Cash Management

As part of your financial plan it is vital to make sure that you hold enough cash reserves to help meet every day and unexpected expenses

Cash Management

As part of your financial plan it is vital to hold enough cash on deposit to help meet everyday expenses.

Whether you are simply looking to hold cash for a ‘rainy day fund’, need a temporary home for a much larger sum or need a simple solution to help maximise the interest rate you receive as a Partner Practice of St. James’s Place, we can help you access an appropriate solution.

We understand the hassle and time required to continually research the best bank accounts, and to open, close and maintain multiple accounts with the aim of maximising the interest rate you achieve on your cash. We can introduce you to a simple, convenient and innovative solution to these problems, provided by Flagstone who are the preferred cash management provider of St. James’s Place.

cash management spreadsheet on laptop

Flagstone provides an online cash management portal which allows you to manage your savings across a panel of over 40+ banks. All of the banks on the platform satisfy a thorough due diligence process, with the financial strength ratings of every bank readily available at the touch of a button.

The hours spent trawling through comparison sites to find the best interest rates can be a thing of the past. Flagstone only requires one application to access hundreds of deposit accounts on the platform, with no further paperwork. One single tax certificate also makes administration much easier.

In just a few clicks you can quickly identify the best rates available. Not only when you first deposit, but every time a new interest rate becomes available on the platform. Meaning that you never miss an opportunity to get more interest on your cash.

By investing across multiple banks on the platform you can manage risk through diversification. All UK banks on the platform are covered by the Financial Services Compensation Scheme. Therefore, you can split your money across a wide range of banks with up to £85,000 in each account, protected by the government.

Flagstone is available to:

Private individuals

Business clients

Charities

Trust Accounts

Self-Invested Personal Pensions/Small Self-Administered Schemes

Flagstone requires a minimum cash deposit of £250,000. Flagstone also offers fixed term deposits for private individuals for savings between £50,000 – £250,000.

Flagstone is authorised and regulated by the Financial Conduct Authority.

To gain more interest, with less risk, please get in touch to find out more.

Flagstone Investment Management is authorised and regulated by the Financial Conduct Authority. (Reference Numbers 676754 and 605504)

Flagstone Investment Management uses bank level encryption to ensure that all of our clients’ sensitive information and documents are kept secure.

The video on this website is the proprietary collateral of Flagstone Investment Management, Calver Wealth Management have been granted permission to utilise this video.

Get in touch today to discuss Cash Management services