For years our clients have had the choice of either suffering low bank deposit interest rates or undertaking the painful and laborious process of moving monies between bank accounts to try and take advantage of the best paying rates of the market.
At last, a combination of technology, open banking legislation and demand has seen the emergence of solutions to this challenge. Using the PWM Deposit Service means you can:
We have found that the service is well suited to clients managing personal deposits, cash held in their business, as well as cash held in trusts and charities. In addition, where a significant sum has been received, post-sale of a business or property or upon receipt of a divorce settlement, we can tailor a solution to your needs.
Whatever the reason for your deposits, we have partnered with leading Cash Solution provider Insignis to ensure we can help you get better rates, simpler administration with leading security.
To find out more watch the video below and contact your Partners Wealth Management adviser who can assist with an illustration of the long-term benefits of ensuring your deposits are working for you.
For further information on how we can help you build and protect your wealth, please contact us.