Deposit Sense company information, Employees & Contact Information

Company Details

Employees

2

Founded

-

Address

Crewe, Gb

Phone

+44-127-087-8702

Email

in****@****e.co.uk

Industry

Financial Services

NAICS

Finance and Insurance

Monetary Authorities-Central Bank

Website

depositsense.co.uk

Keywords

Providing Financial Advisers (FPs) and Financial Planners (FAs) how to help their clients to Maximise and protect the Value of their Cash, Showing FAs and FPs how to build bespoke Cash Deposit portfolios for; Individuals, Businesses, Charities, Power of Attorneys, Pension Schemes, Clubs and Associations., Showing FAs and FPs how to select Banks and Building Societies based upon their Financial Strength Ratings when building a portfolio of Cash Deposits for their Clients., Educating FPs and FAs on how to understand the new Financial Reporting Requirements of Banks and Building Societies to compare the Financial Strength Ratings., Showing FAs and FPs how to build 100% FSCS Protected Cash Deposit Portfolios for Clients with more than £85, 000 in the Bank or Building Society, Showing FAs and FPs how to check whether or not the Cash of their Business Clients Qualifies for the Protection of the Financial Services Compensation Scheme, Training FAs and FPs on how to Maximise and Protect the Value of Cash their Clients hold in their Clients hold in a SSAS or SIPP., Training FAs and FPS on how to deal with Cash held on Deposit by Businesses and Charities that do not qualify for the Protection of the Financial Services Compensation Scheme., Helping FAs and FPs to work with Power of Attorneys to help them Maximise and Protect the Value of Cash they manage for someone lacking the capacity to look after it themselves., Training FAs and FPs on how to build the Management of Cash into their Financial Planning Processes., Training FAs and FPs on how to generate more Regulated Business through the Management of Cash, Training FAs and FPs on how to use the Effective Management of Cash in the Care Planning Process to enable Vulnerable Clients to make the most effective Financial Planning Decisions..

HQ

Crewe

Competitors

Trusted Financial Adviser, iAM Compliant, TLA, Money and Me Solicitors, Amber River SFIA, BDWM Wealth Management, Roots Research, Rebump, Bankbrokers, Corporate Deposits and Investments Private Limited.