FirswoodCONSULTANCYLet’s talk 
Business and private banking
Clear documentation, relevant introductions and application support for your business or personal banking needs.
Discuss your plansBanking Preparation & Support
A bank needs a clear picture of the business, its owners and its expected activity. Preparing that information early helps avoid gaps between company formation and the banking application.
We help organise the documentation and coordinate introductions and follow-up. Each bank conducts its own due diligence and decides whether to open an account.
Banking Preparation & Support
Match the banking conversation to the way you expect to use the account. We organise the business or personal profile, transaction requirements and relevant introductions before the application progresses.
Make the business, its ownership and the source of funds clear to the institution. We coordinate the supporting information, application queries and follow-up while the bank makes its independent decision.
Consider private banking relationships alongside the wider ownership and wealth structure. We coordinate introductions and documentation for the relevant banking, custody or investment-account arrangements.
Keep the practical account setup and follow-up work moving after the institution’s decision. Where agreed, we coordinate outstanding documents and support the ongoing banking relationship as circumstances change.
A useful starting point
No. The bank makes its own decision after its due diligence and compliance assessment. Our role is preparation, introductions and coordination.
Preparation can begin while the formation is being planned. The bank will confirm which completed company documents are needed for a formal application.
We can coordinate introductions and documentation for private banking needs within an agreed engagement. Any products, eligibility criteria and onboarding decisions remain with the institution.
Company formation, residency, banking preparation and ongoing support, coordinated around one plan for your business.
Licence renewals, company administration and specialist coordination as your business evolves.
Citizenship by investment, global banking introductions, family office advisory and strategic partnerships for your international plans.
Your next chapter starts with a conversation