Cash Management

HomeOur ServicesCash Management
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.

Cash Management

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. 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.

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FIND OUT MORE

If you have any questions or would like to know more about our services please do get in touch, our team will be happy to help.

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McGarvey Jones

The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services.

The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

McGarvey Jones Financial Planning is a trading name of Richard McGarvey & Co Wealth Management Limited. Richard McGarvey & Co Wealth Management Limited is registered in England and Wales, Number 09760446. Registered Office: 2a Swordfish Business Park Swordfish Close, Higgins Lane, Burscough, Lancashire, United Kingdom, L40 8JW.

Copyright Richard McGarvey & Co Wealth Management Limited © 2018