Frequently Asked Questions
Answers to the questions we hear most often from finance teams evaluating Choice Ledgex. If you can't find what you're looking for, our contact page is the best place to reach us.
What does Choice Ledgex actually do?
Choice Ledgex analyses financial and market data to help UK businesses understand how surplus capital is currently positioned, where exposure or inefficiency may exist, and what options are worth discussing with a qualified advisor. We provide data analysis and decision support, not regulated financial advice.
Is Choice Ledgex a regulated financial advisor?
No. Choice Ledgex is a data analysis service. We do not provide regulated financial advice, and nothing on this site or in our reports should be treated as a personal recommendation. We encourage clients to review our findings with their own accountant, treasury function, or FCA-regulated advisor before making decisions.
What kind of businesses use Choice Ledgex?
Typically, UK-based companies holding meaningful cash reserves or surplus capital that want a clearer, data-led view of how that capital is allocated. This includes businesses without an in-house treasury function, as well as finance teams who want an independent second layer of analysis.
How does the initial analysis work?
You request an analysis through our site, we agree on the scope and the data you're able to share, and our team runs it through our methodology. You receive a written summary of findings, along with any areas we'd flag for further discussion with an advisor.
What information do I need to provide?
This depends on the scope of the engagement, but generally we ask for a high-level view of current holdings, account structures, and relevant statements. We'll confirm exactly what's needed before any analysis begins, and you're never obligated to share more than you're comfortable with.
Is my data kept confidential?
Yes. Any data shared with us is handled in line with our Privacy Policy and used solely for the purpose of the analysis requested. We do not sell client data. Full details are available on our Privacy Policy page.
How long does a typical analysis take?
Timelines vary depending on the complexity of the data and the scope agreed. We'll give you an estimated turnaround when we confirm the engagement, rather than a fixed figure that applies to every case.
Does Choice Ledgex manage or move my money?
No. We do not hold, manage, or move client funds at any point. Our role is limited to analysis and reporting. Any resulting action remains entirely in your hands, typically in coordination with your bank, accountant, or regulated advisor.
What does working with Choice Ledgex cost?
Pricing depends on the scope and complexity of the analysis requested. We discuss cost upfront before any work begins, so there are no surprises. Get in touch via our contact page for specifics relevant to your situation.
Can Choice Ledgex work alongside our existing accountant or advisor?
Yes, this is common. Many clients use our analysis as an independent input that they then take to their existing accountant, treasury team, or financial advisor to inform a broader decision-making process.
How do I get started?
Use the "Request an Analysis" button at the top of this site, or visit our Contact page to send us a message. We'll follow up to understand your situation and outline next steps.