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Please note using the above link means you are connecting to an external website and we take no responsibility for, and give no warranties, guarantees or representations in respect of linked sites.
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Spotlight On . . . Brian O'Neill
In this section, we take the opportunity to introduce members of the team to our clients and their friends. This month we'd like to introduce you to one of our Independent Financial Advisors, Brian O'Neill.
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Client investment events
 The Autumn Series of our bi-annual Client Investment Events gave our clients the opportunity to learn from one of the brightest stars in the financial world: Michael Azlen. The CEO of Frontier Investment Management delivered his Four Pillars of Investing presentation to about 50 clients at The Park Farm Hotel in Hethersett this September. In order to be as accessible to clients as possible, there were two sessions: one in the afternoon, one in the evening.
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It's not compulsion as we know it, but it could be
 The message that we are not saving enough for our retirements has been out there for a long time now.
Stewart McLean, one of our Independent Financial Advisors whose area of interest is Corporate Consulting, examines the government introduced NEST scheme which comes into practice this month for some employers.
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Insight charity golf day
This is what the papers had to say about our 2011 Charity Golf Day. Have you put Thursday 6th September aside yet?
Please note using the above link means you are connecting to an external website and we take no responsibility for, and give no warranties, guarantees or representations in respect of linked sites.
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October market commentary
The UK and international markets continue their volatile trend. However, not all the news is bad.
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Coming soon - Junior ISAs
Thinking of saving for your children or grandchildren? Junior ISAs are on the way.
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Funeral plans - a practical and sensible thing to do
No one wants to dwell on the inevitable, but there are clear benefits to being prepared.
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Taxation in retirement - what you need to know
If you are retired or are thinking of retiring, this article raises some important points to consider.
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P.S. It's all about you...
 Has Insight helped you achieve financial peace of mind? If your answer is yes, please don’t keep us a secret, recommend us to your family, colleagues and friends.
If your referral does become a client of Insight, let us express our appreciation by rewarding you with one of six wonderful rewards.
Submit your referral here and choose from one of these great gifts. |
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Quote of the month
"Change is a measure of time and, in the autumn, time seems speeded up. What was, is not, and never will be; what is, is change."
- Edwin Way Teale
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And finally...
The domestic cat is not generally noted for its command of the English language, but the one in this rather bizarre clip from Russia clearly felt the situation had got to the point where something had to be said...
Please note using the above link means you are connecting to an external website and we take no responsibility for, and give no warranties, guarantees or representations in respect of linked sites.
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If you would like further information or advice please speak to your advisor or call Natasha Howard on 01603 268042 who will arrange a review with one of our advisors.
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Ask us about our exclusive Wealth Management Service to help you build towards a brighter financial future......
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Would you like to achieve financial freedom? – Read our 6 steps to success
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Our Vision
To grow Insight to be the leading IFA in the UK, ensuring that our clients are both valued and cared for by consistently providing exceptional service and advice.
A company that values and develops its staff and business partners to be the best that they can be, so that they are proud to work for and be associated with Insight.
To be a respected, admired and influential member of society.
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The content of the articles featured in this publication is for your general information and use only and is not intended to address your particular requirements. They should not be relied upon in their entirety and shall not be deemed to be, or constitute advice. Although endeavours have been made to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future. No individual or company should act upon such information without receiving appropriate professional advice after a thorough examination of their particular situation. We cannot accept responsibility for any loss as a result of acts or omissions taken in respect of any articles.
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