Insights

Holistic Financial Services Insight Financial Associates offers a comprehensive range of services including financial planning, mortgage solutions, estate planning, and property investment, presenting opportunities to cross-sell integrated financial products and services across different client needs.

Client-Centric Approach With a focus on personalized service and peace of mind, the company appeals to high-net-worth and family clients seeking tailored financial solutions, opening avenues for targeted premium offerings and wealth management services.

National Presence Operating across multiple locations and supporting clients nationwide, Insight Financial Associates can leverage its broad reach to expand client acquisition efforts and develop strategic partnerships with local financial institutions.

Digital Engagement Utilizing modern tools like Google Fonts, reCAPTCHA, and social media integration, the company demonstrates a strong online presence, providing opportunities to enhance digital marketing strategies, virtual consultations, and online financial education initiatives.

Growth Potential With a revenue between $10M and $25M and a dedicated advisory team, there is significant potential to target similar wealth management firms or expand service offerings in niche markets such as property investment and legacy planning to accelerate growth.

Insight Financial Associates Tech Stack

Insight Financial Associates uses 8 technology products and services including Google Fonts API, parallax.js, SWFObject, and more. Explore Insight Financial Associates's tech stack below.

  • Google Fonts API
    Font Scripts
  • parallax.js
    Javascript Libraries
  • SWFObject
    Miscellaneous
  • Priority Hints
    Performance
  • reCAPTCHA
    Security
  • GeneratePress GP Premium
    Web Platform Extensions
  • GeneratePress
    Web Platform Extensions
  • Facebook
    Widgets

Insight Financial Associates's Email Address Formats

Insight Financial Associates uses at least 1 format(s):
Insight Financial Associates Email FormatsExamplePercentage
First.Last@insightifa.comJohn.Doe@insightifa.com
87%
First@insightifa.comJohn@insightifa.com
7%
First.Middle@insightifa.comJohn.Michael@insightifa.com
4%
First.MiddleLast@insightifa.comJohn.MichaelDoe@insightifa.com
2%

Frequently Asked Questions

Where is Insight Financial Associates's headquarters located?

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Insight Financial Associates's main headquarters is located at 7a Alkmaar Way Norwich International Business Park Norwich, England nr6 6bf United Kingdom. The company has employees across 3 continents, including EuropeNorth AmericaAsia.

What is Insight Financial Associates's official website and social media links?

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Insight Financial Associates's official website is insightifa.com and has social profiles on LinkedIn.

How much revenue does Insight Financial Associates generate?

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As of March 2026, Insight Financial Associates's annual revenue is estimated to be $130K.

What is Insight Financial Associates's SIC code NAICS code?

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Insight Financial Associates's SIC code is 6163 - Loan Brokers NAICS code is 52 - Finance and Insurance.

How many employees does Insight Financial Associates have currently?

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As of March 2026, Insight Financial Associates has approximately 110 employees across 3 continents, including EuropeNorth AmericaAsia. Key team members include Head Of Marketing: K. W.Head Of Finance: J. T.Owner - Therapist: C. R. P.. Explore Insight Financial Associates's employee directory with LeadIQ.

What industry does Insight Financial Associates belong to?

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Insight Financial Associates operates in the Financial Services industry.

What technology does Insight Financial Associates use?

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Insight Financial Associates's tech stack includes Google Fonts APIparallax.jsSWFObjectPriority HintsreCAPTCHAGeneratePress GP PremiumGeneratePressFacebook.

What is Insight Financial Associates's email format?

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Insight Financial Associates's email format typically follows the pattern of First.Last@insightifa.com. Find more Insight Financial Associates email formats with LeadIQ.

When was Insight Financial Associates founded?

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Insight Financial Associates was founded in 2004.

Insight Financial Associates

Financial ServicesEngland, United Kingdom51-200 Employees

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 www.insightifa.com

Section iconCompany Overview

Headquarters
7a Alkmaar Way Norwich International Business Park Norwich, England nr6 6bf United Kingdom
SIC Code
6163 - Loan Brokers
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
51-200

Section iconFunding & Financials

  • $10M$25M

    Insight Financial Associates's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Insight Financial Associates's revenue is estimated to be in the range of $10M$25M

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