IFA firm joins forces with The Money Centre

IFA firm joins forces with The Money Centre

14:37 PM, 27th October 2010, About 13 years ago

Text Size

The two firms Directors explain how the relationship will enhance the relationship with, and the service available to, the customers of both businesses.

Insight Financial Associates Ltd teamed up with The Money Centre (TMC) earlier this year and has received over 1,000 client referrals from The Money Centre in the last three months. The contract between the two firms provides for Insights IFA’s (Independent Financial Advisors) to facilitate the needs of TMC’s clients in respect of Financial Reviews, Property Portfolio Reviews and providing advice on Retirement Planning , Inheritance Tax and associated regulated Life and Protection products such as Whole of Life Policies.

Director of The Money Centre, Mike Woodfine, commented “We chose to partner with Insight due to:

1. Trusting their integrity. Jason Howard (Insights’ Managing Director) and I both have similar sized property portfolios and personal values. Their Head Office is just 200 yards from ours so all our staff know each other well and often enjoy lunch together.

2. They employ a highly skilled and very successful team of Independent Financial Advisors who understand the needs of our clients as they too own their own property portfolios.

3. They are capable of delivering the service that clients of The Money Centre have come to expect. Their advisors are very well spread geographically and are prepared to invest their time into visiting our clients to fully understand their needs before offering any recommendations.

The feedback we’ve had from clients has been extremely complementary.”

Jason Howard, Managing Director of Insight commented “We are obviously delighted to be working with The Money Centre, and to date we have been amazed at the sheer volume of interest that has been generated, but I suppose we should have expected this based on everything The Money Centre have achieved in their buy to let mortgage broking business. If momentum continues to grow at the rate we’ve witnessed we will need to start recruiting more advisors countrywide”.

The Money Centre has an amazing following of very loyal clients and are delighted with the way the relationship is progressing and the value that Insight is adding to TMC’s brand, their property investment strategy and of course their clients financial planning objectives.

Insight offer initial complimentary two hour consultations to clients of The Money Centre to pro-actively look at ways off effectively minimising risk and maximising an individuals potential – some conditions apply.

Financial Services professionals who also own a portfolio of 5 or more buy-to-let properties themselves are invited to apply to join in with the success of the venture. In the first instance they should write to Antony Howard either via email at antony.howard@insightifa.com or by post to: Insight Financial Associates, Insight House, Alkmaar Way, Norwich NR6 6BF.

Share This Article

Leave Comments

In order to post comments you will need to Sign In or Sign Up for a FREE Membership


Don't have an account? Sign Up

Landlord Tax Planning Book Now