About Cash Management

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"Cash is the most fundamental of all financial assets."

It should be a basic requirement for all professional advisers to demonstrate, to their clients, the value that could be received, because a lack of understanding of the value of cash undermines every advice process.

This lack of clarity brings unnecessary risk into the advice process.

Having a cash management proposition within a financial planning business provides significant value:

  • It generates more regulated business
  • It generates more referrals
  • It enhances relationships with Accountants and Solicxitors
  • It provides additional regulatory protection