From inertia to excellence – could your clients’ cash be working harder?

Your client’s cash deposits are unlikely to be the first thing you think off when it comes to advice. But the reality is your clients will always hold cash savings. Cash brings security and peace of mind. While other investments can rise and fall at the slightest global imbalance, cash ticks quietly along in a high street account, largely untouched by world events. It provides both a protective buffer and the liquidity of a money pot, ready to be dipped into in an emergency. Cash sums may also be increased following a sudden windfall, such as an inheritance, the sale of a business or a house...