Overview

Free Trial

Our members are writing more business, have developed better quality professional connections and have greater regulatory protection on their advice, because they understand how to use the risk free guarantees provided by cash to build greater trust and to enhance relationships.

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"

This is because they are:

  • 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"

Register for your FREE TRIAL today.