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. You’ll no longer need to scour the high street or banking websites to find the best interest rates, nor will you need to deal with several banking institutions separately. With Acumen’s dynamic cash management service, you only need to deal with one trusted point of contact.

What’s more, our handy online cash management 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 device. We will inform you as soon as there is a change in any of your savings interest rates and will recommend alternatives if necessary to ensure the best returns at all times. We offer cash management as a standalone service or as part of our holistic financial planning service.

Straightforward cash management service

We understand that there will be occasions when you’ll 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, our team of expert financial advisors will devise an effective cash management plan for you. We can provide you with clear-cut advice about the best interest rates available, the banking institutions 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 professional advice on short and long-term strategies, allowing you to make well-informed decisions.

I became a 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 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

How Acumen’s cash management service can benefit you

Our financial advisors can help to simplify the management of your cash deposits. This bespoke service offers the following benefits:

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

A significant benefit of our cash management service is the higher levels of protection we can offer. There is always a risk of financial institutions going bankrupt, therefore the FSCS provides protection up to £85,000 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, contact us today to speak to one of our expert advisors. Call us on 0151 520 4353 or email [email protected]. To request a free initial consultation, simply complete and submit the form below and one of our team will be in touch.

For existing clients, visit the cash management portal to access your online cash management service.

Key Benefits

Our financial advisors at Acumen have years of experience in advising clients about 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.

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

Our experts work tirelessly to find the most competitive interest rates with reliable banking institutions, taking away all the leg work and hassle!

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

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