In today’s financial climate, impartial financial advice is now more important than ever. I would therefore recommend that you seek the advice of Insight Financial Associates by arranging a complimentary financial review. – Patrica Ellis, MD, Onyx World

Onyx World has chosen to partner with Insight Financial Associates, the financial experts focussed on asset preservation and wealth creation. Insight Financial Associates have over 100 years combined experience and bring a “wealth” of expertise in financial services. Insight specialises in top-level and impartial advice across the complete financial portfolio. Their personal, informed and specialist service includes:

Onyx World work in partnership with Insight Financial Associates Limited who are authorised and regulated by the Financial Services Authority.

We can help you secure a brighter financial future for you and your family!

Arrange your complimentary financial review NOW!

Effective Retirement Planning

At Insight, we are devoted to helping you achieve optimum financial success to enable you to work towards achieving financial freedom, so you can do what you want, when you want to do it! We look to provide you with the most efficient and effective scheme for you. By offering to review these, we can help you ensure you maximise the benefits you can achieve at your retirement age, thereby ensuring you can afford the retirement plans you have made.

We can provide you with comprehensive advice and guidance with regard to a wide range of pension options, which include: personal, group, executive, stakeholder and self-investment pension schemes.

In all financial climates, it is advisable to review your pension to ensure it still matches your risk profile and remains suitable for you. Our mission is to ensure our clients receive the best in advice, service, product knowledge and expertise.

If an effective and well performing pension is of utmost importance to you, your family or your staff, then we can help. We appreciate that most people have difficulty understanding this complex area and therefore our expertise can become your financial reward.

Arrange your complimentary financial review NOW!

Make Wise Investment Choices

Investing your money is easy – Investing your money wisely requires expertise.

We can add considerable value to you and will advise you on ways to improve the potential of your investments. Creating wealth for you is our business!

We have the knowledge, creativity, advice and expertise to guide you through the myriad of choices for the best investment opportunities to suit you!

In all financial climates, it is advisable to review your investments to ensure they still match your risk profile and remain suitable for you.

The value of units may fall as well as rise and past performance is not necessarily a guide to future performance.

Arrange your complimentary financial review NOW!

Protect your Loved ones and Lifestyle

We understand the importance of being adequately protected to cover life’s unforeseen events. This is a matter not to be taken lightly and we understand that by providing protection cover that suits you will positively impact the people and possessions in your world that matter the most!

You and Your Family

Many people protect their personal possessions, their homes, its contents and arrange travel insurance cover for holidays. However, many people do not stop to think about protecting themselves, their business and their family. Surely you and your family are much more important – we think so.

The good news is we can provide you with the advice and guidance you need to protect yourself and your family against the financial pressure of unforeseen events and circumstances.

You and Your Business

We will review your corporate assets and advise you on areas of vulnerability, which includes advice on keyman insurance to ensure that adequate protection and succession planning is in place to cover critical illness or sudden death of key directors. We find that many business owners give this very little thought and do not have a subs bench to replace key staff.

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Eliminate Unnecessary Taxation

With our expertise, we can help you eliminate unnecessary taxation in terms of capital gains and income tax by providing you with tax efficient short, medium and long-term investment options. Other areas to obtain tax relief include pensions and ISA’s, which can enable you to shelter your investments from income and capital gains tax.

Inheritance tax is often termed as voluntary tax and with our advice and guidance, we can help you reduce your IHT bill – you have worked too hard to leave the future of your family to chance!

Why not arrange a review and you may discover that you can reduce your tax bill.

Protecting Your Family’s Inheritance

Many people work all their lives to establish their home and create their estate only to find that the taxman receives a large share of this through paying unnecessary Inheritance Tax. We can advise you on investments and plans that can protect your assets from the taxman, so your family, not the taxman ultimately benefit.

Many people work all their lives to establish their home and create their estate. If you die without a Will the term is called intestacy. This process can be very complicated and could lead to the loss of personal possessions and family heirlooms. More importantly, your family; those you love the most, will not receive the maximum benefit or have control of the estate you have worked all your life to achieve.

As part of our financial review we will analyse your estate and establish whether your Will is valid and up to date. We will provide you with the advice you need in order to secure your estate and provide maximum benefit and peace of mind to you and your family.

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Profiles

	Jason Howard, MD of the Insight Group and Financial Advisor Jason is the Managing Director of the Insight Group. He has been working within the financial services industry since 1988 and specialises in all aspects of financial planning, whilst also driving forward the Insight Group of company’s with his unique vision, drive and expertise.
	David Welsh, Advisor for Onyx World David is a senior financial advisor at Insight Financial Associates. David’s commitment to his clients is unmatched, so is his knowledge of the financial market. David will empower and motivate you towards achieving your financial goals and aspirations.

Arrange your complimentary financial review

Please complete the form below and David Welsh will call you back to arrange your financial review. Boxes marked with an asterisk (*) must be filled in.