Working alongside the Insight team has been a pleasure. Our experience has been they have the same commitment to clients and care about them as we do.
They are on the ball and have made a real difference to our clients who have struggled to stay in control of their record keeping, giving clients a more accurate picture in a much timelier manner than they were able to themselves. This is so vital as it results in our clients being able to make informed decisions fast.
They work with us to achieve a joined-up approach ensuring clients’ day-to-day needs and requirements are supported and provide us, as advisers, with more reliable information and improved records to support our clients with further strategic, tax, and financial advice.
Where I have clients who are struggling to keep on top of their day-to-day record keeping, I wouldn’t hesitate to recommend Insight.