Who we help
Starting out
Our number one insight?
Start before you’re ready.
When you’re starting out, it’s natural to think you’re not ready. You don’t need to have your whole life planned out, but putting things in place now will give your money more time to grow, and give you more choices later. Getting your financial planning in place early is an excellent start.
It may seem time-consuming or daunting, but you don’t have to plan on your own. It’s our job to help you take your first steps with a financial plan that works for you.
It doesn’t mean sacrificing your lifestyle today. It means deciding what to spend, save, repay and invest with a better understanding of what each choice means for you.
Peace of mind for now and the future.
Bardhe was referred to me by one of my clients and I’m so glad she was. She is incredibly helpful, highly knowledgeable, and clearly very passionate about what she does. It’s obvious that she genuinely wants the best for her clients.
Bardhe has helped me invest my money wisely to plan for both my future and retirement. As a business owner and self-employed individual, she also guided me through arranging an income protection policy, which has given me real peace of mind.
An adviser that knows you.
Many people seek financial advice online, which is why we’ve seen the rise of the unregulated finfluencer. Some of their advice may be useful, but much of it is not, and it can be hard to tell which is which. That’s where our training and professional accountability really make a difference.
Finfluencers can only give you generic ideas. They don’t know you, so they can’t tell you what makes sense for your income, responsibilities, priorities and plans.
We give advice based on you.
Answering your questions.
- Am I saving enough?
- Should I invest or keep more money in cash?
- How much should I pay into my pension?
- Should I buy a home now or wait?
- How much should I keep for emergencies?
The biggest mistake I see isn’t people making poor financial decisions. It’s people waiting because they think they need more money before they start planning. Starting early gives you more time to build savings and adjust your plan as your life changes.
How we help.
We start with what’s happening in your life and the decisions you’re making now. That could be advice on savings and pensions, arranging a mortgage, or setting up insurance for your dependants.
As your circumstances change, Insight also provides tax and estate planning advice when you need it. We’ll explain the options, tell you what we recommend and put the agreed changes in place.
How we’ll work with you.
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.
