Paul Richards, Chairman of Insignis Cash Solutions

An UK-based cash savings platform, Insignis Cash Solutions has entered into a partnership with PIMFA (Personal Investment Management and Financial Advice Association), a trade association for the wealth management and financial advice industry. The partnership is expected to assist PIMFA members in enhancing their customer relations through a cash savings solution. It will allow financial advisors across the UK to easily offer cash management solutions to their clients.

“We are excited to work with PIMFA as their PIMFA plus partner,” said Paul Richards, Chairman of Insignis Cash Solutions. “It’s clear that IFA’s and Wealth Managers are looking for new solutions to attract and retain their clients. With Insignis, we’re putting the power in the hands of IFA’s to offer clients, whether they are individuals, corporations or charities, a solution to what is often overlooked as an asset class.”

Established in 2015 and headquartered in the UK, Insignis Cash Solutions aims to provide active cash deposits management to its client and improve the return available on Savings, Deposit, Trust and Client accounts.

Richard Adler, Director of Strategic Partnerships at PIMFA commented, “This is an exciting partnership for our members. Our aim is to assist them with products and services that support their business endeavours and we feel that a cash solution like Insignis’ is perfectly placed to assist all our partner members.”

by Megha Bhattacharya
Market Analyst at IBS Intelligence
imp-loader
Scroll Up