Cash Deposit Solutions and Funding Support
for your Multi Academy Trust, Academy School, Independent School or Charity.
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With over 30 years’ experience in the Banking Industry and 20 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:

For Multi School and Single School Academies:

  • We will increase the interest you earn either directly with individual banks or through a multi bank cash solution platform.

  • Our Cash Deposit platform will give you access to more than 30 FCA registered banks to help you significantly increase the interest you earn

  • 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) 

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

  • Review and drafting of your cash deposit and investment policy

  • Outsourced DPO role 

  • Outsourced HR legal support & H&S risk management

  • Sourcing of a professional Clerking service

For Independent Schools and Charities we can:

  • Help you get the right term loan or Finance Lease (whether secured or not)

  • Source Term loans up to 25 years

  • Source Finance Leases up to 10 years

  • Provide Deposit support

  • Our Cash Deposit platform will give you access to more than 30 FCA registered banks to help you significantly increase the interest you earn

  • Review your DPO function

  • Outsourced HR Legal support & Risk Management (schools only)

For Independent School lending support, we usually offer this service without charge to the school as the funder will usually pay a commission.

We have an excellent track record for increasing interest earned (despite the low interest rate environment we find ourselves in) 

 

Deposit and Treasury management guidance will be based on your own risk appetite in accordance with your Cash Deposit and Investment policy (we include the drafting of a policy if one is not in place or requires updating).

Contact us for a free chat without obligation.

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education sector banking, loans and deposits

New Deposit Platform available for Schools and Charities