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Savings review for businessess with high cash reserves

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Savings review for businessess with high cash reserves

Hello Chamber Members,

I am a Chartered Independent Financial adviser based in Corby.

Most successful businesses hold more cash than they need on a day-to-day basis. This often sits within their business’s current account or an easy-saver account with the same bank.

This money can work harder for your business. I subscribe to a software package that can search all the banks and building societies for the best interest rates. These can be instant access. Or if you can lock part of the money away for a period of time, you can get slightly higher interest rates for 1-year fixed-rate bonds, two years or even longer. Most people blend their savings by maintaining some instant access and locking some away for better returns.

These are all savings and investment products with banks, so they come with zero risk and are protected under the Financial Services Compensation Scheme.

To help you with this, I need around a 30-minute meeting with you either online or face-to-face.

Yes, you could do this yourself using money supermarket or something similar. These portals only advertise the banks that pay to be on their portal. The software we use is the whole of the market. This will provide you with greater choices and maybe higher rates of return.

Why am I offering to do this for free?

I do this to meet new business owners that will need longer-term financial planning in pensions, investments, insurance, estate and succession planning. You are not obligated to use my other services following a savings review.

If you would like a review, use the following link to book in: https://meetings.hubspot.com/mark-scott/initial-meeting or give me a call at 07734031799

You can learn more about me at https://www.positiveadvisers.co.uk/mark-scott

I look forward to meeting you.

Mark Scott
Chartered Independent Financial Adviser