Your Personal Finance Portal

Insight Financial Associates

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.

Your Personal Finance Portal

Personal Finance Portal Added Benefits

Three more reasons to use 'Your Personal Finance Portal'

Income and Expenditure

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 Messaging

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.

Financial Portfolio

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

*Provider dependant

Our Companies

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. 

penvest

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.

Looking for a little more insight?

Make an appointment with Insight Financial Associates today!

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.

About Insight IFA

About Us

All the information about us and the philosophy behind who we are.

Meet the Team

Meet the Team

Insight Financial Associates advisers and marketing team

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