Insignis has been a game changer for us as a charity. It is by far most straightforward way to invest reserves and get them working for the good of the charity. What's more, the customer service is br... See more
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Review summary
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Reviews shaping this summary
The initial setting up of a Power of Attorney account for our father was smooth and easy. After he passed, releasing the funds to his estate was also simple, but most importantly, handled with kindne... See more
Company replied
We found Insignia to be a perfect match for us. We are not "techie", but from our very first approach we have been impressed by the simplicity and clarity of their online portal. Rates... See more
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We are a Trust and we found on applying to open an account that there was a warm reception. The process was straightforward and the account was available quickly. this was not our experience elsewhe... See more
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Company details
- Non-Bank Financial Service
- also in
- Alternative Financial Service
- Financial Institution
- Investment Service
Written by the company
Insignis is an award-winning cash savings platform that gives consumers, businesses, not-for-profit organisations & institutional customers access to market-leading savings rates, allowing them to deposit cash across multiple accounts to diversify risk and optimise returns. Insignis has partnered with 55+ banking institutions enabling advisers, finance and treasury teams to access up to 3,500 products through a single hub account. Founded in 2017 and authorised and regulated by the FCA since 2018, Insignis has helped more than 15,000 advisers and businesses distribute more than £32bn in cash assets. In 2025, Insignis paid out £260 million in interest across all client types using, including £51 million paid out to not-for-profit organisations (schools, credit unions, charities etc). To find out more, visit https://www.insigniscash.com/
Contact info
St John’s Innovation Centre, Cowley Rd, Milton, CB4 0WS, Cambridge, United Kingdom
- 01223 200674
- client.services@insigniscash.com
- www.insigniscash.com
4.6
Excellent
77 reviews
No recent history of asking for reviews
This company hasn't invited customers recently, so reviews may not be representative
Replied to 100% of negative reviews
Typically takes over 1 month to reply
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Excellent Support
The initial setting up of a Power of Attorney account for our father was smooth and easy. After he passed, releasing the funds to his estate was also simple, but most importantly, handled with kindness and compassion by the team at Insignis.
October 26, 2026
Unprompted review
Reply from Insignis
Dear David,
We'd like to pass on our condolences for the loss of your father.
Setting up Power of Attorney and managing finances following a bereavement can be challenging, so we're glad to hear that the team was able to support during this time. We'll be sure to pass on the feedback.
Thank you for taking the time to leave us a review.
Kind regards,
The Insignis Client Services team
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Very easy to get set up on the…
Very easy to get set up on the platform, and we have very responsive account manager, should we need any info or help.
August 31, 2026
Unprompted review
Reply from Insignis
Dear Jen,
Thank you for taking the time to leave us a review.
We're glad to hear you found onboarding and getting started straightforward, and that your account manager is providing support when needed.
Kind regards,
The Insignis Client Services team
A brilliant experience
As a financial adviser, I have had a very positive experience working with Insignis and have been happy to recommend the service to both personal and corporate clients. The platform provides an efficient and straightforward way to access competitive deposit rates across a range of banks, helping clients make the most of their cash holdings while keeping the process simple and transparent.
The personal and corporate clients I have referred to Insignis have been extremely pleased with the overall experience, from onboarding through to placing deposits. The combination of a user-friendly platform, competitive rates and excellent customer service has resulted in consistently positive feedback. I would have no hesitation in continuing to recommend Insignis.
A particular mention should go to Liam Mills from Insignis, who has been outstanding to deal with throughout. No query is ever too big or too small. Liam is always quick to respond with clear, helpful and knowledgeable answers. His support has been invaluable and gives me confidence when recommending Insignis to clients.
October 9, 2026
Unprompted review
Reply from Insignis
Dear Conor,
Thank you for sharing such a considered review, and for the ongoing recommendation of Insignis to your personal and corporate clients.
We’re delighted to hear that the platform and service have consistently delivered for the clients you’ve referred throughout their journey.
Thank you also for your very kind words about Liam. We’ll be sure to pass your feedback on, and we look forward to continuing to support you and your clients.
Kind regards,
The Insignis Client Services team
I have been using Insignis Cash for the…
I have been using Insignis Cash for the past three years for my business and really like the platform. It is easy to use and it is great to get the reminders when things are maturing or need moving around, helping me to stay on top of things. The team are delightful which also makes for a great business relationship!
October 8, 2026
Unprompted review
Reply from Insignis
Dear Frankie,
Thank you for taking the time to leave us a review, and for choosing Insignis for your business.
We’re pleased to hear that the platform is helping you stay on top of maturities and movements, and will pass on your comments about the team.
Kind regards,
The Insignis Client Services team
Very accessible and efficient humans!
Very accessible and efficient humans! Excellent, easy to navigate website and money platform offering excellent products. I feel my money is in safe hands.
October 8, 2026
Unprompted review
Reply from Insignis
Dear Katherine,
Thank you for the kind review.
We’re glad the platform is working well for you and that your experience with the team has been a positive one. Knowing that you feel your money is in safe hands is exactly what we aim for.
Kind regards,
The Insignis Client Services team
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Very simple to use platform
Very simple to use platform. Excellent support for specifically the education sector helping us maximise returns for our reserves.
September 30, 2026
Unprompted review
Reply from Insignis
Thank you for taking the time to leave a review.
We’re pleased to hear the platform is working well for you, and that you are seeing good returns for your cash deposits.
Kind regards,
The Insignis Client Services team
**A positive experience for our…
**A positive experience for our Hospice**
We have had a very positive experience with Insignis Cash. The team have been approachable, responsive and clear in their communications, making the process straightforward for us.
The service has also helped St Vincent’s Hospice achieve a better return on funds we hold, which is particularly valuable for a charity. We appreciate both the financial benefit and the support we have received from the team.
September 23, 2026
Unprompted review
Reply from Insignis
Dear Gillian,
Thank you for taking the time to share this.
We’re glad to hear your positive experience working with our teams, and in particular it's great to hear that you are getting better returns on cash holdings for the hospice.
Thank you for choosing Insignis.
Kind regards,
The Insignis Client Services team
I have had a positive experience with…
I have had a positive experience with Insignis Cash so far.
The initial set-up and onboarding support was excellent, with good access to knowledgeable staff whenever assistance was required. We were given a clear rundown of the security arrangements prior to onboarding. This demonstrated a strong awareness of fraud-related issues and cyber-security threats, together with the importance Insignis places on its ongoing monitoring and management.
The platform itself is well presented, straightforward to use and provides the functionality needed to manage and monitor cash investments effectively.
There are a couple of areas where I believe the service could be enhanced further. The home page could make greater use of more illustrative and interactive formats, allowing users to see key information at a glance and then open individual areas for greater detail.
I would also welcome improved turnaround times for corrective actions, the investment of funds and withdrawals.
Overall, Insignis provides a very good platform backed by accessible and helpful customer service. My experience has been positive, and the suggestions above are primarily opportunities to make an already good service even better.
Treasurer - New Malden sports Club
September 23, 2026
Unprompted review
Reply from Insignis
Dear Mohmud,
Thank you for such a considered review, and for taking the time to share both what has worked well and where you see opportunities for us to improve.
We’re pleased that onboarding and day-to-day use of the platform have all been positive experiences for you and for New Malden Sports Club.
Your feedback on the home page layout and on turnaround times has been noted and shared with the relevant teams, as this kind of input genuinely helps shape where we focus.
Kind regards,
The Insignis Client Services team
Using Insignis is a no-brainer
Using Insignis is a no-brainer. The platform is incredibly easy to navigate with a range of investment options from instant access to 5 years fixed term. Insignis complete all of the due diligence checks making it a very easy one stop shop.
September 1, 2026
Unprompted review
Reply from Insignis
Thank you for your review.
It's brilliant to hear that your school is using Insignis to access a range of product terms so that the school can balance liquidity with longer term returns.
We look forward to working with Twyford School in the future.
Kind regards,
The Insignis Client Services team
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Easy to use platform
Easy to use platform, making investing quick and easy. Staff are always friendly and helpful and looking at ways to improve the system.
September 21, 2026
Unprompted review
Reply from Insignis
Dear Karen,
Thank you for leaving us a review.
We’re pleased to hear that you have found the platform easy to use. We’ll pass your feedback on to the team as they’ll be glad to hear it.
Kind regards,
The Insignis Client Services team
Excellent Customer Service
A very helpful introductory call, swiftly followed up by emails containing all relevant information. I have sent numerous emails with (I guess) pretty low level procedural questions all of which have been answered quickly.
I am confident that our relationship will provide huge benefits for our Trust.
September 10, 2026
Unprompted review
Reply from Insignis
Thank you Steve for taking the time to leave such a positive review.
We're delighted to hear that your onboarding experience was smooth and that you found our team responsive and helpful throughout the process.
Providing clear information and prompt support, whether for introductory discussions or day-to-day questions, is something we take great pride in.
It's particularly pleasing to know that you feel confident about the value Insignis can bring to your Trust.
We look forward to supporting you in the years ahead.
Kind regards,
The Insignis Team
Helpful and professional
Very helpful in sorting out a problem of my making which caused them inconvenience. Over the years always always professional.
September 8, 2026
Unprompted review
Reply from Insignis
Thank you David for your kind review.
We're pleased we could help resolve the issue and appreciate your continued trust in Insignis
Kind regards,
The Insignis Team
Excellent customer service
Insignis Cash were extremely helpful throughout the process of setting up an account for my mother and then assisting with the administration of her estate after her death. Special mention to Tyannis who was excellent, responding to all questions quickly and very professionally.
September 8, 2026
Unprompted review
Reply from Insignis
Thank you, Tom, for taking the time to share your experience.
We understand that managing financial matters following a bereavement can be challenging, and we're pleased our Client Services team was able to support you during this time.
Thank you also for your kind words about Tyannis. We'll be sure to pass on your feedback.
Kind regards,
The Insignis Team
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Top Drawer
I had an excellent and engaging presentation from Faye Richardson to introduce and explain the product. All subsequent interactions responsive and clear. Highly recommend Insignis and experience to date has been first class. We are very pleased with our account and the simplicity and ease of operation.
June 9, 2026
Unprompted review
Reply from Insignis
Thank you, Jamie, for your fantastic review.
We're delighted to hear that your experience with Insignis has been so positive, and that Faye's presentation clearly demonstrated the value of the platform and the service we provide to make cash management simpler and more effective.
Thank you for your recommendation and we look forward to supporting you for many years to come.
Kind regards,
The Insignis Client Services Team
Excellent service
I am absolutely delighted with the service from Insignis. They respond immediately to questions, keep me well informed and have made managing funds so straightforward. They have a great range of options on the platform with clear information. The platform is so easy to use. Since the move to Insignis three years ago, we have more easily been able to maximise our opportunities for the best possible interest on our cash.
August 27, 2026
Unprompted review
Reply from Insignis
Thank you, Chris, for taking the time to leave such a wonderful review.
We're delighted to hear that you've had such a positive experience with Insignis over the past three years. Making cash management straightforward, keeping clients well informed and providing responsive support are all central to what we aim to deliver.
It's particularly pleasing to know that the platform's ease of use, alongside the breadth of savings options available, has helped you make the most of your cash holdings.
We appreciate your continued trust in Insignis and look forward to supporting you for many years to come.
Kind regards,
The Insignis Client Services Team
Insignis
Insignis has been incredibly easy to set up and use, and it’s already made a real difference to our Trust. We only wish we’d discovered it sooner!
August 26, 2026
Unprompted review
Reply from Insignis
Dear Asha,
Thank you for taking the time to share this.
We're glad Insignis has been easy to set up and use, and that it's already making a difference for your Trust.
Making cash management simpler and more effective is exactly what we aim to do, so it's good to know that's coming through in your experience.
Thank you again for your feedback. We look forward to continuing to support you.
Kind regards,
The Insignis Client Services Team
Application for Trust Account
We are a Trust and we found on applying to open an account that there was a warm reception. The process
was straightforward and the account was available quickly. this was not our experience elsewhere. We were then able to deposit our funds easily through the system and achieve rates of return that were very satisfactory.
In the event of queries access to personnel was immediate.
August 26, 2026
Unprompted review
Reply from Insignis
Dear David,
Thank you for taking the time to share this.We're glad the application process was straightforward and that your account was opened and funded quickly.
It's good to hear our team was on hand to respond immediately whenever you had questions, and that the returns achieved have met your expectations.
Thank you for choosing Insignis. We look forward to continuing to support you.
Kind regards,
The Insignis Client Services Team
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Easy to use, great rates and excellent customer service
I am really pleased that we opted to use Insignis to help manage our Charity cash reserves. The setup was straightforward, and the platform is extremely easy to use and navigate. The staff have also been very helpful and responsive, answering any questions promptly and making the whole process feel simple.
We have also been able to access better rates on our investments, with a good range of options to choose from depending on our requirements at the time.
It is easy to keep track of our investments and I appreciate the email updates prior to accounts maturing.
Overall, a very easy and positive experience — I would definitely recommend Insignis.
August 25, 2026
Unprompted review
Reply from Insignis
Thank you for taking the time to leave this review.
We're pleased that Insignis has simplified the management of your charity's cash reserves, and that you've found the platform straightforward to use. It's good to hear the team has been responsive and answered your questions promptly throughout.
We're also glad the range of savings options has helped you find the right homes for your funds depending on your requirements, and that the email updates ahead of maturity have made it easier to keep track of your investments.
Thank you for the recommendation. We look forward to continuing to support your organisation.
Kind regards,
The Insignis Client Services Team
Fist time user - the service was like five star hotel.
Very easy client help desk, simple to use portal and the rates I'm getting are a full two pc higher than the best rates i'm getting from Barclays. I like the range of terms I get to choose from - from two days withdrawal notice to three or maybe five years. Communication was so good. Standout help from Cal Morrison and Jagjeet Singh! Bless up brothers!
August 4, 2026
Unprompted review
Reply from Insignis
Thank you for taking the time to leave a review, Lindon! We’re delighted to hear that you’ve found our portal simple to use and that you are benefiting from the range of rates and terms available.
We're pleased that you enjoyed the support of our Client Services team and we will pass your kind words on to Cal and Jagjeet.
Thank you again for choosing Insignis, and we look forward to continuing to support you in the future!
Kind regards,
The Insignis team
Had great communication with Tyannis
Had great communication with Tyannis, kept me up to date along the way and I was able to provide an update to the end client
August 14, 2026
Unprompted review
Reply from Insignis
Thank you for your lovely review, Tracey.
We’re pleased to hear Tyannis kept you well informed, and we’ll pass on your kind feedback.
Kind regards,
The Insignis team
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