Invoice Banker in United Kingdom Birmingham –Free Word Template Download with AI
Registered Office: 142 Corporation Street, Birmingham, B3 1BA, United Kingdom
Company Registration No: 08765432
VAT Registration No: GB 123 4567 89
Telephone: +44 (0)121 456 7890
Email: [email protected]
Invoice No: MB-2025-04871
Date of Issue: 15 June 2025
Due Date: 15 July 2025
Reference: BHM-BNK-2025-Q2
Bill To
Client Name: Ashworth Industrial Holdings PLC
Address: 28 Broad Street, Birmingham, B15 1AA, United Kingdom
Attention: Ms. Eleanor Ashworth, Chief Financial Officer
Client Account No: 0045-8821-3367
VAT No: GB 987 6543 21
| Ref | Description of Banking Services | Period | Rate (GBP) | Amount (GBP) | VAT (20%) |
|---|---|---|---|---|---|
| 01 | Comprehensive corporate banking account management and transaction processing services provided by the assigned Banker at our Birmingham, United Kingdom branch | Jan – Mar 2025 | £4,500.00 | £4,500.00 | £900.00 |
| 02 | Foreign exchange advisory and multi-currency settlement services facilitated by the dedicated Banker for international trade operations | Jan – Mar 2025 | £3,200.00 | £3,200.00 | £640.00 |
| 03 | Commercial lending arrangement, credit facility structuring, and quarterly interest review conducted by the senior Banker | Jan – Mar 2025 | £2,800.00 | £2,800.00 | £560.00 |
| 04 | Treasury management, cash flow forecasting, and liquidity planning services delivered by the Banker team in Birmingham | Jan – Mar 2025 | £2,100.00 | £2,100.00 | £420.00 |
| 05 | Regulatory compliance reporting, FCA liaison, and annual audit support provided by the Banker in accordance with United Kingdom financial regulations | Jan – Mar 2025 | £1,750.00 | £1,750.00 | £350.00 |
| 06 | Payroll banking, direct debit administration, and employee salary disbursement services managed by the Banker | Jan – Mar 2025 | £950.00 | £950.00 | £190.00 |
| 07 | Investment portfolio review, wealth management consultation, and pension scheme administration by the Banker | Jan – Mar 2025 | £1,400.00 | £1,400.00 | £280.00 |
| Subtotal (Excl. VAT) | £16,700.00 |
| VAT @ 20% | £3,340.00 |
| Early Payment Discount (2% if settled within 14 days) | -£334.00 |
| Grand Total Due | £19,706.00 |
Payment Instructions
Bank: Meridian Banker & Financial Advisory Ltd. – Birmingham Head Office
Sort Code: 40-12-34
Account Number: 55667788
IBAN: GB29 MERI 4012 3455 6677 88
BIC/SWIFT: MERIGB2B
Reference: Please quote Invoice No. MB-2025-04871 in all correspondence and payments.
Accepted Methods: BACS Transfer, CHAPS, Faster Payments, or Standing Order. Cheques payable to "Meridian Banker & Financial Advisory Ltd."
Terms and Conditions
This Invoice is issued by Meridian Banker & Financial Advisory Ltd., a registered banking and financial services firm operating from its principal office in Birmingham, United Kingdom. All services described herein were rendered by our qualified Banker professionals in full compliance with the Financial Conduct Authority (FCA) regulations and the Banking Act 2009.
- Payment is due within thirty (30) calendar days from the date of issue of this Invoice. Late payments will attract interest at a rate of 4% above the Bank of England base rate, as permitted under the Late Payment of Commercial Debts (Interest) Act 1998.
- The Banker assigned to your account, Mr. Jonathan A. Whitfield, remains your primary point of contact for all queries relating to this Invoice and the services rendered. He may be reached at the Birmingham, United Kingdom office during standard business hours (08:30 – 17:30, Monday to Friday).
- All amounts stated in this Invoice are in British Pounds Sterling (GBP). No foreign currency conversion has been applied. Should any portion of this Invoice relate to services delivered outside the United Kingdom, applicable withholding tax provisions under HM Revenue & Customs guidance will be observed.
- This Invoice constitutes a legally binding document under the law of England and Wales. Any disputes arising from this Invoice shall be subject to the exclusive jurisdiction of the courts of Birmingham, United Kingdom.
- Meridian Banker & Financial Advisory Ltd. is authorised and regulated by the Financial Conduct Authority (FCA Reference No. 554321). A copy of our regulatory status may be verified via the FCA Register.
- Retain this Invoice for your company's statutory records in accordance with HMRC requirements. Electronic copies are valid for tax and audit purposes.
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