The Insight Group
Insight started as an independent financial advice firm. As the business became established, we saw an opportunity to broaden our capabilities with mortgages, protection, accountancy, tax, wills, estate planning and legal work.
Specialist businesses within the Insight Group.
Your financial adviser can bring in specialists from our group when needed, share information more quickly and easily, and coordinate their advice. The Insight Group unifies all these services, so you won’t have to manage several separate advisers yourself.
The insight group includes expertise in financial planning, inheritance tax, mortgages, protection, wills and estate planning.
Foresight Estate Planning & Will Writing.
As part of your financial plan your Insight adviser may recommend having a will written.
Typically solicitors work across a broad range of legal matters, but Foresight focuses solely on wills and estate planning. That singular focus gives them deep expertise in this area, helping our clients put the right plans in place for the future with confidence.
Foresight is a member of the Institute of Professional Willwriters, and its legal work independently reviewed by Acer Prime Law.
Working with Insight
Estate planning is an important part of your financial plan, affecting inheritance tax, investments and the money you plan to give or leave. When you need to have those conversations, your Insight financial adviser will bring in an expert from Foresight. Foresight’s specialists can help advise you on wills, probate, trusts, powers of attorney, and estate planning.
Insight Private Finance.
For most people, a mortgage is the biggest financial commitment they make.
Your financial adviser can show you how much income is left to enjoy, invest or put into a pension. It’s clear that a mortgage will affect your finances, so when you need specialist mortgage advice, our mortgage broker, Insight Private Finance, is available as part of our group.
They offer advice on first-time purchases, home moves, remortgages, property investment, bridging loans and equity release (lifetime mortgage).
Working with Insight
Insight Private Finance will work with you and your Insight financial adviser to help you choose and arrange the mortgage that works best for you, while also advising on protection for your home, income and lifestyle.
Insight Accountancy Services.
Helping individuals, business owners and property investors manage their accounts and tax affairs.
The team provides accountancy, bookkeeping, payroll and tax advice, with particular experience in property and landlord accounts. They can help you understand what you owe, plan for upcoming tax bills and make decisions about your business or property with a clear view of the tax implications.
Working with Insight
Your Insight financial adviser can bring in accountancy expertise when you need it. That could include taking money from a business, planning for retirement, investing through a company or deciding how to hold or sell property.
Our specialists can advise on your accounts, tax returns and planning, and property investor tax advice.
Businesses that support our professional work.
Acer Prime Law.
Acer Prime Law is an SRA-regulated law firm providing legal drafting and technical legal work to other businesses, with Foresight included among its clients. Acer is the legal services provider of choice for the Institute of Professional Willwriters.
- Legal drafting
- Trusts
- Professional legal support
Premier Trust Corporation.
Premier Trust Corporation provides professional executor and trustee services.
For probate, it can support executors for a fixed fee or take responsibility for the full administration of an estate. It also acts as a professional trustee, with much of its work involving larger trusts.
- Estate administration
- Executor services
- Trustee services
Let's talk.
You don’t need to arrive with everything organised or know exactly what advice to ask for. We’ll start with what’s happening in your life.
