December 2024
Merry Christmas & a Prosperous New Year!
Welcome to December! As the year draws to a close, I hope you are enjoying the festive spirit and reflecting on a productive year. This month is an ideal time to finalise your financial goals for 2024 and prepare for the opportunities 2025 will bring.
With tax deadlines on the horizon and new investment opportunities emerging, it’s crucial to ensure your financial plans are well-ordered. Taking advantage of your allowances and setting new goals now can set you up for a successful start to the new year.
Amidst the holiday hustle, remember to take time to recharge. Whether you’re enjoying winter walks, spending time with loved ones, or just savouring a quiet moment with a warm drink, finding balance can make the season truly enjoyable.
As always, we’re here if you have any questions or need assistance.
Merry Christmas and a Happy New Year!
Jason Howard
Managing Director
These are just some of the ways we have enhanced our business in recent weeks and months.
Purchased laptops for staff
About 95% of our staff can work from home, including your adviser and their support team, being able to give you great service.
Video Conferencing with Microsoft Teams
Travel is restricted, but we have been able to hold more meetings with clients than ever before by means of a video conference meeting.
If you haven’t yet had a Microsoft Teams meeting and would like to meet with your financial adviser, please let us know.
Personal Finance Portal (PFP)
This is a very exciting development for us.
With PFP, we can send you documents securely, show you the financial plans you hold with us and much more. It allows you to take control of your finances by being able to update all your financial assets, property values, banking details, cashflow modelling – it can be as simple or comprehensive as you like.
It is now our preferred way of sending secure documents to you.
Electronic Signatures
We have started to use electronic signatures on our documents through Docusign. At Insight, we do not require wet signatures for any of our internal forms
We have found that some providers are still catching up on this and we continue to receive updates from them on how they are embracing technology in this area too
Electronic Valuations
We are working with providers to give us daily or weekly valuations of plans which automatically update our back office system, Intelligent Office (IO). IO works alongside PFP, allowing you to view these valuations for yourself.
The accuracy of data is important to us though and we must make sure everything is correct behind the scenes and your adviser’s team is working hard to deliver this.
We are extremely pleased with all the technological advances we have made as a business in recent months, to the extent that we will not be going back to our old way of doing things, even after some kind of normality has been restored.
We look forward to continuing to work alongside you, with our being able to do so because Insight has embraced technology in a changed world.
Sound financial advice with Insight
Insight Financial Associates are a company with the security of your financial future at the heart of all we do. As a specialist investment adviser, managing your wealth with Insight means that you can create a comprehensive portfolio of investment, without the challenges presented by managing your investments alone.
Our client-centred approach means that we work alongside you to identify and realise your full investment potential, securing your financial future through both wealth creation and asset preservation.
With Insight Financial Associates, you can rest assured that your financial affairs will be managed in a clear and concise manner; one that ensures transparency throughout and that will be delivered via friendly, non-obligatory, and – most importantly – impartial, advice. Contact us now and see how we can help you in achieving financial freedom.
Insight Financial Associates - building better relationships throughout Norwich and the UK
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.
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.
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Contact your nearest office today and begin your financial journey.
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