Coronavirus Update

Cash Investments

The most obvious cash investments are deposits in bank or building society accounts, or in a Cash ISA. It is also possible to invest in money market funds which potentially provide on-going income or growth in the value of fund shares.

  • It pays to shop around for accounts with the best available interest rates, this is a process that one of our advisers can assist you with.
  • When looking for the best rates it is important to take flexibility into account. Fixed term (or Notice) accounts usually pay higher interest rates than Instant Access accounts as they limit you as to when you can make withdrawals. Our advisers can go through the pros and cons of both options with you to help you make the most informed choices.

I'd like to speak to an adviser

Supporting Literature

Our comprehensive wealth management guide has lots of information about what we can do for you and how. Download a copy by clicking the link below:

>> Comprehensive Wealth Management Guide


We have produced a range of free guides to help you with your financial planning, including information on retirement options, inheritance tax plannning and the latest tax rates. You can download these by filling in your details below or contact us and we can post them to you.

Read our Privacy Statement to see how we process any personal information we hold