Cash Management Service

Cash Management Service

Acumen’s cash management service is designed to maximise your return, minimise the risk and take away the hassle of managing your own cash deposits. No longer will you have to scour the high street or banking websites to find the best interest rates. Nor will you have to deal with several banking institutions separately again.

With Acumen’s cash management service, you only deal with one trusted point of contact.

What’s more, our handy online hub gives you an instant overview of how your cash savings are performing. You can access your details at the click of a button on your mobile, tablet or desktop devices. We will inform of you as soon as there is a change in any of your savings interest rates and recommend alternatives, if necessary, to ensure the best returns at all times.

Straightforward cash management products and services

We understand that there are numerous occasions when you will want to retain substantial cash deposits. We also appreciate the issues and concerns that this can cause – not only in terms of the best available rates of interest but also the overall security of your capital.

As part of our straightforward and streamlined cash management service, Acumen’s experts can provide you with clear-cut advice about everything from the most preferential interest rates, to the provenance of each banking institution that we recommend and the options available to you for holding cash deposits over varying timescales.

We also aim to minimise the impact of higher tax charges, particularly for individuals and trustees. Our dynamic cash management service gives you access to expert advice on short and long-term strategies.

I became Client of Acumen Financial Partnership 6 years ago on the recommendation of a friend and colleague. From the first day of meeting Angela Maher I have appreciated the user friendly Professionalism so evident in her welcoming and advising Financial lay clients such as myself.

Over the past 5 years Jon Landy has managed my account with proactiveness and the application of extensive Professional knowledge to my increasing benefit. The advice given and actions implemented are clear, precise and the detail explained in such a way as to be readily understood.

Over this period of time Jon and the team have generated a level of trust for me which is very satisfying in what can be a complex but increasingly necessary part of our lives. I am very satisfied with the service and effort by Acumen on my behalf and would recommend them without hesitation.

George, Ormskirk

Benefits of Acumen’s cash management services

Acumen’s cash management solutions offer the following benefits:

• We find the most competitive interest rates
• We only work with the most reputable institutions
• We take away all the hassle and legwork
• We reduce your paperwork with a central hub
• We increase the tax efficiency of your cash savings
• We can offer improved rates for large cash sums

A significant benefit of this cash management service is the higher levels of protection for your money. There is always a risk of financial institutions going bust, therefore the FSCS provides £85,000 of protection on cash deposits, per person per institution. Splitting a large sum of money between multiple banks ensures that if one of the financial institutions went bust, you would benefit from a far greater level of protection.

For more information about our cash management products and solutions, speak to one of our expert advisers today on 0151 520 4353 or [email protected].

For existing clients, click here to access your online cash management service.

Key Benefits

The financial advisers at Acumen have years’ of experience in advising clients about their cash deposits and can arrange deposit maturities to meet your cash flow needs. For more information about our cash management products and solutions, speak to one of our expert advisers today on 0151 520 4353.

Cash management is designed to maximise your return whilst minimising the risk and taking away the hassle of managing your own cash deposits. This eradicates the time spent scouring the high-street for the best interest rates.

Our team of experts work tirelessly to find the most competitive interest rates with reliable banking institutions; taking away all of the leg work and hassle from you.

The FSCS provides a £85,000 protection on cash deposits, per person, per institution. We advise you on how best to split your financial resources, whilst making the most of your money.

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