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Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

Insight Financial Associates

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Insight Financial Associates

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Independent financial advice bringing you clarity, confidence and long-term peace of mind. Trusted since 2004.

15/10/2026

A little creativity, a lot of community spirit.

We’ve loved building our relationship with Westerham charity We Are Beams, which supports disabled children, young people and their families.

Recently, children from We Are Beams created some brilliant artwork for one of our meeting rooms, inspired by the Clare School display in our Norwich office. We were delighted to welcome Aisha from Beams to see the finished display, meet the SEND Protect team and spend some time together.

For us, being part of a community means more than simply having an office there. It means getting involved, building genuine relationships and supporting the people and organisations doing great things locally.

14/10/2026

Could changes to the State Pension triple lock affect your retirement plans?

There’s been plenty of discussion around proposed changes to the State Pension triple lock, but what do they actually mean for you? The key point is that nothing is changing immediately. The current triple lock is expected to remain in place for the rest of this Parliament, with proposed changes not due until April 2030.

Under the proposals, the State Pension would still increase by at least inflation or 2.5%, while the Government has also stated it intends to maintain its value relative to earnings over the longer term. While the headlines may sound alarming, the real takeaway is that retirement planning should never rely on just one source of income. Your pensions, savings, investments and future goals all need to work together as part of a flexible financial plan.

Our latest article explains:
✅ What the triple lock is✅
What has been proposed from 2030
✅ Why the changes are being considered
✅ How cashflow planning can help you prepare for the future

Read the full article here: https://www.insightifa.com/state-pension-triple-lock-changes-what-could-they-mean-for-your-retirement/

Risk warning: A pension is a long-term investment. The value of investments and any income from them can fall as well as rise, and you may get back less than you invested. This article is for information only and does not constitute financial advice.

12/10/2026

It's meet the team Monday! This month we chatted to Independent Financial Adviser Sam Sparrow who is based at our Norwich office.

🧑‍💼 How long have you been with Insight?
4 years, I started in client support and have recently qualified as an Independent Financial Adviser.

💗 What do you love most about your role?
Meeting people with unique situations, every client I meet is different.

❓ What do you think makes Insight different?
The people and the culture, it is a great place to work - truly putting the client at the heart of everything we do!

🍵 Are you a tea or coffee person?
Coffee

🌳 What do you enjoy doing outside of work?
Golf, gym and travelling to different European cities

👍 What motivates you in your work?
Making a difference in peoples lives.

💼 What's the best career advice you've ever received?
Don't be afraid of being told no, always ask.

🛤️ Tell us a fun or unusual fact about you.
I can solve a rubix cube in under 1 minute.

🌎 If you could travel anywhere tomorrow, where would you go?
Tokyo.

10/10/2026

🏆 Congratulations to Aimee Calleja and Jack Campbell-Wallis!

We’re delighted to celebrate Aimee and Jack, who were both finalists for Young Administrator of the Year at the Money Marketing MMI Awards 2026 in London this week.

Reaching the final is a fantastic achievement and well-deserved recognition of the hard work, care and commitment they bring to their roles every day.

We’re incredibly fortunate to have such dedicated people as part of the Insight team. A brilliant achievement, Aimee and Jack. Congratulations! 👏

08/10/2026

Keeping perspective when markets are moving.

Investment markets are constantly evolving, which is why staying informed can help you understand what’s driving change.

In our latest market commentary, we explore recent market developments and provide context around what they could mean for investors.

Read the full commentary here: https://www.insightifa.com/market-commentary-october-2026/

07/10/2026

Who would you trust to make important decisions for you if you couldn’t make them yourself?

It’s something many of us don’t think about until we need to.

A Lasting Power of Attorney (LPA) allows you to put the right people in place, people you choose and trust to step in if illness or an accident means you’re unable to make certain decisions yourself.

There are two types of LPA, covering Property & Financial Affairs and Health & Welfare, and each gives your chosen attorneys authority to help with different aspects of your life.

Without an LPA in place, being your spouse, partner, child or close relative does not automatically give someone the authority to take control of your affairs.

And there’s an important point to remember: you can only make an LPA while you still have the mental capacity to make that decision.

Our Powers of Attorney article explains the different types of LPA, the decisions they can cover and why putting the right people in place now can make such a difference later.

Planning ahead means the choice remains yours.

https://foresightwills.co.uk/services/powers-of-attorney/

06/10/2026

🏆 We’re officially one of FT Adviser’s Top 100 Financial Advisers for 2026!

With around 5,500 financial advice firms across the UK advice market, according to the FCA financial adviser survey 2025 - being recognised in the Top 100 is something we’re incredibly proud of.

For us, the most important part of this achievement is what sits behind it: our people and our clients. Every day, our teams work to provide independent, personal financial advice, helping our clients understand their options and make confident decisions about their future. So, this recognition is also an opportunity to say a huge thank you to our clients for continuing to place their trust in Insight, and to everyone across the Insight family who makes it possible.

https://www.ftadviser.com/content/e2c10380-f21d-423c-bae3-94fe7a118230

05/10/2026

📚 Happy World Teachers' Day! Today, we're celebrating the teachers, lecturers and education professionals who dedicate their careers to helping others learn, grow and succeed.

Through Insight for Education, we've had the privilege of supporting education professionals across the UK with retirement planning guidance and educational seminars designed to help them better understand their workplace pension schemes and long-term financial options. Teaching is about preparing others for the future. We believe you deserve the same confidence when planning your own.

If you’d like to find out more about our education retirement seminars and how we can support your team, get in touch with us on [email protected] 01603 268080

The value of your pension can go down as well as up. The benefits you receive will depend on investment performance and your personal circumstances.

03/10/2026

Life changes - and your Will should keep up.

A new relationship, marriage or separation. A growing family. A change in your finances. New property or assets. Even changes to tax and legislation.

There are plenty of reasons why the Will you made several years ago might no longer reflect your circumstances or what you want to happen in the future.

That doesn’t necessarily mean you need a new Will. A regular review gives you the opportunity to check that your wishes are still reflected, the right people are provided for and your estate planning continues to work as intended.

In our article The Joy of Six, we explore six valuable reasons to review your Will.

https://foresightwills.co.uk/the-joy-of-six-6-valuable-reasons-to-review-your-will-now/

When did you last review yours?

01/10/2026

☕ International Coffee Day ☕ Today, we’re celebrating great coffee with a purpose. At Insight, we are proud to support Blue Bear Coffee Co. a charity making a positive difference in the lives of children and young people through education, support and opportunities for a brighter future.

If you're enjoying a coffee today, why not visit Blue Bear Coffee on Tombland in Norwich? Every purchase helps support the charity's valuable work and contributes to creating positive change in our community. Because sometimes something as simple as a cup of coffee can make a meaningful difference.

https://bluebearcoffee.com/tombland/

☕💙

Address

Insight House, 7a Alkmaar Way
Norwich
NR66BF

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Telephone

+441603268080

Website

https://www.insightifa.com/

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