Cash Management Service

We are pleased to introduce our Cash Management Service (CMS).

Our CMS provides us with real-time access to a database of all of the best-paying cash savings accounts across regulated banks and building societies in the UK.

By inputting your details, we can seamlessly provide you with a personalised report which recommends the savings accounts you can open to earn the highest return on your cash as possible, based on your own needs.

The CMS is designed for those who hold more than £50,000 in cash savings. In order for us to produce a personalised report, we will simply require you to complete a short questionnaire confirming:

• Your existing savings accounts and interest rates;
• How much of your savings you require instant access to, and how much you are prepared to tie up for fixed periods;
• How you wish to open & manage your savings accounts (i.e. online, post, telephone or in branch); and
• Whether you prefer interest to be paid annually or monthly.

Your report will then provide a clear comparison of the amount of interest you are currently earning and the interest you could earn within the new proposed accounts.

If you would like to take the hassle out of sourcing your own cash savings accounts and think our CMS could be of benefit, please contact your Financial Planner for more information.