We all know the main stream banks continue to offer extremely-low interest rates and aren’t without institutional risk. Good cash management can make a dramatic difference but so few of us do it as we are time poor and perceive it to be difficult.
At Partners Wealth Management we have access to leading cash solutions provider Insignis to ensure that our clients are not affected by bank account inertia.
To find out more information please 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. We then bring in a dedicated relationship manager from Insignis who can give you the best rates, discuss term deposits that may enhance further, discuss bank covenants and arrange all documentation for you. Insignis then monitors the rates, and if they slip they both propose an alternative and arrange the paper work.Download our ISA guide
It can be hard if you’re busy and time-poor to search the market to get a better rate for your savings. That’s where the PWM Deposit Service fits in. We remove the time-consuming hassle of searching out the best returns, and consistently offer our clients rates that are two to four times higher than they’d find on the high street.
Our Deposit Service reviews the whole of the UK’s savings market, analysing and monitoring what’s on offer from over 165 banks and building societies, searching out the most competitive rates, while also assessing financial strength and overall performance.
For more information about our Deposit Service please click here.
Advice has always been timely, professional and flexible
For further information on how we can help you build and protect your wealth, please contact us.