The key to competitive savings rates for your clients
When your clients turn to you with their savings management requirements, as industry professionals you are faced with a dilemma. Helping your clients achieve a competitive return on their hard earned cash can be time-consuming and may not be cost effective.
To find out how DCM can ease the burden of savings management, call one of our Savings Specialists on 0345 094 2255 or Arrange a call back and we’ll get in touch. Alternatively, you can Produce an illustration for your client or Refer your client to start a new application.
Why choose Dynamic Cash Management?
Become a Partner
We have been working with Professional Firms for many years, to provide a savings management solution that works for you and your clients. Our Partnership Programme is open to Financial Advisers, Accountants, Solicitors, Estate Agents and other Professional Firms. Our Partnership Programme offers various benefits, including a strict non-compete guarantee.
Benefits of becoming a partner
- Strict non-compete guarantee
- Bespoke fee options
- White labelled factsheets
- White labelled rate and Illustration tool for your website
- On-site training and presentation
- Access to our Online Portal
- Dedicated BDM with ongoing support
- Dedicated Client Manager for you and your clients
To receive a copy of the Professional Introducer’s Agreement, register your interest here.
The Latest Rates
*Approximate rates currently available based on Private Client DCM bespoke portfolio of £250,000. Rates may vary depending on your individual circumstances.
Produce an illustration
We have produced an illustration tool which shows you just how hard your client’s savings could be working. The tool provides a free report which is indicative of what we might achieve when we first invest a client’s money based on accounts currently available.
View our latest rates
Our latest rates for all accounts
are updated regularly.
Create a bespoke illustration to show how hard your client’s savings could be workingProduce illustration