Why Do You Need A Cash Management Strategy?
Cash is an asset that Financial Advisers often ignore and yet it is incredibly important.
Having the right amount of cash on hand ensures that you are not forced to access your investments or pensions at precisely the wrong time.
The problem though is as it always has been the value of cash accounts struggle to keep pace with the rate of inflation!
Just because you can’t guarantee to beat inflation, that’s no reason just to give up.!
We put together cash strategies for our clients and research the best accounts available to make sure that your cash works as hard as it can while still being available when you need it.
Maximise Your Returns
We pinpoint the top cash and savings accounts so your money works harder for you.
Cash When You Need It
A mix of instant access and fixed rate account helps you to avoid needing to access your investments or pensions at the worst possible moment.
Maximum Protection
With our software we are able to ensure Your cash is distributed across multiple UK banks, ensuring robust FSCS protection where that's imprtant to you.
Our Cash Management Strategy Service
A well-crafted cash management strategy is a cornerstone of sound financial planning.
If we are constructing a financial plan for you the cash management strategy is simply included … if you have made your own plan and just need our help with the Cash Strategy it as a standalone service.
Ready to Secure Your Savings?
About Bloomfield Financial
Bloomfield Financial is a proud family-run firm rooted in the North East. Our commitment to providing honest, bespoke advice has helped countless individuals and businesses secure their futures. Our local expertise and independent approach ensure that every recommendation is tailored specifically to your unique circumstances.

FAQs, Appointment Booking, Legal Bits, Costs Etc.
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Whose Products & What Services Do We Offer?
We offer advice and information based upon a whole of UK market analysis.
We will analyse all of your cash savings plans, work with you to work out how much you need to access and when and then provide you with a report that details where you can get the best rates and how to apply for them to optimise your returns from deposit accounts.
What Will You Have To Pay For This Service?
We will advise and make a recommendation for you only after we have assessed your needs.
A fee of £250 is payable for producing a report designed to optimise and maximise the return from your deposit savings accounts. Implementation of the plan will be your responsibility.
If we are providing you with ongoing advice concerning pensions or investments we will provide this service on request for free so long as it is provisioned at the same time as the other service or review is being provided.
When & How Will You Have To Pay For This Service?
This fee will become payable when the service is delivered
Payment can be made by
- Bank Transfer
- Cheque
- Direct Debit