Cash Management

Improve returns and reduce risk on your ash deposits with minimal effort

Are you getting the best interest rates from your bank?

The market share for the top five UK banks is a staggering 82.6%, despite the fact there are over 150 banks taking deposits in the UK.

Keeping up-to-date with new bank accounts and constantly changing interest rates is a persistent

challenge that most people just don’t have the time or appetite for.

Coole Bevis Wealth Management have joined with Insignis Cash Solutions to deliver bespoke cash solutions to our clients, whether you’re an individual, business or charity.

With an Insignis Active Cash Management Plan, they will take care of your cash management for you. They’ll get competitive interest rates for your cash deposits across a variety of banks with a single sign-up procedure.


FSCS Protection – Government-backed FSCS protection eligibility of up to £85,000 per individual for each account opened (FSCS deposit protection is linked to a maximum amount per banking group licence.)

One-time sign up process – The gateway to multiple savings accounts ensures access now and in the future.

A managed account – Ongoing management and pro-active communication means you get better returns for your cash.

Large banking network – Gain access to hundreds of savings accounts with a variety of term options to meet your liquidity requirements.

Your money – You remain the beneficial owner of your money regardless of how many savings accounts you open.

FCA authorised – Insignis is independent and fully regulated by the FCA under the new payment service.

Find out more

If you’re ready to get started with the Insignis Active Cash Management plan, fill in the submission form below.

The Insignis team will return a bespoke illustration.

All illustrations include a breakdown of the fee, the blended rate and level of FSCS protection. They also include a unique reference for records. You voluntarily choose to provide personal details to us via this website.  Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.  You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

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