Find your most Trusted Financial Adviser

Cash Management  • Investments  • Pensions  • Mortgages  • Insurance  • IHT  • Estate Planning  • Tax Planning

Find a Financial Adviser near YOU

(You do not need to provide any personal details to find a Financial Adviser to suit your needs)

Maximising and protecting the value of your cash is purely about good financial planning practice

It should be the first thing you understand, before you do anything else

The financial advisers on this register will do this for you


Why use Trusted Financial Adviser

Understanding and managing the value of cash should be an integral part in any financial planning process.

Whether you are after retirement planning, investment portfolio management, releasing equity from your home or looking for help in managing and planning for your care in later life, understanding the value of your cash can make a significant difference to the decisions you might make.

An independent register of Financial Advisers and Financial Planners that will help you to maximise and protect the value of your cash.
Maximising and protecting the value of your cash has a significant impact on the overall value of your financial planning goals and outcomes.
Get the best rates of interest form the whole of the UK deposits market.
Get the highest level of FSCS protection from UK based banks and building societies.

Financial Security for You

Peace of mind, financial security and financial certainty always starts with maximising the value of your cash.
Most financial advisers have no interest or concern about how you should manage and protect your cash.
Every financial adviser and planner on this register has access to research on the entire UK SAVINGS MARKET from UK based banks and building societies.
The financial adviser and planners on this register only use UK based banks and building societies that are protected by the Financial Services Compensation Scheme.
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Financial Choice for You

The financial advisers on this register have access to research on the entire
UK SAVINGS MARKET
from all retail banks and
building societies

Investor Cloud

Financial Insights for You

Why Cash is Important
for the Financial Planning Process
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Video
The Importance of Cash Management for Pension Cash
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Video
The Importance of Cash
in Equity Release Analysis
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Video
The Importance of Cash
in Care Fees Planning
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Video
Why Accountants and Solicitors should only work with Financial Advisers that maximise the value of cash
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Video
The Importance of Cash Management for Businesses
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Video

Referral Risk Mitigation for Accountants and Solicitors

An independent register of Financial Advisers that will help your clients to maximise the value of their cash and cash and will make sure it is protected by the Financial Services Compensation Scheme (FSCS).
Maximising the value of cash mitigates the impact of inflation risk.
Protecting cash with the benefit of the FSCS mitigates potential loss of capital.
Referring your clients to a Financial Adviser that will help them to maximise the value of their cash mitigates risk and therefore protects you in the referral process.
Some businesses do not qualify for the protection of the FSCS. Referring these clients to a Financial Adviser that will help them to manage their cash will help them to manage this risk effectively.