We understand that holding adequate cash reserves is important, and offers reassurance for meeting those unexpected expenses. Whether you are simply looking to hold some cash for a ‘rainy day fund’, need a temporary home for a much larger sum or need a simple solution to help maximise the interest rate you receive, we can access an appropriate solution.
We understand the hassle and time required to continually research the best bank accounts, and to open, close and maintain multiple accounts with the aim of maximising the interest rate you achieve on your cash. As a Partner Practice of St. James’s Place Wealth Management, we can introduce you to a simple, convenient and innovative solution to these problems, provided by Flagstone.
Flagstone provides an online cash management portal that enables you to 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 with Flagstone and then no further paperwork is required to switch between banks. You can use the portal to help maximise interest rates or to minimise risk by diversifying deposits across a number of banks, managing Financial Services Compensation Scheme limits.
This cash management service is available through Flagstone to:
- Private individuals
- Business clients
- Charity clients
- SIPP/SSAS and other trust accounts
LEARN MORE ABOUT OUR EXPERT FINANCIAL PLANNING PROCESS
At McGarvey Jones Financial Planning we recognise that our clients are central to everything we do. We are committed to developing long-term relationships with our clients to help them build, preserve and protect their wealth.