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More information for Financial Advisors
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EARN BETTER INTEREST RATES FOR YOUR CASH
Find out more about how the Insignis Service can help you earn higher interest rates
DIVORCE SETTLEMENTS
Financial planning is important throughout the divorce process. Help your client’s financial situation by ensuring their cash settlement is secure.
INSIGNIS FOR FINANCIAL ADVISORS
Insignis offers a solution for your clients cash. See how it can benefit you both.
POWER OF ATTORNEY
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 FOR INDIVIDUALS
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
INSIGNIS FOR TRUSTS
We help trustees improve interest rates on cash in a trust while adhering to the trustees stance on cash security and liquidity.
COURT OF PROTECTION
Always act in the best interest of the individual. We aim to help you make financial decisions simple with our cash management service.
INSIGNIS FOR TAX BILLS
Why not earn interest on funds earmarked for tax bills or any other short-term liquidity requirements until they are needed.
INSIGNIS FOR CHARITIES
Charities need to get the most out of their donations. We can help make them go further and contribute to the cause.
INSIGNIS FOR MAJOR ASSET DISPOSAL
When clients have an unusually high cash position as a result of selling a house or other major asset.
INSIGNIS FOR PARTNER BENEFITS
Keeping up-to-date with new bank accounts and constantly changing interest rates is a persistent challenge. We do that for you.
INSIGNIS FOR COMPANIES
Every business needs access to cash savings and at the same time should get good returns on that cash. We can help.
INSIGNIS FOR ACCOUNTANTS
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 FOR FAMILY INVESTMENTS
Insignis can help manage the cash deposits in the fund ensuring better returns and FSCS protection.
INSIGNIS FOR TRUSTS
We help Trustees earn the best possible interest for their beneficiaries, balanced with providing optimum security. Click here to find out how.
