Banking & cash savings advice

Managing your cash has become a far more challenging matter these days.

Falling interest rates and a wide range of fixed, variable and sometimes complex cash savings accounts, require decisions to be made that may have very serious long-term consequences for your financial future.

We can help to explain these options and advise you on the best ones for your circumstances. We will help you set realistic short-term cash savings levels to cope with emergency requirements and short-term expenditure plans.

We can make sure that you take appropriate levels of risk both in terms of investment exposure, but also around being locked into accounts that offer poor returns which are not in your interests.

We can help with finding good current account facilities and where appropriate we will visit the bank with you to assist with any changes that you need to make.