An investment in your future wealth

Make your money work harder for your future prosperity, with personalised, expert investment and wealth management advice from The Insurance Partnership Financial Services.

Investing is fraught with challenges, which is why it’s so important that you get honest, expert advice from a qualified and authorised financial adviser. From investing new capital, to reviewing your existing arrangements, you can depend on The Insurance Partnership to help you make the right decisions.

Whether you’re looking for regular income, capital growth or a combination of the two, our professional team of experts will work closely with you to understand your financial goals and risk profile, before providing you with a tailored solution.

 

Investing with The Insurance Partnership Financial Services

The world of finance moves quickly, and we believe that the most effective way to help our clients achieve their goals is by taking a proactive, long-term approach – actively managing portfolios and undertaking regular reviews.

Carefully constructing portfolios to meet your objectives and fit in with your risk profile, we use a range of asset classes to provide a solution that will help you achieve your financial goals.

As part of our approach, we’ve developed a robust and reliable 5-tier investment process, proven to deliver the right results for clients, time and time again:

  • Asset Allocation
  • Portfolio Design
  • Fund Manager Selection
  • Portfolio Management
  • TIPFS – here to help

The value of an investment may fluctuate and cannot be guaranteed. Both value and income may fall as well as rise. You may not get back the amount originally invested.

Past performance is not a guide to the future performance.

Whatever your investment requirements, we’re here to help. To find out more about investing with us, or to book your free, no obligation investment consultation with one of our experienced advisers, please call 01482 217234 today, or complete a request for advice contact form.

Case Study

Our client came to us via a recommendation from his previous financial adviser, who had retired. He already had some investments and a pension scheme in place, and was looking for a safe pair of hands to manage his portfolio and achieve steady capital growth over the long term.

He had been with his previous adviser for many years, and was justifiably concerned about the prospect of switching. After an initial consultation, we agreed on a plan, and to meet regularly to chart the progress and performance of his investments.

The client has been with us for several years now, and is delighted with the results – every year, he’s seen the value of his funds increase in line with our projections, and he’s been recommending our Portfolio Management Services to friends, family and colleagues.  

“The investment proposition managed by Paul and his team has been exceptional, both in terms of performance and on-going management. I would recommend The Insurance Partnership Financial Services as a safe, well managed and successfully performing investment programme.”

Peter A Turner, Chairman – East Riding of Yorkshire Council

Find out more about how we work, and the benefits of choosing us

With so many financial advisers out there, it can be difficult to know where to turn. Find out more about The Insurance Partnership Financial Services, the way we work, and how we can help to ensure that you make the right decisions to secure a prosperous future.