This August, Insight Finance Solutions Ltd are celebrating seven years of providing exceptional, stress-free financial solutions to our fantastic clients. From our modest beginnings with a pivotal conversation with friends, our journey has been both exciting and rewarding. Helen explains where we’re at now and what lies ahead…
The Start of Insight Finance Solutions Ltd
The IFS story began in 2017 during a period of personal change. As I was adjusting to the challenges and joys of new motherhood, it became clear that a traditional accountancy career no longer worked for me. The prospect of being a Finance Director in someone else’s business seemed unfulfilling, and I wanted to find a more meaningful way to engage with finance.
During this period, several of my friends who ran their own businesses sought my advice over her business finances. She felt frustrated with conventional accounting services and desired a clearer understanding of her finances. This experience revealed a gap in the market for straightforward, jargon-free financial advice. What began as informal chats and support evolved into a genuine passion for helping businesses navigate their financial landscapes.
Taking the Plunge
Encouraged by this new opportunity, I decided to take the leap and start my own financial consultancy business. I committed to a six-month trial period, and as time passed, it became evident that this was the path I was meant to follow. Initially, I provided bookkeeping and accountancy services, focusing on maintaining regular contact with clients to demystify their finances and support their growth.
The positive feedback was overwhelming, highlighting a clear demand for a more personalised approach to financial management.
Expanding the Team
As our client base grew, it became clear that I needed additional support. In 2018, Katie joined us as a bookkeeper, bringing a dynamic and enthusiastic approach to our services. Her dedication and fresh perspective quickly won our clients over, reinforcing our commitment to providing stress-free financial solutions.
Our expansion continued into 2019, with further growth bringing personal milestones as well. Despite welcoming new members to our families and facing the challenges of the global pandemic, we remained focused on delivering exceptional service. We assisted our clients with furlough schemes, bounce back loans, and government grants, ensuring they navigated these challenges smoothly and emerged in a strong position.
One of our proudest achievements from the pandemic was that not one of our clients had to make redundancies or close the doors permanently. Ever single client survived and thrived.
As we moved beyond the pandemic, we adapted to the evolving economic landscape, including the implementation of new regulatory changes and financial support schemes. Our focus on providing tailored advice and proactive support ensured that our clients were well-prepared to seize new opportunities and drive their businesses forward.
In 2024, we continue to uphold our commitment to excellence, supporting our clients through the ever-changing financial environment with the same passion and expertise that has defined our journey.
Continued Growth and New Additions
By early 2021, our business had doubled in size, prompting the need for additional expertise. We welcomed a new accountant, whose skills further enhanced our ability to provide precise and thoughtful financial support. We have continued to grow and evolve with the addition of Alice and Vicki to the team, we continue to meet our client’s needs and develop valuable partnerships with local year end accountants and other businesses.
What truly sets our team apart is our genuine enthusiasm for finance. We strive to make financial management both engaging and positive for our clients, and this passion is evident in every aspect of our approach. As we move through 2024, we remain dedicated to offering exceptional service and ensuring that our clients experience the clarity and confidence needed to achieve their financial goals.
Looking Ahead: The Future of Insight Finance Solutions Ltd
As we reflect on the past seven years, we are filled with pride and optimism for the future. Our journey from a single conversation to a thriving business has been remarkable, and we are eager to explore the opportunities that lie ahead. Our focus remains on helping our clients achieve their financial goals and ensuring they experience the clarity and confidence that we strive to provide.
Whether you are just beginning your business journey or looking to refine your financial strategy, Insight Finance Solutions Ltd is here to support you every step of the way. We offer personalised financial solutions that enable you to take control of your finances, set new objectives, and realise your vision.
To discover the benefits of stress-free finance, get in touch with us today. Let’s continue this journey together and make your financial future as bright and successful as possible.
Here’s to another year of growth, success, and financial clarity with Insight Finance Solutions Ltd!