Cash Management

Unlocking the full potential of your savings, boosting returns

Actively managing funds on deposit

Benefit from our cash management system, which enables us to identify the best rates for your funds on deposit. Switching deposits online, enhancing returns for a range of funds from ISAs to pensions, trusts to business funds, and more.

It is important to actively manage your funds on deposit, without this, it often leads to uncompetitive savings rates and reduced returns.

The cash management service also makes the idea of maintaining a degree of liquidity more palatable for some investors.

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The Benefits of Active Cash Management

We are authorized and regulated by the Financial Conduct Authority to provide advice on a full range of financial planning.

  • Benefit - 01

    Invest your cash, maximise returns

    There is no excuse for allowing cash to languish as a side note in your investment portfolio.

  • Benefit - 02

    Easily transfer deposits online

    Switching your deposit has never been easier, transfer online to lock in the best rates.

  • Benefit - 03

    Protection for your funds

    Under the FSCS government deposit scheme, funds are protected up to £85,000 per bank.

  • Book a no obligation meeting at no cost to you

    Cutting-edge technology is encouraging enhanced savings rates

    Our cash management platform uses cutting-edge technologies to showcase the best interest rates across a range of deposit takers. This enhanced competition has led to increased rates, benefiting those who prefer to hold funds on account.

    Easy-to-use, flexible, and continually updated, it is simply a case of transferring funds online with leading names adding a degree of security.

    We have experts authorised to advise on savings rates, finding the best terms and conditions for your situation - looking to maximise your income.

    Why Informed Financial Planning?

    What Our Clients Think About Us

      "An excellent service all round. We mainly dealt with Charlie and had help from Zoey too. Great knowledge and advice regarding pensions. Cannot fault it at all. If was possibly to give 11 out of 10 we would. Would highly recommend."

      "The whole process was very easy, it wasn't made complicated and every single step was explained to me. A representative from Informed Financial Planning, came to my house, I didn't feel pressured and I could back out at any time."

      "This is the most professional company I have ever dealt with in all of my 59 years they took the time to find out what my needs where & fulfilled all my wishes if I could give 10 stars I would."

    Informed Service Pricing

    Our fee structure is simple and transparent, with no surprise fees later down the line.

    Our Pricing
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