What is cash management

We know the difficulties faced when managing cash. Our service is designed to reduce the burden of time and hassle in managing cash deposit accounts.

The Dynamic Cash Managment service works with a range of client types, building bespoke portfolios which are built around unique client liquidity requirements.  Cash is actively managed to prioritise security and deliver consistently competitive rates of interest, while minimising administration.

Our client management team research and select the most suitable accounts for a client’s cash from the whole of the savings market.

We  only choose competitive accounts from reputable institutions for our clients. We move the money when rates change and new opportunities arise. We arrange the paperwork and we keep our clients informed.

The service provides the following:

Competitive Rates

Whole of markets account research.
Built-in check of maturity and bonus expiry dates.
Regular personalised views.

Due Diligence

Ongoing monitoring of over 165 institutions
Combined numerical rating
Ongoing review

Reduced Administration

Dedicated client manager
Forms prepared and pre-completed

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Privacy Statement

Dynamic Cash Management is provided by Gale and Phillipson Ltd. Gale and Phillipson Ltd are authorised and regulated by the Financial Conduct Authority (431387) and trade as Gale and Phillipson. The Financial Conduct Authority does not regulate Dynamic Cash Management, but all client cash is held with banks, building societies and National Savings & Investments who are authorised to accept deposits in the UK.