Member Article

Cascade Grows Thanks to Success of Portal

Cascade Cash is delighted to announce the expansion of the team on the back of the success of the new portal, which has brought in over £85m worth of deposits since launching earlier this year.

Headed up by Dr Emma Black, Cascade Cash Management is an independent and transparent service that generates enhanced cash returns and increased protection on deposits. The company is going from strength to strength.

The now eleven strong team is made up of financial experts and economists, all of whom have a expertise in getting the best returns from cash deposits. The latest to join is 23-year-old Luke Roberts.

Luke has joined the team whilst studying at Northumbria University. Currently in his second year, Luke has a passion for Economics and is getting a foot in ahead of competition, working whilst studying.

Cascade works directly with clients, but also works with partners and introducers too, be they IFA’s, fund and wealth managers, solicitors, pension experts or other advisors. In his role as client support assistant, Luke works closely with each of these, gathering the best rates and offering advice and illustrations on potential returns.

He also monitors accounts, ensures customer service is of top quality and watches the savings rates from financial institutions each day. Luke said:

“The job is varied and fast paced. We hold a great responsibility to enhance security and get returns on deposits. Our reporting and advice is detailed and of a high quality too, so it is a demanding role. That said, I really enjoy it and am very proud to be part of such a dynamic team and business.”

The central administration support team is based in Newcastle, a hub for the savings administration for many financial institutions, with the management team covering the length and breadth of the country. Dr Emma Black said:

“Our portal has secure log in and a comprehensive dataset using unique optimisation and technology that administers bespoke cash portfolios in seconds.

“Above the good interest rates, Cascade improves the term structure (from instant access up to five years) while also allowing the desired degree of protection under the Financial Services Compensation Scheme or European equivalents. The service has been designed carefully so that our clients can have peace of mind that their cash savings are directly held with regulated financial institutions, with no money ever passing through Cascade Cash Management. Advisers and their clients can layer the level of support they desire and we also offer a full management service.

“Our expansion and Luke joining us marks a new stage in our success, where we are poised to grow quickly, whilst ensuring the best service at all times! We are positive Luke will be an exceptional addition to our specialist team.”

This was posted in Bdaily's Members' News section by Sophie Isobel .