A Wealth Manager based in Buckinghamshire has £80m funds under advice. They often received queries about bank interest rates and accounts from their clients. This led to them spending time and effort researching bank rates and helping clients with administration and felt their time could be better spent on reviewing the investment portfolios under their remit.
Insignis Cash Solutions were recommended and they trialled the service. The Insignis team undertook all the administration and arranged a suitable portfolio tailored to their clients’ needs. They appreciated the ’one signature’ solution, competitive rates, active management and easy access to information.
Of particular value to both the wealth manager and their clients is the consolidated interest report providing all information required in order to complete the client’s tax return.