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Financial Advisers should help
all their clients maximise the value of their cash

Overview


"Our system, enables every financial adviser, to quickly and effectively show clients the maximium value they can achieve with their cash"


Understanding how to maximise the value of cash is the missing element in most Financial Adviser's service proposition.


Cash is an essential financial asset for everyone.


Having a clear understanding of how to maximise the value of cash and how to protect it with the Financial Services Compensation Scheme should therefore be the starting point for all financial advice processes.


"If a client can meet their financial planning objectives by maximising their value of cash they do not need to undertake any form of 'risk-based' financial planning"


The justification for any form of financial planning is much clearer when a client has been shown how to maximise the value of their cash, and they realise they cannot meet their financial objectives in such a way.


This is why:

  • Providing an understanding of the real value of cash delivers significant regulatory value
  • All clients should be shown the value of their cash within the financial planning process
  • Clients should only deal with financial advisers that include the analysis of cash within the financial planning process
  • Accountants and solicitors should only deal with financial advisers that include the analysis of cash within the financial planning process
  • Clients can be more confident of the service and advice they receive when they have been shown the maximum value of their cash

"The ONLY reason for someone to take risk-based solution is when their objectives cannot be met by safer options"


The Deposit Sense Effective Cash Management platform that puts the Financial Adviser in full control and enables them to; quickly and effectively, show their clients the maximum value they can achieve from their cash which enables the financial adviser to gain all the additional associated benefits.

"Any advice provided upon the foundation
of misinformation
carries significant risk for the Financial Adviser"