It is not always easy to know the best place to keep surplus funds. You naturally look for the best performing accounts, but you also want to minimise any risk. You might need to split the funds into many different accounts to find the best solution.
We work with you to find the best solution for your needs, taking into account financial strength and your objectives. We will find you the right accounts, diversify cash holdings to lower risk, whilst taking advantage of the most competitive interest rates.
We deal with the administration to open and maintain the accounts and regularly review the holdings.
Recently, thanks to our financial advice, one of our clients received over £100k p.a. in additional interest. We achieved this by moving funds away from a poorly performing bank account, and into a number of different accounts. We also met his objective of mitigating risk and maintaining ease of access.
Whatever your needs or level of funds Buzzacott Financial Planning promises to find you the best solution.