The UK's ONLY
Whole of Market
Cash Management Platform
Maximising the Value of Your Clients' Cash is an important part of the financial planning process
Obtain the best rates of interest and the highest level of FSCS protection with deposit accounts available from the whole of the UK market
Using the Platform
Become one of the elite few that help their clients to understand the value they can achieve from their Cash and how to make sure it is fully protected by the Financial Services Compensation Scheme.
Cash is every client's most important asset. Make sure they manage it effectively.
Including a FREE Profile on our Trusted Financial Adviser Register
Generate MORE Leads!!
Helping a client to maximise and protect their Cash is a great way to produce more regulated business and to also build better relationships with accountants and solicitors to get introduced to their clients that hold more than £85,000 on deposit.
We will promote your services to Cash rich individuals and businesses and to accountants and solicitors to help you generate more client introductions and more regulated business.
- 14 Reasons why Financial Advisers should have a Cash Management Proposition
- Your Cash Management Proposition
- About Cash Management
- How to Maximise and Protect the Value of Cash
- The Regulatory Value of Cash Management
- Financial Services Compensation Scheme
- Risk Free Financial Planning
- Long Term Care Planning
- Pension Cash Management
- Working with Accountants and Solicitors
- New Legitimate Sales Opportunities
- Does the Business qualify for FSCS Protection
- Capital Reserve Ratings of Banks and Building Societies
14 Reasons for Financial Advisers to have a
Cash Management Proposition
Reason 1 - Maximising the value of Cash does not negate the need for investing over the long term, it just creates better value on the Cash.
Reason 2 - Cash is every client's most significant financial asset.
Reason 3 - It completely differentiates the financial planning proposition of the Financial Adviser.
Reason 4 - Getting the best financial return on Cash is the fundamental purpose of Financial Planning. Usually done via investing, but should be done investing AND maximising the rate of interest on Cash.
Reason 5 - It removes the risk from Cash without having to replace it with a different kind of risk.
Reason 6 - Other people are advising the Financial Adviser's clients on Cash:
- These people interfere with the Financial Planning Process
- No bank or building society can ever offer the best rates of interest all of the time
- No bank or building society can protect more than £85,000
Reason 7 - Individuals and businesses are not obliged to share exactly how much they hold on deposit if they are not being shown how to manage it effectively.
Reason 8 - It is the best way to get clients to fully disclose how much they hold in Cash for more fulfilling financial planning.
Reason 9 - Individuals and businesses tend to keep too much in Cash, mainly because they are advised to do so by banks and building societies to do so.
Reason 10 - Other Cash Management providers are VERY HAPPY to have access to your BEST CLIENTS.
- The irony
- How difficult is it for a Financial Adviser to gain access to an Accountant's or solicitor's BEST CLIENTS?
- How easily do Financial Adviser's give access to their BEST CLIENTS to competing service providers
Reason 11 - Maximising the value of Cash enhances the overall value of the client's financial plan
Reason 12 - The additional Interest Rate return is often significantly higher than the fees charged by the Financial Adviser - thereby effectively delivering FREE Financial Advice.
Reason 13 - More referrals will be generated.
Reason 14 - Accountants and solicitors will refer Cash-Rich individuals and businesses to make sure their Cash is fully FSCS protected.
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Tel: 01270 878702
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Caroline Street,
Stoke-on-Trent,
ST3 1DB
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