020 7898 0500Helping your clients reduce risk with ongoing support
Our highly consultative currency risk review comes free of charge for the CFO Centre, with no subsequent account opening or maintenance fees. Our guidance could have a massive impact on your clients' bottom lines, future growth and financial confidence.
Our CFO Centre currency health check
As a busy fractional CFO under pressure to demonstrate value, you know currency fluctuations can be a key business risk, but don’t have the time to ‘go offline’ for hours researching strategies, products, and business impact. We can do that work for you – our free currency review provides a full audit trail for any hedging decisions made.
Our review will cover:
• Our understanding of your business
• Historical market movements and banking projections
• The direct impact of currency movements on P&L and margin
• Which strategies are best suited to your business model
• Available hedging products
We’ll need one hour of your time to conduct our bespoke analysis. We can create this just with yourself, with yourself and your client, or directly with the client – it’s entirely up to you.
Fact find
We conduct a detailed review of your client’s accounts, business model, and exposure to currency risk.
Analysis
We assess the implications of negative currency movements and identify the appropriate hedging tools.
Solution
We help create a bespoke hedging strategy for your client to manage all associated currency risk.
Why CFOs trust us
Currency markets are extremely volatile and fluctuating exchange rate can have a direct impact on a company’s revenue, costs and profit.
Banks offer little support beyond an online platform, while brokerages focus on single transactions with no guidance on managing risk. That’s what makes our long-term focus stand out.
Treasury experts since 2004
Authorised by the FCA
The UK's largest privately-owned FX provider
Debt-free and strong balance sheet
Following their presentation, my client has found Smart Currency Business to be knowledgeable, professional and very easy to work with. Responsive throughout without being pushy, they clearly explained our options and helped with FX strategy. We now have forward contracts in place and it has been a simple process. A very positive experience.
Currency execution
Once you’ve decided on your hedging strategy, we can support you to deliver it with our dedicated team and on-going service
Spot, forward, NDFs and options contracts
Multicurrency wallet
Mass payments
Personal, ongoing support
Who we can help
Our expert solutions help protect UK businesses of all shapes and sizes.
Importers and exporters
Overseas offices or subsidiaries
Overseas-owned businesses
Paying for foreign goods and services
How we help
Supporting your clients across industries
We work with clients across the UK to manage risk and support future growth.
Learn how our partnership team goes the extra mile to drive value for your clients, leveraging our deep market expertise to secure cashflow and protect profits.
Driving value
We prioritise protecting profits, cashflow and overarching business objectives.
Comprehensive and bespoke
Our currency health check allows us to implement specialised solutions
Ongoing client care
Your clients will receive frequent updates and monitoring to ensure they’re protected into the future.
Book your currency health check
Tobias Woodward
Head of Partnerships for Corporate
Book a free currency health check with Tobias Woodward, Head of Partnerships for Corporate.
By focusing on certainty, not speculation, we can help your clients eliminate FX risk.
