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Cash Management

Maximise your savings, compare savings accounts , find the best interest paying savings account for you.

As well as a secure place to store your savings, savings accounts offer a rate of interest on the cash you deposit, meaning you’ll be able to get more money out than you put in. High-interest accounts are one of the best ways to make some extra money, while you concentrate on keeping up with the best interest rates on the market. There are a number of options to choose from, whether you opt for a regular ISA savings account or more complicated investments like fixed-rate bonds.

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  • Maximise the Value of Your Cash

    The vast majority of people do not know how to maximise the value of their cash deposits and savings. The calculator shows the range of returns available dependent on how the cash is managed . Only when people see the cost of their behaviour/ inertia expressed in monterey terms they become more inclined to change it.

  • Care Cost Analysis

    How long will your loved ones cash held on deposit last if care fees are being paid ? Maximising the value of cash for anyone in care is an essential “must do “. Power of Attorneys and Court Deputies struggle to find the best returns on cash they look after . Use the calculator to find out how long the cash will last.

  • Equity Release Analysis

    Before you undertake any Equity Release solution it is important to understand the financial costs of doing so, use our calculator to help ensure you’re fully informed.

  • FSCS Licence Checker

    Most people don not know what kind of FSCS licence their bank or building society holds, do they hold a unique FSCS licence which means the full £85,000 of FSCS protection is afforded .Are they part of a group ? If so the £85,000 protection is shared amongst all deposits within the group or are there unique licenses held with the group which provides the full £85,000 level of protection per member?

  • FSCS Qualification Checker

    Are the deposits held by your organisation protected by the Financial Services Compensation Scheme (FSCS). Not all businesses ,charities , clubs and associations qualify for FSCS protection. Use our checking tool to see how your organisation is affected.

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We are not tied to any financial institution and therefore offer you truly independent advice

A free, initial no obligation review meeting can take place at our offices in Eastbourne East Sussex, at your workplace or in the comfort of your home.

If you are considering taking independent financial advice we would love to talk to you. Call us without obligation or complete the enquiry form and we’ll contact you as soon as we can.

We are happy to serve clients with any level of wealth.

Call 01323 403 444 or use our secure form via the button below.

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