Strategic partnerships with IFAs

SWFX’s strategic partnerships with IFAs and financial organisations offer multiple benefits to private and corporate clients who are engaged in international trade, make overseas payments, or have an exposure to foreign exchange risk.

We have worked alongside several IFAs throughout our 15 years of trading enabling them to add value to their service offering and to benefit their clients.

As an independent business, not influenced by any other company or bank, we can act impartially and securely to obtain the best exchange rate for your clients. Either working directly with your client, under your supervision, or as a bolt-on to your service provision, we will smoothly pave the way for your clients’ overseas transactions and deliver the best financial outcome.

Benefits for your clients

Competitive rates

Following an assessment of currency requirements, we will exchange your client’s funds, through yourself or direct with them, at what we almost always know will be a better rate than your bank is willing to offer making sure the best possible deal is achieved.

Personal, hands-on approach

Unlike the banks, which we all know are becoming less and less customer-focused, and where transactions like these can take time and can be quite complicated to set up, we have a personal and hands-on approach.

Communication and attention to detail

During a transaction, your client will deal with the same person throughout the whole task who will be available via telephone, email or face to face whenever necessary. Keeping a constant eye on the markets, we can make sure deals are done quickly and efficiently, at the time required and, of course, at the best possible exchange rate.

Universal IBANs

It is not always clear what currency your clients will be dealing with and for you to then handle. We can offer you foreign currency bank accounts in 39 different major currencies, which will then give you the ability to handle any deal these currency accounts cover. All these accounts will be in your company name under one IBAN number and one SWIFT code. If your client wishes to set up with us directly, they will all be in their name instead. This facility will give you the benefit of being able to deal with any private individual or company dealing overseas and with any of these foreign funds involved.

Our strategic partnership

We believe that by forming strategic partnership with you, we can help your clients navigate the complexities of the global marketplace and optimise their financial performance when dealing with all foreign currency transactions.

If they are involved in buying or selling foreign funds, it is imperative and, of course, in their interest, to get it right. No one party has the answers to everything but by working together with you, we believe we can offer the best solution to benefit your clients.

We can add value to any of the following scenarios:

• Purchase of overseas residential, commercial and investment properties
• Overseas company purchases
• Repatriation of overseas funds
• General overseas investments
• All types of overseas purchases – boats, planes, cars, etc.

Why work with SWFX?

Individuals move into the international marketplace to improve lifestyle and gain choices. We will ensure that any overseas transaction will be handled quickly and efficiently.

We all know banks can be impersonal, difficult to deal with, bad communicators and sometimes lack specific knowledge. We are experts in the foreign exchange field and take the time to ensure you and your clients have the full benefit and understanding of our knowledge.

If your IFA firm would be interested in an initial discussion, we would be delighted to hear from you. You can download our fact sheet on our strategic partnerships with IFAs here.

Contact us

Please contact our managing director Tim Sheehan on 07788 756782 or tim@swfx.co.uk.

Alternatively, fill in the form below and we will contact you.