Services

Insight Private Clients customises the personal financial services and solutions it offers to the requirements of each individual client. This involves getting to know and understand each client's financial circumstances and objectives and devising a strategy and plan to best meet their needs and long term goals.

We excel in the design and administration of life, health, disability, retirement and investment plans and our people are held in high esteem by clients, underwriters and investment management firms alike.

 

Our financial planning services cover the following areas:

  • Personal Financial Assessment
  • Retirement Planning - Personal, Executive and Corporate.
  • Protection – Life Assurance (personal, keyman, business and partnership protection) also Critical Illness, Income Protection and Private Medical Insurance.
  • Investment & Savings - Deposits, Unit-Linked Funds, Unit Trusts, Exchange Traded Funds (ETF’s), SICAV’S.

 

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