"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."
Cash Management
Unlocking the full potential of your savings, boosting returns
Chartered
Independent
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.
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?
With you every step of the way
We have long-term relationships with many of our clients, having worked together for years to maximise and protect their assets. Quite literally with you every step of the way!
No industry jargon
Why mesmerise clients with industry jargon if straight talking gets the point across? Down-to-earth and approachable, we have a very close working relationship with our clients.
We’ve seen it all
Our team offers the best of both worlds, expertise across a range of different subjects and experience; there is little they haven’t seen in the world of finance!
Informed Service Pricing
Our fee structure is simple and transparent, with no surprise fees later down the line.
Our Pricing