Partner: IFA

Customer Base: This partner’s core clients need help managing international property portfolios.

What they offer: Support, advice and guidance regarding the best financial products available to their clients.

How we supported the partnership: As the partner’s clients often transfer money overseas (to both pay for the upkeep costs of properties they own and to invest in new acquisitions), working with us meant they were able to save them money on their international money transfers. They’re also able to provide them with access to specialist services, like the option of fixing an exchange rate for up to two years in advance. The partner’s Business Development Manager checks in with them on a regular basis and supplies them with a range of relevant materials to pass on to their clients, including guides and currency updates.

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