Partner Resource Centre
More information for Financial Advisors
Find out more about how the Insignis Service can help you earn higher interest rates
Financial planning is important throughout the divorce process. Help your client’s financial situation by ensuring their cash settlement is secure.
Insignis offers a solution for your clients cash. See how it can benefit you both.
We understand that having lasting or enduring power of attorney comes with a duty to always act in the best interest of the beneficiary.
Insignis offers a solution for your cash savings. See how you can make the most of your money and get the best security, liquidity and return for your money
We help trustees improve interest rates on cash in a trust while adhering to the trustees stance on cash security and liquidity.
Always act in the best interest of the individual. We aim to help you make financial decisions simple with our cash management service.
Why not earn interest on funds earmarked for tax bills or any other short-term liquidity requirements until they are needed.
Charities need to get the most out of their donations. We can help make them go further and contribute to the cause.
When clients have an unusually high cash position as a result of selling a house or other major asset.
Keeping up-to-date with new bank accounts and constantly changing interest rates is a persistent challenge. We do that for you.
Every business needs access to cash savings and at the same time should get good returns on that cash. We can help.
It is so easy to make a referral to Insignis. See here how our Cash Solutions have been designed around the needs of you and your clients.
Insignis can help manage the cash deposits in the fund ensuring better returns and FSCS protection.
We help Trustees earn the best possible interest for their beneficiaries, balanced with providing optimum security. Click here to find out how.