MANAGING YOUR CASH

We understand that holding adequate cash reserves is important and offers reassurance for meeting those unexpected expenses.

Whether you are simply looking to hold some cash for a ‘rainy day fund’, need a temporary home for a much larger sum or require a simple solution to help maximise the interest rate you receive, we  can access an appropriate solution.

Flagstone

As a Partner Practice of St. James’s Place we can introduce you to a simple, convenient and innovative solution, provided by Flagstone, the preferred cash management provider of St. James’s Place.

Flagstone provides an online cash management portal that enables you to manage your cash deposits across a panel of more than 20 provider banks and hundreds of different deposit accounts at the push of a button.

You only need to complete one application and no further paperwork is required to switch between banks.

You can use the portal to help maximise interest rates or to minimise risk by diversifying deposits across a number of banks.

This cash management service is available through Flagstone to:

  • Clients with a minimum of £50,000 cash to deposit
  • Private individuals
  • Business clients
  • Charity clients
  • SIPP/SSAS and other trust accounts

Flagstone also offers a range of fixed term deposits for private individuals with deposits between £50,000 and £250,000.

saving with metro bank

In conjunction with Metro Bank, we can provide access to a range of exclusive savings accounts, including:

  • Instant access
  • Fixed-Term ranging from 12 – 36 months
  • Cash ISAs
  • Trust accounts (Instant access and fixed-term available)

These savings propositions range are supported by the dedicated service centre at Metro Bank and are exclusive to St. James’s Place clients. Please contact us for more information.

Testimonials

I have known her as our family Financial Adviser for about 10 years. She has always put my interests first and given sound advice. I found her to be pleasant and trustworthy. Her service and support has always been exceptional. I get great pleasure in recommending her to anyone.
Thurairatnam Kathirgamakarthigeyan
Retired Eye Surgeon
Andrea has been wonderful, and I feel confident in discussing my financial matters with her as I know she will treat my affairs confidentially. She has always been there whenever I needed - literally with a click of a button and the support, she provides is extraordinary. She has gone out of the way to help me on a few occasions. I will not hesitate to recommend her to anyone.
Sandy Shiralkar
Consultant Vascular Surgeon
Andrea has provided us with exceptional service and advice. We feel that Andrea has listened to what we want and need and has helped us to build a robust retirement plan. We would recommend Andrea to our friends and family.
Claire Richards
Manager

Get in touch To Find Out More

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