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Consulting Packages

Select the service that matches your needs. All services include detailed written reports and follow-up support.

Financial documents and calculator for personal audit

Personal Fee Audit

A comprehensive examination of your personal banking statements from the past 12 months. We identify every withdrawal-related charge, categorise them by type, and calculate your total annual cost. The report includes a breakdown by ATM network, time of month, and withdrawal amount.

£149 one-time Select →
Comparison charts and data analysis

Bank Comparison Report

Based on your actual withdrawal patterns, we compare fee structures across major UK banks. The report ranks institutions by total projected annual cost for someone with your habits. Includes analysis of account types, ATM network access, and any promotional periods.

£199 one-time Select →
Quarterly monitoring dashboard and reports

Quarterly Monitoring

Ongoing oversight of your withdrawal costs with reports delivered every three months. Each report tracks changes in your spending, alerts you to new fees or policy changes from your bank, and suggests seasonal adjustments to your cash management.

£79 per quarter Select →
Business cash management consultation

Business Cash Analysis

Designed for small businesses that handle significant cash volumes. We review business account statements, analyse petty cash withdrawals, employee expense patterns, and till replenishment costs. Recommendations address both fee reduction and operational efficiency.

£349 one-time Select →
One-on-one strategy consultation session

Strategy Session

A focused 90-minute consultation with one of our fee analysts. Bring your questions and banking concerns. We review your situation in real-time, discuss options, and provide immediate verbal recommendations. Written summary included.

£89 one-time Select →
Annual financial review package documents

Annual Review Package

Comprehensive coverage combining an initial audit, bank comparison, and four quarterly monitoring reports. Ideal for those who want continuous insight into their withdrawal costs throughout the year. Includes priority support and mid-year strategy call.

£449 per year Select →

What to Expect

Step 1: Information Gathering

After you submit your request, we send a secure form to collect your banking statements. We require 12 months of transaction history for most services. All data is handled according to strict privacy protocols and deleted after the engagement concludes.

Step 2: Analysis

Our team reviews your transactions, isolates withdrawal-related charges, and categorises them by source. We compare your costs against our database of current bank fee structures and identify patterns that may indicate optimisation opportunities.

Step 3: Report Delivery

You receive a written report detailing our findings. The report includes visualisations of your fee distribution, comparisons with typical costs for your profile, and specific recommendations. We schedule a call to walk through the findings if needed.

Step 4: Follow-Up Support

After delivery, you have 30 days to ask questions or request clarifications. For monitoring services, this support continues throughout your subscription. We do not implement changes on your behalf but can guide you through the process.

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