Testimonials

Insight Financial Associates

Some insight from our friends

Insight Financial Associates would like to take the opportunity to say a big thank you to all our clients who have taken the time to write us a testimonial, your support is forever appreciated.

“Thank you for assigning Alice Ward-Smith to our accounts and for the rapid way in which this was carried out. We found Alice to be thorough, thoughtful and caring. A perfect combination in preparation for our retirement in a few years’ time.”

Mr Challis, 2022

Client of Alice Ward-Smith

“We have known Chris for many years & always feel we can trust his knowledge & advice, we would not want anyone else or other company to handle our financial matters.”

Mr & Mrs Stevenson

Client of Chris Macey

“I was very impressed and satisfied with all aspects of the service received from our Insight adviser. Thank you for all your help.”

Ms Garner

Client of Antony Howard

“My adviser is always prompt, pleasant and most of all gives me sound advice.”

C Alexander

Client of Glen Newell

“Dave took the time to meet us on a Saturday and made a rather depressing conversation straightforward and light-hearted. We will be in touch with further financial needs soon.”

Mr & Mrs Crowther

Client of David Smith

“A professional service provided in easy to understand language.”

R Mason

Client of Mike Phillips

“We would not have been able to have the lifestyle we now enjoy without the excellent advice we have received over the last ten years.”

I & R Payne

Client of Antony Howard

“I would like to say that all the staff, when I needed to ring, were excellent. Nicky Groom was always pleasant and helpful.”

J & L Sargant

Client of Derek Howell

“Derek provides a service, which over many years has always been flexible & professional. I have recommended him to friends & family.”

T Copeland

Client of Derek Howell

“We have always felt valued by Daniel and kept fully informed at our review meetings. This is in stark contrast to other advisers we have used. Thank you!”

Mr & Mrs Foks

Client of Daniel Appleton

“Fantastic service.”

T & C Flegg

Client of Chris Macey

“Friendly experience, explained all carefully.”

J Gooch

Client of Daniel Appleton

“We had an incredibly productive and proactive meeting with Alice this evening. Her manner and professionalism was exemplary. Thank you for organising this and I would be grateful if you could pass on our thanks again to Alice. Megan and I look forward to working with Alice over the next few years to ensure that we are on track for retirement.”

Mr & Mrs Brown, 2022

Client of Alice Ward-Smith

Insight Financial Associates Areas Of Expertise

Simply better financial services for you, your family and your business!

Investment

Your investments will be expertly managed by our advisers.

Pensions

Securing your future with a pension is potentially one of the most important decisions that you will make throughout your life. 

Protection

Insuring you and your family are covered should an expected event occur.

IHT Planning

We can assist with any IHT matter you may require.

Cash Flow Planning

Helping you plan for your today and tomorrow.

Corporate

Our team of experts can help you make the right choices.

Our Companies

Say hello to the Insight group of companies...

Insight Financial Associates

With our forward-thinking approach and combined professional experience, Insight brings together an unrivalled ‘wealth’ of expertise and knowledge in financial services. The independent status enables us to provide an impartial and individual service to our valued clients.

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Property Investor Partnership

We are specialists in securing high yield property investment opportunities that will generate surplus income and achieve long term capital growth.  We introduce investors to Solicitors and Mortgage Brokers who specialise in investor property purchase. Our clients are supported every step of the way, from reservation through to securing the first tenant. 

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Insight Private Finance

We are experts in securing finance for a broad range of properties for either residential or investment purposes. We can advise you on insurances to protect your home, income, lifestyle and for landlords to protect their property portfolios. 

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Penvest

We manage and review an employer’s benefits scheme including group pensions, death in service and income protection, enhancing current arrangements where possible. Our Auto Enrolment “Health Check” helps keep firms compliant with The Pension Regulators requirements.

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Foresight Estate Planning & Will Writing

We specialise in the preparation and drafting of Wills, together with a wide range of other legal services, including the setting up of Trusts (both life-time Trusts and post death Trusts) and Powers of Attorney. 

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Insight Accountancy Services

We give guidance and advice around personal or business taxation queries. We can guide you through the administration side of book-keeping and completing tax returns in a timely manner, providing security in knowing that all elements of your finances are in good order.

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Looking for a little more insight?

Make an appointment with Insight Financial Associates today!

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Insight IFA – Helping you achieve your financial freedom!

Insight Financial Associates maintain an open and friendly relationship with our clients. Our aim is to 'take the fear out of finance' by offering the very finest financial advice that delivers results time and time again.

About Insight IFA

About Us

All the information about us and the philosophy behind who we are.

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Meet the Team

Meet the Team

Insight Financial Associates advisers and marketing team.

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Contact your nearest office today and begin your financial journey.

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