Cash Management

It’s time consuming and frustrating for businesses to keep their cash in competitive accounts, especially when corporate accounts pay little or no interest.

While investment may not be on your agenda at the moment, there are still lots of ways to make your money work harder for you. We take the time to get to understand your financial goals and can assist you with locating the best accounts and competitive rates, and regularly review your resources to make sure your cash is in the right place at the right time.

Our advisers work with you to:

  • Understand your financial goals, your attitude to risk and the amount you want to hold in cash
  • Place your cash to ensure you earn consistently competitive interest
  • Make sure your cash is with a secure institution and is regularly reviewed

Tait Walker Wealth Management is a trading style of Tait Walker Financial Services Ltd which is authorised and regulated by the Financial Conduct Authority.  Company Number 5674020. Incorporated in England.

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