Our services

A range of bespoke services to unlock the full potential of your finances.

ACHIEVE YOUR FINANCIAL AND LIFESTYLE GOALS

We recognise that different financial solutions are needed at different stages in life – saving for retirement, generating an income during retirement, or paying for care home fees, for instance. To help you achieve your goals, we therefore offer a wide range of bespoke financial planning and investment services.

Investments

Our wealth managers will take time to get to know you, then tailor a package that’s best suited to your needs – you can learn more about our various investment options here.

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Retirement

Whether you’re looking to build a pension for later life, or planning how to manage your capital as you start retirement, we offer a full range of services.

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Estate planning

We can help you to ensure that your wealth is passed on to the next generation in the most cost-effective way, and work with you to manage your Inheritance Tax bill.

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Long-term care management

With life expectancy increasing, our expert team will help you to identify and implement the best solutions for funding long-term care to safeguard your assets and quality of life.

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Cash management

Liquidity is essential when managing your financial lifestyle. Our Insignis cash management service has been designed to support this necessity alongside your current standing medium to long-term financial products.

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Cashflow forecasting

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WHAT MATTERS TO YOU

Our wealth managers will work closely with you to gain a full understanding of your own financial aims as well as your concerns, to create a bespoke personal strategy that works for you.

Our services

Investments

Retirement

Estate planning

Long-term care management

Cash management

Cashflow forecasting

About us

Our philosophy

Our approach