Our Strategic Partners
Elston is responsible for managing the InSight investment portfolios.
Sense provides regulatory oversight and Compliance services to InSight.
Elston and Sense provide essential services to InSight in providing financial advice to our clients. Although we have entered into formal relationships with Elston and Sense, all businesses are independent of each other. There are no common directors or shareholders.
InSight has engaged with Elston Portfolio Management to produce a range of investment portfolios. As independent advisers, we are happy to discuss all investment arrangements with our clients, many of whom have existing relationships with investment managers and/or holdings with several investment groups. For those clients without existing arrangements, we offer a selection of portfolios which provide a diversified spread of investments at low cost.
Sense Network Ltd.
Sense is responsible to the Financial Conduct Authority (FCA) for ensuring the advice InSight provides meets all regulatory requirements. In order to achieve this, Sense monitors the advice provided to clients through regular file checking and ensures our advisers maintain current knowledge with ongoing professional learning and updates. Sense provides similar services to over one hundred UK financial advice firms. Due to the regulatory responsibility Sense has regarding InSight, our official status with the FCA is an Appointed Representative of Sense.
Elston Portfolio Management
While Elston manages and monitors the portfolios on a daily basis, the InSight Investment Committee oversees the Elston role with monthly meetings and formal quarterly review meetings. The InSight Investment Committee comprises three InSight directors and two Elston directors.