Month: June 2019

  • Harness Inter-generational Wealth with the Help of Cash

    Harness Inter-generational Wealth with the Help of Cash

    There is no doubt that financial advisers have played a huge role in helping older generations grow their wealth to record numbers over the past few decades. Yet, we are approaching a time when this wealth will pass hands, in the largest predicted inter-generational wealth transfer the UK has ever seen. Inter-generational wealth transfer has…

  • Insignis offers new products from Shawbrook

    Insignis offers new products from Shawbrook

    We’re delighted to offer our clients new products from Shawbrook Bank. With this new product offering, we are able to offer clients a greater range of choice across our banking panel. Through our platform, Shawbrook are offering a new Easy Access product for individual clients as well as a 1 Year Term product, designed especially for SME clients. Paul…