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Their guidance has allowed us to run our Winter and Summer hedging programmes in a controlled, transparent and efficient way, while giving our finance team confidence in the decisions being made.

We are very pleased to provide this reference for Jackson Swiss Partners, who have worked closely with Neilson Active Holidays on our foreign exchange risk management over the past three years. From the outset, the relationship has felt collaborative, straightforward and highly supportive. They have taken the time to understand our business, our cash environment and our attitude to risk, and have helped us develop and manage an FX approach that is clear, disciplined and practical. We have found them to be responsive, commercially sharp and genuinely easy to work with, and we would be happy to recommend them to any business looking for a trusted FX partner.

Operating in the travel sector, Neilson works within a highly regulated client money environment. We are subject to the Package Travel Regulations and ATOL client money protection rules. That brings a very specific set of responsibilities: we need to protect customer and company cash, avoid unnecessary liquidity pressure and give confidence to our board, shareholders and regulators. Jackson Swiss Partners have understood those priorities and have consistently approached them with care, clarity and sound judgement.

What we have particularly valued is the way they have worked alongside us rather than simply providing products. They sourced flexible, margin-call-free facilities that fitted our risk appetite and our cash protection requirements, then supported us in managing exposure across multiple counterparties and transactions. Their guidance has allowed us to run our Winter and Summer hedging programmes in a controlled, transparent and efficient way, while giving our finance team confidence in the decisions being made.

Our hedging philosophy is deliberately low risk. Rather than relying on large, one-off trades, we use frequent, smaller trades to build a weighted average position over time and reduce avoidable FX volatility. Jackson Swiss Partners have helped us refine and operate that policy in a way that feels proportionate, sensible and well governed. Just as importantly, they have acted as a valuable sounding board for our team, providing an independent view on products, counterparties and market conditions when we have needed it.

Their HedgePoint platform has also become an important part of how we manage and monitor FX. Built by Jackson Swiss Partners, the platform gives us clear visibility of our exposures, positions and counterparties in one place. It was shaped in close consultation with our finance team, including our CFO and Head of Finance, and that collaborative approach shows in the final product. The reporting, controls and audit outputs are practical, relevant and aligned to the way we actually work. It has made the process more efficient, reduced manual reporting and given the team a more confident view of our FX position.

Overall, our experience of working with Jackson Swiss Partners has been very positive. They combine technical expertise with a practical understanding of the pressures faced by a finance team in a regulated travel business, but they also bring a personal, responsive and relationship-led way of working that we value highly. We see them as a trusted extension of our own finance function and would be happy to speak directly with any prospective client who would like to understand our experience in more detail.

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