As a medium-sized consultancy, we have an advantage over our competitors – we are large enough to employ the necessary expertise, but small enough to give an individual service to each client. We do not believe in a “one size fits all” approach, and you can be confident that the advice we give you will be based upon the Council’s individual position and culture – we don’t send the same standard advice to hundreds of clients.

The personal approach is important to us. We will visit your offices regularly to discuss market and regulatory developments and suggest changes to your treasury strategy. Between meetings, we will keep in regular telephone and e-mail contact with you to maintain our working relationship.

The advice we provide to the Council will have regard to all elements of CIPFA’s Code of Practice on Treasury Management, the Prudential Code, government regulations and local authority accounting practices. We ensure that our clients have the up to date knowledge, information and procedures to strike the right balance between risk and return, while enabling the Council to meet all its obligations under the various codes of practice and the law.