Introducers

Cash Solutions for Introducers

Cascade provides a specialist cash service you can confidently introduce to clients when they are holding significant sums of money.

As an introducer, your priority is protecting your client - and your reputation. You want any solution you refer to be clear, secure and professionally run, without creating ongoing involvement for you.

That is exactly what Cascade is designed to do.

One Simple Cash Service That Works in Many Situations

Cascade offers one core cash service that can be used whenever clients are holding money and need it looked after properly.

We help place client cash across established banks and building societies in a sensible, organised way - based on how long the money is likely to be held and how quickly it may be needed.

Money is always held in the client’s own name, never pooled or hidden within complex structures. Clients deal directly with their banks, and we support them throughout the process.

When Introducers Use Cascade

Clients Holding Large Sums of Cash

This often happens after:

  • A property sale.
  • An inheritance or estate administration.
  • A business sale or settlement.

Leaving large sums in one account can feel uncomfortable and exposes clients to unnecessary risk. Cascade provides a safe, structured solution you can introduce with confidence.

Money Set Aside for Tax

Clients often hold significant sums to cover tax liabilities.

Cascade helps keep that money safe and organised while earning interest until it is needed. The money remains easy to access, giving reassurance to both you and the client.

Property Transactions

When clients sell a property before buying another, large amounts of money can sit idle.

Cascade looks after these funds in between transactions, helping keep them secure and ready for use - without you needing to stay involved.

Trust and Estate Cash

Managing cash within trusts and estates can be complex and time-consuming.

Cascade helps trustees open the right bank and savings accounts and keeps cash clearly organised within the trust. This supports good administration and reduces stress for trustees and advisers alike.

Why Introducers Choose Cascade

  1. Protect your reputation: Transparent, client-owned cash structures.
  2. Add value easily: Solve a real client problem.
  3. No ongoing responsibility: We manage the service end-to-end.
  4. Better client outcomes: Safer, better-managed cash.
  5. Clear boundaries: You introduce, we deliver.

Cascade allows you to help clients without taking on extra work or risk.

A Clear Referral Relationship

Once a client is introduced, Cascade takes responsibility for delivering the service and supporting the client directly.

There is no expectation for you to remain involved, and no blurring of roles. Your client is looked after professionally, and your relationship remains protected.