Transforming Academy Banking

With over 30 years’ experience in the Banking Industry and 15 years focused entirely on the Education and Not for Profit Sector there is no other person with the knowledge and expertise to support you with the following:

  • Increased deposit returns

  • Consultancy and support for your banking relationship (advice on banking structure, charges, mandate simplification, tender opportunities etc.) 

  • Support to increase the returns you achieve from cash deposits and cash management 

  • Review and drafting of your cash deposit and investment policy

  • Research and knowledge of bank deposit appetite and offerings

  • Broker services to explore and compare operating lease suppliers (you do not need to use your equipment supplier’s finance agreement – we can usually source the finance part of the agreement on better terms) 

  • Outsourced DPO function* 

  • Outsourced HR legal support & H&S risk management * 

  • Sourcing of a professional Clerking service* 

*We can offer outstanding (all inclusive) HR Legal support for schools from our dedicated Schools HR Legal partners as well as outsourced H&S Risk Management, DPO service and Clerking. Please ask as to arrange a quotation at discounted rates) 

Maximising your interest​​

We will increase the interest you receive from your bank..........   more

Banking Efficiency​​ 


Minimise your Banking Mandate changes and reduce Baking Risk......    more

Fraud targeting Schools​


Fraud losses in the Education Sector increased by 280% in 2018 compared to 2017  and the average underfunded loss increased by.......... more

School Procurement Card
DPO for Schools
HR Support for Multi Academy Trusts
Charge Cards or Procurement Cards

If you use Charge Cards or Procurement cards and are an Academy, you should not be paying an annual card fee.........  more

GDPR and your DPO

A 2019 review of School DPO's showed that over half are not likely to be compliant. There is more than a 50% chance...........  more

HR Legal Support


Many MATs and Maintained schools opt for a retainer model for HR support which......... more

In my 10 year history of working with MATs and SATs, I have yet to see a MAT that could not improve its financial efficiency and returns, manage its risks more effectively and increase its confidence to efficiently and empathetically review and restructure roles to drive greatest pupil advantage.

The reality is, in most MATs, there is not the time to see the wood for the trees.

This is where we come in.

We offer a completely free initial consultation by phone or video call to get an understanding of your banking operation and will quickly identify if an in-depth review can add value to your organisation. Contact us.


To explore how we can help you, Contact Us here or call on 07796 940193.



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