What We Can Do For You

Insight Financial Associates has over 400 years combined experience and brings a ‘wealth’ of expertise in financial services across the board. Insight specialises in top-level and impartial advice across the complete financial portfolio. These include ...

Investments

We have the knowledge, creativity, advice and expertise to guide you through the myriad of choices for the best investment opportunities to suit you! Creating wealth for you is our business.

In all financial climates, it is advisable to review your investments to ensure they still match your risk profile and remain suitable for you.

The value of units may fall as well as rise and past performance is not necessarily a guide to future performance.

Pensions

We look to provide you with the most tax efficient and cost effective method of providing you with the income YOU want in retirement. We can provide you with comprehensive advice and guidance with regard to a wide range of pension options, which include: personal, group, executive, stakeholder and self-invested pension schemes.

We believe, in all financial climates, it is advisable to review your pension to ensure it still matches your risk profile and remains suitable for you.

Protection

Many people protect their personal possessions, their homes, its contents and arrange travel insurance cover for holidays however, many people do not stop to think about protecting themselves, their business and their family. Surely you and your family are far more important – we think so.

The good news is we can provide you with the advice and guidance you need to protect yourself and your family against the financial pressure of unforeseen events and circumstances.

Taxation advice

Inheritance Tax is often termed as voluntary tax and with our advice and guidance, we could help you reduce your IHT bill – you have worked too hard to leave the future of your family to chance!

We can advise you on investments and plans to protect your family’s inheritance from the taxman, so your family, not the taxman can ultimately benefit.

Through our sister company, Foresight Estate Planning and Will Writing, your adviser will provide you with the advice you need in this area to secure your estate and provide maximum benefit and peace of mind to you and your family.

Estate Planning and Will Writing is not regulated by the Financial Conduct Authority.

To arrange your Complimentary Financial Review either contact us on the details provided below, or request a financial review.