Becci Sutcliffe

Aim to maximise your cash savings

It might shock you to know that 28% of people hold their cash in interest-free savings accounts⁽¹⁾, receiving no return on their hard-earned money. Because under current rules a basic rate taxpayer can earn up to £1,000 in interest from their savings without paying tax, these people could be missing out on a significant financial boost that they could be enjoying.

This is even more relevant when you consider that the average person typically holds up to 25% of their available money on cash deposit⁽²⁾. So, by reviewing your cash and tackling any ‘lazy money’, you’ll be making a great start at getting your finances in shape and achieving longer-term financial security.

If your money isn’t working as hard as it could, I can help. By making it easy to access potentially better interest rates, I can help you to aim to maximise your cash savings – giving you more money to spend on the things you enjoy or helping you grow your money towards a longer-term goal.

¹ Building Societies Association Sept 2024
² The Lang Cat: Cash as an asset class survey June 2024

Cash on deposit advice is not regulated by the Financial Conduct Authority.

I know that life can be unpredictable, and financial planning isn’t one-size-fits-all and that’s why I take the time to listen, understand your needs, and build a strong relationship that’s based on trust and transparency. I have a passion for helping people and I pride myself on taking the time to truly understand your goals, values, and challenges and I want to help you prepare for any unexpected events life may throw your way as well as empowering you to make confident financial decisions at every stage of life.

My approach is holistic, focusing not only on financial success but also on the peace of mind that comes with knowing you’re prepared for whatever life brings. Financial planning can be overwhelming, but it doesn’t have to be. I’m here to simplify the process, listen to and support you along the way. No matter where you are on your financial journey, I’m committed to helping you feel informed, in control, and excited about your future. Let’s work together to build a financial future that reflects your dreams and goals.

I live in Aylesbury with my partner our three children and two boxer dogs. We lead pretty busy lives and when I am not helping my clients, you will generally find me on either a football, rugby or cricket pitch (in the summer) or at a cheerleading gym or competition somewhere around the country. Life is short and family time is extremely important to me which is why I know how important it is to my clients too. I pride myself on delivering a 5 star service to my clients and I look forward to working with you soon.