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Insight Financial Associates is a family owned business, striving to help families manage their finances and plan for a secure future. We offer a customer centred approach which is at the core of all we do.
Insight have been operating in the financial services industry since 2004, and the business has quickly grown to having offices around the UK. Our financial advisers travel around the UK to visit clients, and we now have offices in Norwich, London, Sevenoaks, St. Ives, Bromley and Leicestershire.
We pride ourselves on offering an overall financial health check on your finances, we believe this is extremely important when growing your own family, being financially secure is one less thing to worry about. We offer the following services:
- Financial Protection – life cover, income protection & critical illness
- Investment advice
- Pension advice
- Inheritance Tax Planning
- Cashflow planning
- Corporate business financial advice
We also have sister companies whom we work closely with, these are:
- Foresight Estate Planning and Will Writing
- Insight Private Finance – specialising in mortgage advice
- Insight Accountancy Services
- Property Investor Partnership – specialising in investing in property
Our clients are of upmost importance to us so we ensure that we cover all areas in our financial reviews to make sure the clients are getting the best quality service as they can.
I have been a financial adviser for almost 20 years now and have vast experience in dealing with the financial needs of my clients as they go through the journey of life – from buying their first home, becoming parents, helping meet the cost of private or further education, all the way through to retirement, and everything in between.
Ensuring that clients have adequate financial protection in place should life throw a curve ball is, by far, the most important aspect of my role, and forms the foundation of any solid financial plan. I have helped hundreds of families over the years to understand and quantify their protection needs, by putting together a protection package that is individually tailored to their needs as a family, and their goals and dreams for the future.
As a working mother with three very energetic little boys to love and care for, I understand the changing needs of a young family, and the worries that parents have – “Who would care for my children if something happened to me?” “How would my husband cope financially if I wasn’t able to work due to a serious illness?” “How would I afford the mortgage if I had to take time if one of my boys were seriously unwell?”
Let’s face it – these situations are hard to think about but having an understanding of the financial burden that could arise from being in one of these situations and ensuring that you have the right cover in place provides the peace of mind that money can’t buy. We live in hope that we never need to make a claim, but if the worst should happen, it will mean that the associated financial worries are taken out of the picture which can be such a huge relief at a difficult time.
As part of our initial consultation, we will explore the individual goals, dreams and aspirations for each of our clients and work alongside them to put the financial plans in place to help them achieve them, whatever life has in store along the way.
- Insurance & protection
- Pensions & retirement
- Financial planning
- Tax & trust planning
- Long Term Care
BA (Hons) in Business Management
Diploma in Financial Planning
Certified in Mortgage Advice