may, 2018

09may11:45 am2:00 pmLunch and Learn: Can Your Company Cash Work Harder For You?St James’s Place have launched an innovative cash management tool via ‘ Flagstone’ in order to help businesses/ individuals manage their cash deposits better.

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Event Details

Come along to this Lunch & Learn Event being held by David Keddie Wealth Management Ltd to find out how this could work for you or your business.

The familiar problems are as follows: –
1. Rates are still low with some business accounts paying little or nothing.
2. Inflation is 2.7% (Source: ONS March 2018) so cash in ‘real terms’ is losing value.
3. The financial services compensation scheme for deposits only guarantees £85,000 in the event of insolvency.
4. Administration – client feedback tells us that few have the time to open and close multiple bank accounts to reduce this risk.

To help businesses address these issues, St. James’s Place have introduced an innovative strategic cash management tool via Flagstone with the following benefits:

1. Market leading interest rates from challenger banks as high as 1.2% for instant access.
2. Diversification of deposits to reduce risk of having ‘all eggs in one basket’.
3. Easy administration.
4. You do not have to move your main banking facilities to take advantage of Flagstone.

The minimum holding is £250,000 and deposits can be held in sterling, dollar or euro accounts.

This service is available to limited companies, private individuals, pension funds, charities and trusts.

This lunch and learn event, held by David Keddie Wealth Management LTD on Wednesday 9th May, will go into more detail about how this could work for you and the benefits for you or your business.

It will also give you the opportunity to network and hopefully take away an idea that helps you.

Your personal invite card is enclosed detailing timings. Please confirm your attendance as places are limited .

Alternatively if this date is not convenient and you want to learn more please contact us in confidence to see how we may help.

Click HERE to find out more about Flagstone in this short video.

Time

(Wednesday) 11:45 am - 2:00 pm GMT

Location

Doubletree by Hilton

Kingsway West, Dundee DD2 5JT

Booking Link

Book now

Organizer

David Keddie Wealth Management Ltd

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