time fee
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Comprehensive Financial Review
Our most thorough service examines your entire financial footprint, including all banking, savings, investments, and regular financial commitments.
- Complete audit across all financial products
- Analysis of account interest rates and returns
- Review of insurance and utility payment efficiency
- Identification of dormant accounts and unclaimed funds
- Personalised financial efficiency roadmap
- Two consultation calls plus email support for 90 days
£395 one-time fee
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International Fee Review
For those who travel frequently or make international transfers, this service focuses specifically on cross-border banking costs.
- Analysis of foreign transaction fees on all your cards
- Review of international transfer costs and alternatives
- Recommendations for travel-friendly banking products
- Currency exchange strategy guidance
- Comparison of specialist international transfer services
£175 one-time fee
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