Partners
Cash Solutions for Advisers and Partners
Cascade provides a professional cash service you can rely on when clients are holding significant amounts of money.
Cash appears in almost every client relationship - from business sales and inheritances to trusts, tax bills and property transactions. Yet managing cash well is time-consuming, operationally heavy and risky to do in-house.
Cascade exists to take that responsibility off your desk.
One Core Cash Service - Built Around Your Clients
At the heart of Cascade is a single, flexible cash service that can be used across a wide range of client situations.
We help structure client cash across different banks and savings terms, based on:
- How quickly the money might be needed.
- How long some of it can be set aside.
- How much protection is appropriate.
Client money is always held in the client’s own name, not pooled or hidden within platform structures. We monitor the market daily and support sensible placement of cash, removing the need for you to track rates, providers or account rules yourself.
How Advisers and Partners Use Cascade
Supporting Clients Holding Large Cash Balances
Clients often hold significant cash following business sales, inheritances or other life events.
Leaving this money in a single account exposes clients to unnecessary risk and creates uncomfortable conversations. Cascade provides a clear, structured solution that helps clients spread cash safely while decisions are made and helps you demonstrate good stewardship.
Managing Money Set Aside for Tax
Money held for tax is often left untouched for long periods.
Cascade allows clients to keep tax money safe and accessible while earning interest in the meantime. This removes the need for ad-hoc arrangements and gives you confidence that the money will be there when required.
Property Transactions
Property sales and purchases often leave large sums sitting in limbo.
Cascade looks after cash between transactions, helping keep it secure, organised and ready for completion. This reduces risk and stress for clients, without adding work for you.
Trust and Estate Cash
Cash held within trusts and estates can be difficult to manage and administer.
Cascade supports trustees by helping open appropriate bank and savings accounts and structuring cash clearly within the trust. This simplifies administration and helps advisers and partners work more effectively alongside trustees and legal professionals.
Attorney, Deputy and Vulnerable Client Money
When clients are acting under a power of attorney or court appointment, the responsibility is significant.
Cascade provides a clear, transparent way to manage cash on behalf of others, helping ensure money is protected, accessible and easy to account for. This supports good governance and reduces risk for everyone involved.
Why Advisers and Partners Choose Cascade
- Save time: No need to monitor rates or manage accounts
- Reduce risk: Cash spread across banks, held in clients’ own names
- Improve client experience: All assets looked after, not just investments
- Strengthen relationships: Clear, confident conversations about cash
- Differentiate your proposition: A professional cash solution few offer
Cascade gives you a specialist cash capability without adding operational burden or diluting your core service.
A Clear and Simple Relationship
You remain the trusted adviser or professional partner. We deliver the cash service.
Cascade works alongside you in a clear, well-defined way - providing specialist support where it’s needed, without taking over client relationships or creating ongoing demands on your time.
In Simple Terms
- You introduce or recommend Cascade when clients hold cash.
- We manage the cash professionally and transparently
- Clients benefit from safer, better-managed money.
- You save time, reduce risk and strengthen your proposition.
That’s how Cascade supports advisers and partners.