Do you have large amounts of cash in the bank? 🤑 Not sure what to do with it? 🤔

Maybe it's come from an inheritance and there are emotional considerations with the money.

Or, maybe you have a surplus each month that has just built up over time.

As a general rule of thumb, we recommend that you have between 3 and 6 months' worth of expenditure in accessible cash. Plus, anything you plan to spend in the next 5 years (new car, holiday, kitchen etc.)

Thereafter, we'd suggest a conversation with a financial adviser to discuss how to make the best of any excesses.

We can give you peace of mind when it comes to your cash holdings and investment plans.