What are the 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

Insight Financial Associates

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Norwich
Insight Financial Associates

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

01/09/2026

September often feels like a reset. The school bags are packed, summer holidays are over, and familiar routines start to return. It can also be a natural time to think about the younger people in your family and how you might support them.

Whether you want to help with a future home, education costs, long-term savings or early retirement planning, there are several practical ways to make a difference. The important thing is to give in a way that feels right for you, works for them and still protects your own financial security.

Here at Insight our Independent Financial Advisers help people with these subjects every day. If you’d like to talk about your plans, we’d be very pleased to help.

28/08/2026

A little healthy competition, a lot of team spirit! Last week the Insight team came together for our first annual staff sports day. From friendly competition and team challenges to plenty of laughter along the way, the evening was a fantastic opportunity to connect with colleagues from across the business and enjoy some well-earned time together 🏃‍♂️🏅✨

Of course, no sports day would be complete without great food, and we're grateful to Berties Pizzas for keeping the team fuelled throughout the event with their fantastic pizzas. 🍕👏

While events like these are great fun, they also reflect something much deeper about who we are as a business. At Insight, we believe that when people feel supported, valued and connected, they're better able to support our clients. The strong relationships we build as a team help create the collaborative culture that enables us to deliver the personal, dependable service our clients know us for.

A huge thank you to everyone who took part, organised and helped make the day such a success. Here are some of our favourite moments from the event!

26/08/2026

🐾 Happy International Dog Day! 🐾Today we're celebrating our loyal, energetic and tail-wagging companions by introducing some of the dogs belonging to the Insight team.

❤️ Whether they're enthusiastic walking partners, expert stress relievers, or always waiting at the door after a busy day, our dogs bring so much happiness to our lives. We're proud to share a few of the four-legged members of the Insight family who keep us smiling every day.

📸 Swipe through to meet them all!

24/08/2026

🎉 Double success for Insight! 🎉

We're proud to share that Aimee Calleja and Jack Campbell-Wallis have both been shortlisted for Young Administrator of the Year at the Money Marketing Awards 2026.

As valued members of our Client Support team, Aimee and Jack play a vital role in delivering the high levels of service our clients and advisers rely on every day. Their dedication, professionalism and commitment to supporting positive client outcomes make them thoroughly deserving of this recognition.

To have not one, but two team members shortlisted is a fantastic achievement and reflects the strength of talent across our business. Congratulations, Aimee and Jack.

We're all incredibly proud of you and look forward to celebrating with you at the awards in October. 👏

21/08/2026

⭐ Feedback Friday ⭐
There's nothing more rewarding than hearing how we've helped our clients feel confident about their financial future.

A huge thank you to Sarah and Spencer for their kind Google review about Independent Financial Adviser Georgianna Lacey-Scane:

"Working with her is an absolute pleasure. She brings energy and enthusiasm that are a genuine breath of fresh air in the world of financial advice. She is highly knowledgeable, with a wise head on young shoulders, and has a real talent for explaining complex financial matters clearly and efficiently. She makes excellent use of technology while maintaining a personal touch, taking the time to listen carefully and tailor her advice to our goals and risk appetite. Her communication is outstanding, consistently clear, responsive, and professional throughout. We have already recommended her to a friend, who was equally impressed, and would not hesitate to recommend her to anyone seeking a forward thinking, approachable, and highly capable financial adviser."

We're particularly pleased that Sarah and Spencer highlighted Georgianna's ability to explain complex financial matters clearly, combine technology with a personal approach, and tailor advice to their goals and risk appetite. Thank you for placing your trust in us and for recommending Georgianna to others. We're delighted to have played a part in your financial planning journey. 💙

Financial planning and investment advice are not suitable for everyone. The value of investments can go down as well as up, and you may get back less than you invested.

20/08/2026

💜 Giving Back Together 💜Yesterday, 41 members of the Insight team swapped their desks for a packing line as we joined Little Lifts for a special packing party.

Together, we helped prepare 135 radiotherapy care packages that will be provided to people undergoing breast cancer treatment, providing practical items and little moments of comfort during an incredibly challenging time.

🚐 Today, our Director Client Support, Sonia Collings delivered the boxes to Ipswich Hospital for distribution.

We’re proud to support Little Lifts and the amazing work they do for individuals and families across our community.

A huge thank you to everyone from Insight who got involved and helped make a difference.

17/08/2026

Could the way you use your ISA be changing?

From April 2027, new ISA rules could affect how much cash savers under 65 can hold tax-efficiently, including a new 22% charge on interest earned on cash held within certain investment ISAs.

If you rely on cash ISAs as part of your savings strategy, now is a good time to understand what’s changing and how it could impact you. Read our latest article to learn more 👉https://www.insightifa.com/new-isa-rules-from-2027-what-savers-need-to-know/

Please note: Tax treatment depends on individual circumstances and may be subject to change in the future. Investments can go down as well as up, and you may get back less than you invest.

13/08/2026

🎓 Exam Results day advice from the Insight team

Results day can feel like a defining moment, but it’s important to remember that one set of results doesn’t determine your future.

We asked members of the Insight team one simple question: “What would you tell your 16 or 18-year-old self on results day?” Whether you’re collecting A-Level, T-Level, BTEC, GCSE’s or other exam results this summer, be proud of the effort you’ve put in and remember that this is just one step on your journey.

Good luck to everyone receiving their results this month - your future won’t be defined by a single day, a single grade, or a single decision. Keep moving forward and believe in yourself.🍀

12/08/2026

📊 Do you know how much you're paying in pension charges?

The Financial Conduct Authority (FCA) has warned that some older personal pensions may be delivering poorer value than newer alternatives, with higher charges potentially reducing retirement savings over time. If you've had a pension for many years, or haven't reviewed it recently, now could be a good opportunity to check whether it's still working hard for you.

Read our latest article to find out what the FCA's findings could mean for your retirement planning.👉 https://www.insightifa.com/could-your-older-pension-be-costing-you-more-than-you-think/

If you'd like a review of your existing pensions, get in touch with our team today on 01603 268080 or [email protected]

The value of investments can fall as well as rise, and you may get back less than originally invested.

10/08/2026

👋Meet the team Monday! This month we chat to Greg Ryan our Performance Director based in Norwich.

👨🏽‍💼How long have you worked at Insight?
4 years.

❤What do you love most about your role?
Watching advisers grow and reach their full potential.

❓What makes Insight different?
We have a huge personality! Insight is independent in every sense of the word.

🫖Tea or Coffee?
Tea.

👫What do you enjoy outside of work?
Spending time with family. When all my family are around we enjoy each others company and share stories.

👍What motivates you?
Helping people achieve their potential, either with financial goals or careers aspirations.

💼What is the best career advice you have ever been given?
Don't wait for the inspiration, focus on the habits that ensure success becomes inevitable.

🌙Tell us one fun fact about you...
I once met and shook hands with the first man to walk on the moon.

✈Where is your dream destination?
Bora Bora in the South Pacific

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

https://www.insightifa.com/

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