Property Portfolio Case Studies

We work incredibly hard at The Insight Group to have the right culture in the business. By working hard at this, we get to work with great members of team and we get people who are all pulling in the same direction at all times.

It's important for any clients that all four businesses in the group work in a seamless pattern and delivering a great service.

We have a written culture in the business that we strive to be ten out of ten at. We will not always achieve it but we will try really hard to. The team regularly review the culture and how we are performing towards it.

We are aiming to work with only 240 investors over the next fifteen to twenty years. We want to know each investor personally and be able to help them achieve exactly what their goals are over time. We are not trying to grow and be the biggest in the world or even the UK. We want to be the best at what we do and really deliver and make life changing difference to those we work with.

Part of this drive is because we know then that we can deliver exactly what we have promised without having the challenges that getting too big brings. It also allows us to concentrate on some other more charitable goals the Group has.

We have shared the company culture below. Feel free to hold us accountable to it!

14 Points of Culture

1. Commitment ...

I am completely committed to the success of Property Insight holding its vision, mission and culture as my own. When I commit to a project or cause I commit 100% to ensure success.  I work as a member of the team valuing my colleagues, knowing I too am valued.  I am knowledgeable about the range of products and services provided by Property Insight choosing from these when making primary recommendations to clients, before offering alternatives from other companies.

2. Ownership ...

I accept that only I can be responsible for my success. I am solely responsible for my actions and must accept that the outcomes I achieve have been generated by me. I am willing to initiate change in myself in order to generate change in my circumstances.

3. Integrity ...

My word is my bond. I speak with integrity and honesty at all times. I make promises only when I know I can commit and follow through on the action required. I renegotiate immediately if it becomes apparent that I will be unable to keep my word. In the event that a promise is broken I accept responsibility and make amends immediately.

4. Excellence ...

I always seek to over deliver when providing products and services. The phrase 'That will do' is eliminated from my vocabulary. I work to constantly evolve and improve myself and my environment. My target is to always delight those I serve through offering exceptional and excellent value.

5. Communication ...

I always represent Property Insight, my clients and colleagues in a positive light. I always see the good in individuals and circumstances and view challenges as opportunities to be welcomed not feared. I refrain from idle gossip and any mode of speech that is negative or could harm others. I speak with a clear intention and leave my listener in no doubt of the interpretation I wish them to make.  If I am unclear about the meaning of a communication from another I always seek immediate clarification to avoid potential misunderstandings. If I have a concern to express to another I do this in a private setting.

6. Success ...

I know that I am successful and that I am a confident and competent individual. I totally focus my thoughts, energy and attention on the successful outcome of whatever I am doing. I always look for ways of creating win-win circumstances for myself and those with whom I am dealing.

7. Education ...

I am a lifelong learner, always seeking to improve myself by acknowledging mistakes, correcting errors and learning from the experience. I share my learning and knowledge with others in a spirit of generosity knowing that I too can learn from them. I provide concrete facts and essential information to clients in order that they can make their own informed decisions about their future. I acknowledge that a client's future is their concern and therefore any decision they choose to make must be theirs alone.

8. Team Work ...

Being a part of the team at Property Insight is an important part of my daily life. I never forget my loyalty to the team and every decision I make always takes the team into account.  I ask for help when I need it and I am always available to others who ask me. I am prepared to adapt my preferred way of working to ensure that I integrate well as a valuable team player and I am able to work with others to resolve issues between us to everyone's satisfaction.

9. Balance ...

I have a balanced approach to life, remembering that my spiritual, social, physical and family aspects are just as important as my financial and intellectual. I complete my work and my most important tasks first, so I can have quality time to myself, with my family and also to renew.

10. Fun ...

I choose to approach life with a light step and a smile. I bring fun into life at every appropriate opportunity. I am a fun person to be around and I bring fun into the lives of others.

11. Systems ...

I always look to the system for a solution. If a challenge arises I use a system correction before I look for a people correction. I use a system solution in my innovation rather than a people solution. I follow the system exactly until a new system is introduced. I suggest system improvements at my first opportunity.

12. Consistency ...

My approach is always consistent. People know what to expect from me and can rely on the fact that I will always give a thoughtful response to a situation rather than an emotional reaction. I am disciplined and focused as I know this is what brings the success I enjoy and deserve.

13. Gratitude ...

I am a truly grateful person. I feel and express gratitude on a daily basis. I say thank you and show appreciation often and in many ways. I celebrate my wins and the wins of my clients and teams. I consistently catch myself and others doing thing right.

14. Abundance ...

My life is full of abundance in every domain. I am generous with my own resources and this generosity is returned to me more than tenfold. I expect abundance and I act accordingly – I know that thoughts become things and choose my thoughts carefully. I know that abundance only shows up in my life at the level at which I show up.