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Independent financial adviser to personal and corporate clients
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Managing Your Cash Deposits

Volatile stock markets, instituional failures and concerns about world credit markets mean that investors are increasingly turning to cash holdings with banks, building societies and other institutions. This reflects a desire for safety, security and consistently positive returns, which are free from market volatility. However, how do you decide which institutions are safe and which are not?

Moore Stephens Financial Services can provide discretionary Cash Management Services for clients seeking to invest in cash deposits. The service is available for sums of £50,000 or greater, but is ideally suited for investments of £250,000 or more. As Independent Financial Advisers, we are able to research the many banks, building societies and other deposit takers on your behalf.

  • Above average returns for you, typically 1% higher than are available on the high street.

  • A well diversified spread of accounts, across different providers to maximise investor security and minimise default risk.

  • We will only invest in 'A' rated institutions and monitor bank ratings on an ongoing basis.

  • Consolidated reporting of the portfolio, with Moore Stephens handling the correspondence with the various banks and building societies on your behalf.

There are three different types of service to choose from; No Notice, Mid Term and Long Term. Sample current rates of return can be obtained by clicking on the figures below:

NO NOTICE MID TERM LONG TERM
£250,000 £250,000 £250,000
£500,000 £500,000 £500,000
£750,000 £750,000 £750,000

Please click here for more information regarding this service.

Moore Stephens Financial Services provide all prospective clients with a free initial meeting in order to discuss our services, understand your needs and agree terms. Please click here to contact us by email or visit the contact us section of this website.