Managing your cash

I understand that having adequate cash reserves is important and offers reassurance to meet any unexpected expenses.

Whether you are simply looking for: a ‘rainy day fund’, a temporary home for a much larger cash sum; or a simple solution to maximise the interest rate you receive, I can help.

Flagstone

I can introduce you to a simple, convenient and innovative solution, through Flagstone.

Flagstone provides an online cash management portal to help manage your cash deposits across a panel of more than 20 provider banks and hundreds of different deposit accounts - at the push of a button.

You only need to complete one application, no further paperwork is required to switch between banks.

You can use Flagstone's portal to help maximise interest rates, or to minimise risk, by spreading your deposits across a number of banks.

Flagstone's cash management service is to:

  • clients with a minimum of £250,000 cash to deposit
  • private individuals
  • business clients
  • charity clients
  • SIPP/SSAS and other trust accounts

Flagstone also offers a range of fixed term deposits for private individuals with deposits between £50,000 and £250,000.

Savings

In conjunction with Metro Bank, I can provide access to a range of exclusive savings accounts, including:

  • instant access
  • fixed-term ranging from 12 – 36 months
  • cash ISAs
  • trust accounts (instant access and fixed-term available)

The savings range is supported by the dedicated service centre at Metro Bank. Please get in touch for more information.

Existing Metro Bank clients can log into internet banking.

Got a question?

If you would like to speak to us about a particular issue or wish to find out more about the services I offer, please get in touch.