Your Personal Finance Portal
Your data security is our priority, therefore we are improving and enhancing the way we communicate with you.
We now have an online portal where all documents will be sent securely. Once registered, we will also be able to give you extra benefits which you can see below.
Secure Document transfer and storage
All communications containing personal information will now be sent to you via the portal. You will have online access to your new applications and compliance documents and be able to electronically sign and return them. You can also upload any documentation your adviser may require through the portal. Recommendation Reports and documents being sent in the post will be a thing of the past.
Personal Finance Portal Guide
Helpful video tutorials to show you how Your Personal Finance Portal works...
Personal Finance Portal Added Benefits
Three more reasons to use 'Your Personal Finance Portal'
Income & Expenditure
You can update your income and expenditure through the portal. This will allow your adviser to review your circumstances in advance of your next review. Contact information and details can also be kept up to date on the portal.
Secure Direct Messaging
PFP has a built in secure messaging facility for you to communicate safely with your adviser. Your adviser will be able to respond to you directly through the portal. If necessary an appointment can then be organised.
Online Portfolio Valuations
We have been working with several of our providers and are now able to provide valuations on certain plans and products*. This is something that can be confirmed at your next review meeting.
Register now to access this and more features of Your Personal Finance Portal
Say hello to the Insight group of companies...
Insight Financial Associates
With our forward-thinking approach and combined professional experience, Insight brings together an unrivalled ‘wealth’ of expertise and knowledge in financial services. The independent status enables us to provide an impartial and individual service to our valued clients.
Property Investor Partnership
We are specialists in securing high yield property investment opportunities that will generate surplus income and achieve long term capital growth. We introduce investors to Solicitors and Mortgage Brokers who specialise in investor property purchase. Our clients are supported every step of the way, from reservation through to securing the first tenant.
Insight Private Finance
We are experts in securing finance for a broad range of properties for either residential or investment purposes. We can advise you on insurances to protect your home, income, lifestyle and for landlords to protect their property portfolios.
We manage and review an employer’s benefits scheme including group pensions, death in service and income protection, enhancing current arrangements where possible. Our Auto Enrolment “Health Check” helps keep firms compliant with The Pension Regulators requirements.
Foresight Estate Planning & Will Writing
We specialise in the preparation and drafting of Wills, together with a wide range of other legal services, including the setting up of Trusts (both life-time Trusts and post death Trusts) and Powers of Attorney.
Insight Accountancy Services
We give guidance and advice around personal or business taxation queries. We can guide you through the administration side of book-keeping and completing tax returns in a timely manner, providing security in knowing that all elements of your finances are in good order.
Insight IFA – Helping you achieve your financial freedom!
Insight Financial Associates maintain an open and friendly relationship with our clients. Our aim is to 'take the fear out of finance' by offering the very finest financial advice that delivers results time and time again.
All the information about us and the philosophy behind who we are.
Meet the Team
Insight Financial Associates advisers and marketing team.
Contact your nearest office today and begin your financial journey.