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Cash is at the Heart of all Financial Planning and its maximum value should always be understood

Maximising the Value of Cash


The majority of people do not know how to maximise the value of their cash deposits.


Only when people see the cost of their behaviour are they more inclined to change it.


This calculator shows the range of returns available, depending upon how the cash is managed, for all client types.


Use it to change your client's behaviour, to sever their relationship with their bank or building society and to put more trust in you.


"The real value of cash
should be understood prior to any
investment decision being made"