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Much tighter controls in the way we secure our foreign currency requirements

by Christopher Penn – Founder / Managing Director (4 ACES LTD Providing Food and Drink Disposable Packaging)

“Since engaging the services of Steven Birt at My Treasury Advisor, who was recommended by our Finance Director, we have seen much tighter controls being delivered within our organisation, in terms of the way we secure our foreign currency requirements. The way we now manage our exchange rate exposures ensures we receive, utilising Steve’s decades of FX experience, the best rates available. This enables us to deliver an even more competitive service/price to our customers, without the underlying risks involved in “novice FX dealing”. The forward thinking and planning provided by Steve allows us to concentrate on what we do best. A big thanks Steve from all of the team at 4 Aces Ltd.”


Jargon free advice with exceptional market knowledge

by Phil Burgess – Head of Finance & Company Secretary at Heimbach UK Ltd.

“Steve is an excellent Foreign Exchange Risk Advisor. He gives clear jargon free advice, bringing exceptional market knowledge and opportunities to us that would not normally be available to a manufacturing SME. We have benefited significantly as we eliminate a considerable amount of our exchange rate exposure, leaving us to concentrate on driving the business forward. Everything Steve has setup is easy to use and management have a clear understanding of risks. I have worked with Steve for 5 years now and would recommend him to advise on any Forex transaction.”


Steven is absolutely key to risk management

by Victoria Clarke Brown Finance Director – Distinction Doors Ltd

Steven is absolutely key to risk management, if you deal with foreign currency. He works hard to understand the risk appetite of the business and then implements an appropriate policy. In the 2 years I have worked with Steve I have found his advice and expertise invaluable. I have no hesitation in recommending him.


Steven’s extensive expertise in currency management

by Michael Reeder FCMA – FD WORKING WITH ENTREPRENEURIAL CLIENTS THROUGH THE FD CENTRE

Steven’s extensive expertise in currency management has helped one of my clients to optimise their currency exposures and develop a forex strategy suited to their business needs which is already saving significant sums. I’d recommend talking to Steven if your business has any significant exposure to currency risk.


He does what it says on the tin – and does it well!!

by Gerard (Ged) Leigh – MANAGING DIRECTOR AT HEIMBACH UK LTD

Steven has provided invaluable guidance and advice, in particular on foreign exchange issues. I can honestly say he has been directly responsible for significant savings and has brought new insights and knowledge into our organisation. I would have no hesitation in recommending Steven to any organisation that does not have his type of expertise within. He does what it says on the tin – and does it well!!


Great advice

by John Tangney

Dear Steven, having been a client of yours since 1983, I am delighted to see that you are now managing your own Treasury Consultancy business.

The past 30 years have seen huge changes in the Forex market, and I know that without your help and advice to me during that time, my business would have been seriously disadvantaged.

I am sure that going forward the advice that I receive from you will ensure our continuing strength as the foremost tour operator in our specialist market.

http://www.tangney-tours.com


Extensive Knowledge

by Simon Grigg, previously Finance Director with Panorama Holidays and James Villa Holidays.

“Steven’s key attributes: Personable, Expert, High Integrity
I have known Steven for 15 years, during which time he has consistently demonstrated his extensive knowledge of Treasury Risk Management. He always delivers and I trust his advice. He is also very enjoyable to deal with.”


Great Advice

by Richard O’Driscoll FRSA, previously CFO and COO for Jordan Grand Prix F1

Over 15 years in Formula 1, with Jordan Grand Prix, Steve always provided great advice and the best possible prices.


Community Work

by Greg Turner – Operations Director Sika UK

Steve was elected to the position of Vice President of the Community of El Pueblo Cala Moragues in Mallorca in 2011. His main responsibilities have been in respect of the control of Community Finances. He has developed this in a professional way, at the same time being able to communicate and explain the issues of significance to the differing nationalities involved.

In addition to budgetary control Steve has negotiated various capital projects, his work being characterised by a dogged determination to obtain good value for the Community.

As an example, he took control of a facade refurbishment project and renegotiated the terms, generating a substantial 5 figure saving.”


My Treasury Advisor , USA 5.0 5.0 9 9 “Since engaging the services of Steven Birt at My Treasury Advisor, who was recommended by our Finance Director, we have seen much tighter controls being delivered within our organ