Maximising deposit returns

In partnership with
Through our partnership with Insignis, a leading cash management platform, you can access competitive savings rates from over 50 banks, all through one secure, paperless account.

Whether you’re managing personal savings, business funds, or trust and charity accounts, Insignis enables you to diversify deposits, maximise FSCS protection, and move money with ease. In 2024 alone, clients earned £195m in interest through the platform.

Their cash ISA offers a smarter way to manage your ISA savings. With one application, you can access a range of easy-access and fixed-term ISA products from multiple banks, all under a single wrapper.

We have found that the service is well-suited to clients managing personal deposits, cash held in their business, as well as cash held under Power of Attorney, in trusts and in charities.

Since 2017, Insignis has helped over 20,000 clients place more than £32bn in deposits. It is a simple, strategic way to ensure your cash is working as hard as the rest of your portfolio.

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For more information

Contact Gideon Moss at gideon.moss@insigniscash.com

or speak to your PWM adviser.

ABOUT US

Together, we make financial freedom simple.

As truly independent advisers, we don’t have in-house products we have to sell. And we don’t limit our advisers to specific financial solutions. Instead, we give them the freedom, knowledge and resources to recommend what’s best for each client so they can ensure the best possible outcomes.

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We have been very happy with the service we have received from PWM. We have always had clear and proactive advice in a timely manner. The staff are very friendly and helpful and respond to any points raised by us and are always available to talk through any issues which we may have”

Retired Partner, Magic Circle Law Firm

We have collaborated with Duncan and PWM for many years. Client feedback has always been exemplary, and we are always impressed by Duncan’s creative and collaborative approach. Duncan and PWM would always be our first choice of financial planner due to his extensive knowledge and PWM’s true independence.”

Alexandra Gordon
Managing Partner, Tassells LLP

We have built up such a strong relationship with you, based on mutual trust, professionalism, dedication and the strongest of product and market knowledge and you had never let us down. Your integrity, honesty, caring and positive approach served us well in the past and continues to do so today.”

Anonymous
Anonymous

Brett has advised me very soundly for 10 years. He’s comprehensively across the big stuff that can blow holes in financial wealth if not spotted. He also provides excellent continuing client focus and service. Delighted to be a client of his.”

Keith Bottomley

PWM have always shown great integrity in all my dealings with them.”

Head of UK & Global Credit

We wanted sustainable fossil-fuel free investments but it is difficult at present to pick something off the shelf. We were therefore pleased that with advice from Nathan at PWM, we have been able to implement a portfolio that maintains diversity and meets our objectives."”

Sustainable Investors, Surrey