Viewing posts from: August 2020

IFA Cash Management Service

by Insignis Cash Solutions in Uncategorized

 

Insignis, the cash solution for financial advisers and your clients  

Insignis Cash Solutions offer an award-winning cash management service optimised for our IFA partners. We really …

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“Do you take Dollars?” Dealing with clients with mixed currency assets.

by Insignis Cash Solutions in News

“Do you take Dollars?” Dealing with clients with mixed currency assets.

Holding cash assets in a variety of currencies can give your clients additional security through …

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Harness Intergenerational Wealth with the Help of Cash

by Insignis Cash Solutions in Industry Perspective

It’s undeniable that financial advisers have played a major role in helping older generations grow their wealth to unprecedented levels over the past few decades. We

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Business Development with Accountancy Partners

by Insignis Cash Solutions in Industry Perspective

The Insignis service represents a great business growth tool for IFAs looking to improve referral levels and increase business from their clients in the accountancy sector.

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It's predicted that £5.5 trillion will change hands through intergenerational wealth transfer over the next 30 year… t.co/upRNshzctU

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The Insignis Team would like to take this time to wish you all a Merry Christmas and a Happy New Year! Please note… t.co/jsAJxsbdyK

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What lies ahead for the UK economy? In our latest article, we explore the past, present, and future of interest ra… t.co/3zhXm2ihS0

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Pleased to have been invited to take part in this insightful conversation alongside other high growth Fintechs. A… t.co/aJK5MurI8Q

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We are pleased to be at the Independent Schools Conference with our partner Education Banking Consultancy. It's g… t.co/GJz1GTMFKT

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