Insight Financial Associates

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

⭐ Feedback Friday ⭐We love ending the week by sharing some of the kind words our clients have recently shared…This week,...
26/06/2026

⭐ Feedback Friday ⭐We love ending the week by sharing some of the kind words our clients have recently shared…

This week, we’re proud to recognise Independent Financial Adviser, Bardhe Lleshaj.

👏 Making that first step to speak with a financial adviser can feel daunting, which is why it’s so important that our clients feel welcomed, informed and supported from the very beginning. It's great to hear how Bardhe created a comfortable, no‑pressure environment while taking the time to offer clear, insightful guidance. That’s exactly what independent financial advice should be, personal, approachable and focused on helping you move forward with confidence.

Thank you for the wonderful Google feedback Morgan and a huge well done to Bardhe ✨

⛳ What a day! The grand total is in! Our annual charity golf day was a fantastic success, with 26 teams joining us on th...
24/06/2026

⛳ What a day! The grand total is in! Our annual charity golf day was a fantastic success, with 26 teams joining us on the course and a lively, packed evening with charity auction to round it off.

The generosity and support shown throughout the day was incredible. Together, we’ve raised £38,166.74 for our nominated charities, The Clare School, Little Lifts and Blue Bear Coffee Co., helping them continue the amazing work they do.

A huge thank you to everyone who took part, donated, sponsored and supported the day. Your contribution truly makes a difference. We’re already looking forward to next year!

https://www.insightifa.com/insight-charity-golf-day-2026-raises-vital-funds-for-local-norwich-charities/

☀️ Keeping cool at Insight…🍦With the temperatures rising this week, we wanted to make sure our team stayed comfortable w...
23/06/2026

☀️ Keeping cool at Insight…🍦

With the temperatures rising this week, we wanted to make sure our team stayed comfortable while continuing to support our clients with the same care and professionalism they expect from us. So, we arranged a little surprise… an ice cream van visit at the office!🍦

It was a lovely way to enjoy a well-earned treat as a team. Small gestures like this are all part of creating a positive, supportive environment where our people can thrive. At Insight, we know that looking after our team means they can give their best to our clients every day.

Meet the team Monday! This month we chatted to Fiona Braithwaite, Senior Client Support Team Leader at Westerham. What a...
22/06/2026

Meet the team Monday! This month we chatted to Fiona Braithwaite, Senior Client Support Team Leader at Westerham. What a claim to fame, here is what she had to say:

What do you love most about your role?
Looking after clients and seeing the end result of how we have helped them as well as supporting my team.

What do you think makes Insight Financial Associates different?
The wonderful things we do for charity and the welcoming environment.

Are you a tea or coffee person?
Tea milk no sugar.

What do you enjoy doing outside of work? I enjoy spending time with my family. I have two children Jessica 3 and Jacob 5. My weekends are spent taking them to swimming/tennis/ballet and various parties.

What motivates you in your work?
My family motivates me daily, everything I do is for them. I went back to work for my children to show a mummy can achieve her goals and have a career as well as look after them.

What’s the best career advice you’ve ever received?
If you love what you do, you'll never work a day in your life.

Tell us a fun or unusual fact about you.
On my 21st birthday David Beckham sang Happy Birthday to me at a restaurant in London.

If you could travel anywhere tomorrow, where would you go?
Mauritius, where I had my honeymoon.

💭 Thinking about seeing a financial adviser… but not sure where to start?Preparing for that first conversation can make ...
19/06/2026

💭 Thinking about seeing a financial adviser… but not sure where to start?

Preparing for that first conversation can make all the difference, not just in how confident you feel, but in the quality of advice you receive. From understanding your cash flow to getting clear on your goals, a little preparation can turn a good meeting into a truly valuable one.

Our latest article breaks down exactly how to get the most from your first meeting and why it’s about more than just paperwork.

👉 Read more: https://www.insightifa.com/preparing-to-see-a-financial-adviser/

This post is NOT advice. You should always seek advice from a professional financial adviser

17/06/2026

🎓 Last month, we had the pleasure of attending the UEA GradFair.

It was fantastic to meet so many ambitious and talented students exploring their next steps and considering a career in finance. We had some great conversations about the different pathways into the industry, what it’s really like working in financial advice, and the skills that can help you succeed.

In recent years, we’ve been proud to welcome a number of UEA graduates into our team, many of whom have gone on to qualify as financial advisers, something that really reflects the strength of talent coming from the university. It’s always inspiring to see such enthusiasm and curiosity from the next generation of professionals.

A big thank you to everyone who stopped by to chat with us, we loved hearing about your goals and aspirations, and we hope we were able to provide some helpful insight along the way. We look forward to seeing where your journeys take you 👏

🤝 Comprehensive support for every stage of your financial journey. At Insight Financial Associates we know that effectiv...
15/06/2026

🤝 Comprehensive support for every stage of your financial journey.

At Insight Financial Associates we know that effective financial planning goes beyond investments and pensions. That’s why we work closely with our sister company, Insight Accountancy Services, to provide truly joined‑up support for our clients.

Insight Accountancy Services offer an extensive range of services to both corporate and private clients, including; tax advice, bookkeeping, monthly payroll and end‑of‑year accounts, helping ensure every aspect of your finances is aligned. Having access to a dedicated accountancy team allows us to look at the bigger picture, from managing your day‑to‑day finances to planning confidently for the future. It’s about making sure every piece works together seamlessly, so you can make informed decisions with clarity.

It’s another way we deliver the clear, personal and holistic financial advice Insight is known for, always with your goals at the centre.

https://www.insightaccountancyservices.co.uk/

Tax treatment depends on your individual circumstances and may change in the future. This post is NOT advice. You should always seek advice from a professional financial adviser.

11/06/2026

⛳️ Today we’re at Barnham Broom for the Insight Charity Golf Day 2026.

Bringing together clients, partners and friends to enjoy a fantastic day of golf while raising money for three incredible charities:

💙 Blue Bear Coffee
💜 Little Lifts
💚 The Clare School

Thank you to everyone taking part, sponsoring, donating and supporting. Let’s make a difference together.

Address

Insight House, 7a Alkmaar Way, Norwich International Business Park
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

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