Insight Financial Associates
Insight Financial Associates is one of East Anglia’s leading firms of independent financial advisers, supporting clients across the UK. With the head office in Norwich, Norfolk, and with additional offices in Harlow, Westerham and St Ives. Insight delivers a truly national service. With a team of Independent Financial Advisers dedicated to helping clients achieve and maintain their desired standard of living, Insight provides tailored levels of service aligned to individual needs and financial objectives. Insight Financial Associates is authorised and regulated by the Financial Conduct Authority. Working in partnership with: Insight Private Finance Ltd – Residential and Buy to Let mortgages, along with protection solutions. Foresight Estate Planning & Will Writing – legacy planning, trusts, and will writing. Insight Accountancy Services - an extensive range of accountancy services to both corporate and private clients. The services offered include tax advice, book keeping, monthly payroll and end of year accounts Through these specialist businesses, Insight Financial Associates are able to deliver clients an integrated, holistic approach to financial planning. For more information, call 01603 268080 or visit
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Verified contacts
92
available on Kipplo
LinkedIn employees
110
51 to 200 range
Open roles
—
no listings
Distinct roles
46
indexed titles
Tech stack
2
tools in use
Monthly traffic
105
organic / mo
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Decision-makers and verified team members
92 contacts with verified email or phone · masked until revealed.
- JC
Jenna Chandler
Independent Financial Advisor · Finance & Accounting
EmailPhone - JZ
Joseph Zammit
Senior Mortgage and Protection Specialist · Sales & Business Development
EmailPhone - AA
Ankit Aggarwal
Assistant - Financial and Investment Advisor · Finance & Accounting
EmailPhone - GN
Glen Newell
Independent Financial Adviser · Finance & Accounting
EmailPhone - JK
Jason Knights
Independent Financial Adviser · Finance & Accounting
EmailPhone - MJ
Martin Jackson
Independent Financial Adviser · Finance & Accounting
EmailPhone - CW
Chris Woodhouse
,' · Other
EmailPhone - GS
Glen Smith
Head of Health and Employee Benefits · Human Resources
EmailPhone - RN
Rachel Neal
Director Client Support · Customer/Client Service
EmailPhone
Showing 9 of 92 verified contacts
Top roles at Insight Financial Associates
46 distinct titles indexed · top 10 shown.
- 15independent financial adviser
- 13independent financial advisor
- 3client support
- 3ifa
- 3personal assistant
- 3trainee financial adviser
- 2client services & trainee independent financial advisor
- 2director client support
- 2executive client support
- 2financial advisor
- +36more titles
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