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We are the market leading provider of treasury management and a wide range of financial advisory services to the UK public sector. Over 350 public service organisations subscribe to our treasury service.

We provide quality, independent advisory services, supported by the largest treasury management, asset finance and technical accounting teams in the public sector.

The question of how one organisation is performing against others is often asked by both senior management and members. Our reports provide valuable evidence which demonstrates how our investment approach is performing in terms of both security and return.

Our solution includes:

  • Investment advice
  • Investment counterparty advice and credit ratings
  • Debt management advice
  • Economic and interest rate forecasting
  • Capital and technical accounting advice
  • Training services
  • Due diligence reports
  • Minimum Revenue Provision reviews
  • Capital and business rates modelling services
  • Capital accounting outsourcing
  • Agency treasury services
  • Housing initiatives including Local Authority Mortgage and Custom Self Build Schemes
  • Asset finance advisory.
  • Balance sheet reviews

Contact details:

David Whelan – Managing Director
+44 (0)207 204 7622

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