Mortgage Insight

sooze_3

Does anyone have any experience of a company called Mortgage Insight. The concept looks really good - apparently they track / manage your mortgage and other financial bits to make sure you have the best combination of accounts etc on an ongoing basis.
Any thoughts or actual experience please
thanks Sooze :j

dunstonh

There are two companies with that name.

Insight Mortgage Solutions Lrs (NR1 1RY) & Mortgage Insight Ltd (NG8 2EQ). Guessing it is the latter as they have a licence to hold and control client money.

Without knowing the specifics, i.e. is it a proper package or is just that their office software allows it to happen, it will be hard to comment.

Many IFAs have the office software to allow a combination of products to packaged up and reported on one page (or even produce what appears to be a style of wrap). Whether the cost of that solution is worth it or not depends on you. The average person wouldn't find the fees/charges acceptable. Those with large portfolios and little time would find the management cost more acceptable.

sooze_3

Thanks - Yes its the latter company
They seem to go a bit further than most

** Boardguide note: I've edited out the URL as this seems to be advertising. Bridiej **

dunstonh

If you havent used them yet, how do you know they go a bit futher than most?

You need to post a bit more about their offering and the charges for doing it for us to offer any real comment on it

sooze_3

Just based on their web site - obviously it looks quite good - hence the question here
cheers