Savings Champion Concierge

Precision Advice, Unparalleled Research

Ensuring your savings are working for you.

For clients that want to know that their savings are working hard with the added assurance that an expert is on hand to guide them through all the options and save time in opening the accounts.

Every penny counts where charities are concerned. Just like businesses, our charity clients can expect to see as much as 12.5 times more interest by using our service. And still have access to the funds when needed and full FSCS protection.

For trustees that have responsibility for money that has been set aside in a trust for someone else, our service ensures they meet their obligation under the Trustees Act 2000 with full FSCS protection.

For businesses that have large cash deposits but not the time to research the savings market to find a better account in which to hold their funds.  On average clients using our service can expect to earn as much as 12.5 times more interest and ensure their funds are FSCS protected.

How does it work?

The premise of our Concierge service is to ensure that clients receive the best advice on their cash savings in an efficient and effective manner. Clients retain complete control but do not have to manage the research or administration process.

Fact Find

An initial no obligation consultation with an adviser takes place to establish the clients circumstances and identify whether Savings Champion Concierge Advice service will be of benefit to them.


Illustration

We create a bespoke portfolio, which is presented to the client in the form of an illustration that clearly shows the increased return (taking account of our fees, which are fully disclosed) and security. In the event that we are unable to improve a client’s position we would also illustrate this to our client in order to demonstrate the transparency of our advice and service.


Application

Once the client has agreed to proceed, Savings Champion will pre-populate all application forms before sending them to the client for signature. Savings Champion will monitor the progress of all applications until each account is live.


Security

Each account is opened in the client name and held directly with the provider, ensuring that only they can access those funds. Funds can be spread over as many providers as required to reduce risk and ensure full protection under the Financial Services Compensation Scheme (FSCS) (where applicable). Note: Savings Champion does not hold client monies nor do we ask for or hold sensitive information on our clients' savings accounts.


Our Promise

If a client would not be not better off as a result of taking our advice then there is no commitment to proceed.

Savings Champion is independent and privately owned, meaning that we are free from any third party influence.

Our advisers are based in Bath and predominately provide advice over the telephone; however clients are welcome to visit either our Bath or London offices by prior appointment.

Our fee

The initial consultation is free and without obligation.

Once a client has decided to utilise the service, Savings Champion will charge a fee;

 

Initial advice and setup

This fee is charged on the amount invested.

 
Portfolio SizeClient TypeFeeTotal Cost
£500,000Individual0.15%£750
Charity0.20%£1,000
Business0.25%£1,250
 

In the event that a client should decide that the Concierge service is no longer appropriate for their needs, subject to 14 days written notice, there would be no further charges.

Media coverage

Savings Champion’s expertise on the savings industry means that we are leading commentators in the national media, including the BBC, Sunday Times, Telegraph and Daily Mail.

Savings Champion’s treasure trove of data is one of my most valued sources of information on savings products

Telegraph Media Group, Dan Hyde, Deputy Personal Finance Editor

Savings Champion is a great website for the beleaguered saver. Independent, unbiased and informative.

Mail on Sunday, Jeff Prestridge, Finance Editor

You can check on cash interest rates on several websites. I use the best buy tables from www.savingschampion.co.uk which does not promote products on the basis of commission or commercial deals and has a genuinely helpful free helpline answered by experts – if you have more than £100,000 it will even manage it for you to get the best rates for a small fee.

Paul Lewis, Freelance Finance Journalist and Broadcaster, SAGA Magazine October 2013

Meet the team

Image of Anna Bowes

Anna Bowes – Director

Anna is a founder and Director of Savings Champion. She is a regular contributor to the BBC and national press, providing expert analysis and commentary on the UK savings market. Anna has worked in the financial services industry for more than 20 years and has a genuine passion to ensure people maximise their savings.

Claire Riou – Adviser

Clare has worked in the banking sector for 17 years dealing with lending & deposits for professional and business clients. Claire works with a variety of Savings Champions private, business, trust & charity clients.

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Contact

Our advisers are based in our Bath office.

If you have any queries about Savings Champion Concierge or wish to establish if it is suitable for your needs

Please do not hesitate to contact us via any of the below:

Phone:

0808 164 6466

Post:

Savings Champion
St James House
The Square
Lower Bristol Road
Bath
BA2 3BH