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Investing corporate reserves

We help our corporate clients including businesses, charities and other organisations invest their liquid cash and reserves prudently for the potential of better returns.

Many companies simply hold cash in bank or building society deposit accounts if they have no immediate plans for it and substantial sums may build over a number of years.

The instant access and relatively safe (but modest) returns offered by deposit accounts may be a reasonable default position, but it’s becoming less attractive with low interest rates and rising inflation.

Given these factors it has meant many companies need to look at other investment for their liquid assets.

Our financial planners will explain the options available and make recommendations which are suitable for your company’s investment objectives.

For further assistance, please contact a member of our team below:

  • Chartered Insurance Practitioner

    0151 2552300
    Liverpool
  • Chartered Financial Planner

    0151 2552300
    Liverpool