You are here: Forum > ADVISER FORUM > PROVIDER FORUM > Smart Currency > Protecting client wealth > Report topic or post

Report topic or post

If you feel like the content shown below has broken cherry's rules, please click the "Report to cherry" button at the bottom to let us know why.

Smart Currency

For any clients involved with:

  • Overseas property purchase/sale.
  • Purchase/sale of foreign shares.
  • Sending money to family abroad.
  • Beneficiaries of a foreign estate.

Don't leave your clients exposed to fluctuating currency exchange rates which could potentially derail their plans. 

A relationship with Smart Currency can help you to add value for your clients and your business by:

  • Connecting your clients with a trusted expert who can talk-through their situation over the phone
  • Developing understanding of client wealth risk
  • Ringfencing clients
  • Earning commission (roughly £300-450 for every £100K transferred)

To get in touch about a partnership or a specific client, please email jack.rusted@smartcurrencyexchange.com or give me a call on 02038673266

 

Please correct the following errors

Please verify you are not a robot

Can you briefly tell us why you’re reporting this post?