Insight Financial Associates Reviews 12

I was recommended Insight FA by some friends who they had successfully used to consolidate pensions and plan for retirement, exactly what I needed advice on. Over several meetings and months I have moved my money purchase pension plans into more suitable bespoke portfolios, transferred ISAs and invested in property loan notes all as part of a detailed cash forecast plan to retirement. Throughout I have been impressed by all the professional and helpful advisors at Insight that I have dealt with and would have no hesitation in recommending them to help with your finances.

Mike and his team offer great advice and allowed my investments to grow steadily even through challenging times.
Would highly recommend them if you want good advice for your future financial planning.

Our experience with Insight has been excellent. They have always given relevant and thoughtful advice whilst understanding our specific circumstances at the time, be it during probate or times of financial uncertainty over the last 15 years. I would not hesitate in recommending (and have done in numerous occasions).

I have had all my financial concerns dealt with by this company. From receptionists to financial advisors and accountants they are all very helpful and have greatly helped my financial portfolio be in the excellent position it is today. I have been with the company for many years and would have no concerns strongly recommending them to review and assist with your finances. In fact I have personally referred many of my friends to this company!

Very professional advice. Well informed and no pressure to make investments. Since we have made our investments over the past 8 years, we have seen a very good return to date, and we will continual to stay with Insight.
Would highly recommend

We have trusted insight with our investments and pensions for over 15 years. Can recommend

Our financial advice from Insight has always been exemplary. We have regular meetings and do not worry any more about investing,or managing our savings because help is always at hand.
It is a blessing to be able to trust Insight to look after our finances,they have never let us down.

Insight have looked after our financial affairs following our retirement over 3 years ago. We have received not only personalised, informed, excellent advice but have also enjoyed amazing financial benefits from their extensive knowledge and experience. We highly recommend.

We have received excellent investment advice and a highly professional service from Insight.

We use Insight Financial Associates across both our business and personal affairs, and our experience has consistently been excellent. The advisors we deal with are always helpful, approachable, and knowledgeable, taking the time to clearly explain options and provide tailored advice.

Their professionalism and responsiveness give us real confidence that our finances are in good hands. Whether it’s day to day queries or longer term planning, they are always willing to go the extra mile to support us. We would highly recommend their services to anyone looking for reliable and trustworthy financial advice.

Very professional and efficient service with time taken to really understand my circumstances and financial position. Advice explained clearly. Very happy with the service provided, can highly recommend.

For a company with pages of upheld
Complaints re: Cape Verde & various failed unregulated investments I’m NOT surprised they never get any industry awards.

Refer to Financial Ombudsman Service to verify the above.

Worth avoiding.