Why Dynamic Cash Management?

It's so simple

After the initial setup we do the majority of the work for you, moving your money between institutions and accounts to maximise your savings return. As the accounts are in your name we may occasionally require you to sign pre-prepared forms or perform other similar tasks.

It's secure

All the accounts we open are in your name and we spread your money between different institutions to make more use of statutory investor protection. We also monitor institutions on a regular basis to ensure they still meet our strict criteria for institutional security.

You're in control

Whether you want instant access to your money, or would prefer to avoid certain institutions for ethical or other reasons, we can tailor your portfolio of accounts to match your requirements

We keep you informed

You can see where your money is invested at anytime using our online client portal OmniView®. We also provide paper statements and an annual consolidated tax statement.

You're in safe hands

Established in 1984 jonathanfry plc has developed a reputation for providing excellent customer service and innovative and holistic wealth management solutions. We are a regular contributor to the press and television. Dynamic Cash Management has been featured in the Sunday Times and the Financial Times.

Click here for recent examples of press and media articles.

It's cost effective

We pride ourselves on our low, transparent charges. The charge for the Dynamic Cash Management service is 0.3% pa with a minimum charge of £150 per quarter. Any commission received by us is used to offset your service charge and there are no hidden costs.