Providing the complete solution
 
Services

As part of the Insol Group, we've got an unfair advantage when it comes to offering our clients the widest possible range of financial services. And it's not just about range, either. Being able to draw on the resources and expertise of our sister companies means we're able to integrate funding and financial solutions into our overall financial services packages, and we're able to do it smoothly and seamlessly for a far more consistent overall service.

What we do is simple
People come to us when they need specialist help with managing and planning their finances. Depending on their situations and aspirations, our services help to safeguard clients' finances, organise their financial affairs, grow their savings and investments or maximise their potential for future prosperity. Some of our clients simply want to get their financial house in order, while others need detailed specialist advice in order to plan for a specific life event like a move abroad, starting a business or early retirement.

Our entire portfolio of services is too broad to list here, but key areas include the following:

  • Specialist fund management including structured investment products
  • Direct equity and bond investments
  • Retirement planning
  • Life assurance
  • Private medical care
  • Employee benefits
Investments
From ISAs and Unit Trusts to Offshore Bonds and Open-ended Investment Companies (OEICs), at Insol Financial Services we've got the industry knowledge to help plan, choose and execute investments that can safeguard your future by growing your wealth. Better still, because we understand that different individuals are comfortable with different levels of risk, we always tailor our advice on a client-by-client basis.

Pensions
In these increasingly uncertain times, having the right pension to match your personal circumstances and future aspirations is absolutely vital. It's also something that needs careful consideration and proper research, and that's why our experts will advise you on every aspect of this unpredictable area, including Personal Pension Plans, Stakeholder Pensions, Pension Transfers and Self Invested Pension Provision (SIPPs).

Protection
Real peace of mind comes from knowing you've got adequate protection, and our experienced specialists give up-to-date advice on the best and most cost-effective ways to protect you, your family, your property and your business. Whether it's life assurance and critical illness cover or safeguarding your business and protecting yourself against loss of income, we've got the expertise and independence to build packages that deliver.

 
© www.insolfinancialservices.co.uk | Terms of use | Privacy policy