Member Article

Cascade Draws Partners Across The UK

Since launching it’s new portal, a North East based cash management company has spread its reach across the entire UK, thanks to a series of innovative partnerships.

Cascade Cash Management Ltd has enjoyed six years in business already achieving an important milestone last year when the company launched a new and unique online portal.

The new portal has increased revenue through the addition of new customer relationships in the form of savers and third-party advisory firms. It is these third-party advisory partners that have extended the reach.

Abby Turnbull was appointed as Partner Support Manager earlier this year, and she has been working closely with the new partners. She said:

“We are proud to be working with partners now from the South East, South West, Midlands, Yorkshire, the North East and Scotland. The portfolio grows on a weekly basis and it is exciting to see the returns they are achieving for clients.

“I have been concentrating on elevating our service and relationship management and to date now, we can actually boast to have administered over £700m of cash savings as a team.”

The Cascade team can administer funds on behalf of clients or depositors can use the portal to manage their own savings. Partners including IFA’s, solicitors, attorneys, accountants and many more can also self-brand the product for presentation to their own clients.

One such partner, Steve Balmer of David Allen Financial Services in Carlisle, said:

“Every time I have used Cascade so far, the service has always been great and we have always been responded to quickly. There is usually a perception with clients that a Financial Adviser will always steer them towards non-cash based investments, however this Cash Management service is a great way of introducing clients with an aversion to risk.”

Cascade is an independent and transparent service created to generate enhanced cash returns and increased protection on deposits through professional cash management.

The online portal is the only one of its kind in the UK allowing independent and unbiased cash solutions meaning that clients don’t have to choose only one bank. With the online portal and Cascade’s client support team, all banks are accessed quickly and easily, on a daily basis.

Managing director of Cascade, Dr Emma Black, said:

“We are delighted to be growing our partner base and Abby is doing a fabulous job ensuring they get the most out of our services for themselves and for their clients. Our assets under administration have grown by an impressive 2.74% per month since the launch of our online Portal and we are continually on the lookout for more partners to continue this positive trend. If you think you are a potential fit for us, please do get in touch and see how we can help!”

This was posted in Bdaily's Members' News section by Anna Toms .