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Mrs Keller contacted Qu Money when her family were relocating from Switzerland to the UK.
After creating a Qu Money account online, Mrs Keller booked an online discovery meeting with a Qu Money account manager to discuss what options were available. Mrs Keller’s account was allocated to Ricky a Qu Money personal finance FX dealer who manages accounts for private and high net worth clients.
During the discovery meeting, Mrs Keller explained that the Keller family had sold their property in Switzerland and were moving to England in 6 months.
The Keller family had a significant amount of funds in Switzerland that they intended on transferring to the UK when they move.
Mrs Keller was keen to understand the most cost-effective way of transferring their Swiss Franc (CHF) to Pounds sterling (GBP). Mrs Keller was also aware that the values of the currency may fluctuate and wanted to know if there was a way that she could reduce the risk of losing money. Ricky explained the current exchange rates, currency fluctuations and how these could impact payments. Once Ricky had a full understanding of Mrs Keller’s requirements, he explained the options and strategies available, and answered any questions that arose. Mrs Keller was pleased with the meeting and felt confident that she had all the information she needed to make an informed choice based on solid information and calculations.
Mrs Keller secured a rate for the transfer of her funds and placed a small deposit to hold the rate selected.
(Client name was changed to protect client privacy)
“Relocating to live in another country is always a stressful time and expensive time, so it was great to be able to have a specialist on my side to help me understand my options. Ricky took the time to help me find the best solution for my situation and I feel confident that he saved me a lot of time and money. Thank you to the Qu Money team for a great service, and especially to Ricky for your time and guidance.“
Mrs Keller – Qu Money Client