Professional Introducer

Professional Introducer

The key to competitive savings rates for your clients

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.


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.

Register your interest

The Latest Rates

*Approximate rates currently available based on Private Client DCM plus portfolio of £250,000. Rates may vary depending on your individual circumstances.

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Arrange a call back

Arrange a call back

Call us on 0345 094 2255
or email us at

Contact Us
View our latest rates

View our latest rates

Our latest rates for all accounts
are updated regularly.

View Rates
Produce Illustration

Produce Illustration

Create a bespoke illustration to show how hard your client’s savings could be working

Produce illustration