Below are 3 easy steps for company owners to do if they are not happy with their bank, or just wanting to check if they are still being looked after as well as they should be. It takes little effort and minimal management time:-
Finally, one word of warning. Any account manager who verbally promises anything which is not clearly spelled out in these agreements, probably won’t be at that branch in 3 years to honour their commitment, so make sure it is all in the agreement. Remember if things ever go off the rails, this is the document that comes out so it needs to be right!
All of the above is simple to do, however if you don’t have the time, speak to your accountant or finance broker as they should be doing this on a regular basis for many of their clients.
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