Month: August 2020

  • IFA Cash Management Service

    IFA Cash Management Service

      Insignis, the cash solution for financial advisers and your clients   Insignis Cash Solutions offer an award-winning cash management service optimised for our IFA partners. We really want you to be able to deliver a reliable and holistic portfolio management service for your clients, and recognise the real need for simple, protected cash management…

  • “Do you take Dollars?” Dealing with clients with mixed currency assets.

    “Do you take Dollars?” Dealing with clients with mixed currency assets.

    “Do you take Dollars?” Dealing with clients with mixed currency assets. Holding cash assets in a variety of currencies can give your clients additional security through diversification and enable you to take advantage of opportunities in other locales without having to pay exchange fees. Management of cash in different currencies can be a time-consuming exercise and…

  • Harness Intergenerational Wealth with the Help of Cash

    Harness Intergenerational Wealth with the Help of Cash

    It’s undeniable that financial advisers have played a major role in helping older generations grow their wealth to unprecedented levels over the past few decades. We are also approaching the time when this wealth will be passed down in the largest predicted intergenerational wealth transfer the UK has ever seen. Intergenerational wealth transfer is widely…

  • Business Development with Accountancy Partners

    Business Development with Accountancy Partners

    The Insignis service represents a great business growth tool for IFAs looking to improve referral levels and increase business from their clients in the accountancy sector. We’re happy to present our product alongside our IFA partners, so contact us today to find out how Insignis can support you in growing your practice. Shoretail Finance is…