Business Details
21 Years
experience
Your Trusted Insight Financial Associates in Norwich
Insight Financial Associates is a client-centred financial services firm with over two decades of expertise in investment management, pension planning, and wealth protection. Our team of qualified advisers delivers impartial, transparent advice tailored to individual client needs, combining technical knowledge with a personal touch. We prioritise long-term relationships, offering ongoing support to help clients navigate financial decisions with confidence.Our independent status allows access to a wide range of products, ensuring bespoke solutions for both personal and corporate clients. With a commitment to education and clarity, we aim to demystify finance while maintaining rigorous compliance with regulatory standards.
Services
Investment Management
Pension Planning
Protection Insurance
Inheritance Tax Planning
Cash Flow Analysis
Corporate Finance
Estate Planning
Taxation Advice
Details
- Year established: 2005
Highlights and features
- Client-centred approach with tailored financial strategies
- Team of qualified advisers with specialist industry knowledge
- Transparent, jargon-free communication of complex financial concepts
- Independent status providing access to diverse investment products
- Proven track record of long-term client relationships since 2005
Associations and certifications
- Financial Conduct Authority 458421
What people say
Expert, trustworthy advice
Personalised service approach
Clear communication of complex topics
Long-term client relationships
Professional yet approachable team
Services
Investment Management
Our expert advisers create diversified investment portfolios aligned with your risk profile and financial goals. We monitor market trends while maintaining regular reviews to ensure your investments remain on track. Clients benefit from access to exclusive funds and ongoing portfolio adjustments that respond to changing market conditions and personal circumstances.
Pension Planning
We develop comprehensive pension strategies to secure your financial future, including workplace pensions, personal pensions, and self-invested schemes. Our specialists provide SIPP advice and retirement income planning to maximise your post-work lifestyle while ensuring compliance with current tax regulations.
Inheritance Tax Planning
Our specialists create tailored strategies to minimise inheritance tax liabilities through trusts, lifetime gifts, and business property relief investments. We coordinate with legal professionals to ensure your estate planning aligns with wills and powers of attorney arrangements for complete succession planning.
Protection Insurance
We design bespoke insurance solutions to protect your income, health, and family finances against unforeseen circumstances. This includes life cover, critical illness protection, and income protection policies tailored to your personal and professional circumstances.
Corporate Finance
Our corporate specialists advise businesses on pension schemes, succession planning, and financial strategy. We provide auto-enrolment compliance checks, executive benefits packages, and cash flow management solutions to support sustainable business growth.
People
Jason Howard
Managing Director
With over 20 years' experience in financial services, Jason leads our advisory team with expertise in investment strategy and corporate finance. He established Insight Financial Associates to provide impartial advice focused on client outcomes rather than product sales.
Natasha
Estate Planning Specialist
As part of the Foresight team, Natasha specialises in wills and estate planning, bringing technical expertise and compassionate guidance to help clients protect their legacies through tailored trusts and succession arrangements.
Questions
What financial services does Insight Financial Associates offer?
We provide investment management, pension planning, protection insurance, inheritance tax planning, cash flow analysis, corporate finance solutions, estate planning, and taxation advice.
How does Insight Financial Associates differ from other advisers?
Our independent status allows access to diverse products, while our client-centred approach combines technical expertise with clear communication and long-term relationship building.
Can I access my financial documents online?
Yes, our secure online portal provides document storage, electronic signing, portfolio valuations, and direct messaging with your assigned adviser.
How do I schedule a financial consultation?
Complete our online appointment form or contact our Norwich office directly to arrange face-to-face, telephone, or video consultations with a qualified adviser.
Is my financial information kept secure?
We maintain GDPR compliance with encrypted document transfer, secure storage systems, and regular cybersecurity audits to protect all client information.
Reviews (6)
Matt Oldfield
Feb 19, 2022
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Martin helped me to consider my life insurance and critical illness cover needs with sensitivity and skill. Throughout the process he displayed a deep level of knowledge of the products, and was able to turn the technical detail into clear understandable English, and put me at ease through the whole process. I would 100% recommend Martin and his team.
David Walker
May 12, 2021
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Martin Jackson is an outstanding individual, not just as the man I trust with the fundamental aspects of managing my pension plans and other elements of my portfolio, but as a genuinely nice guy. He knows his 'stuff' - a prerequisite when you're entrusting your financial planning to him - but he communicates with great clarity, cutting through any fiscal gobbledygook, so I always have a clear picture of where I stand at any given time. He is diligent, articulate and knowledgeable and I would have no hesitation in singling him out as an excellent independent financial adviser. Highly recommended.
Annette Jones
May 03, 2021
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My experience with Insight is fantastic. My FA is Richard Beardsworth. I have had advice from Richard for about 6 years. He is extremely professional, knowledgeable and trustworthy and he is really good at explaining complex financial issues in a way I can understand. I was really nervous about being able to retire and he had provided me with tools and forecasts so that I can feel secure in my decisions. I can't recommend Richard highly enough. It's such a big decision to trust someone with you finances and I feel really secure in my decision.
Linda Taylor
Apr 29, 2021
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I was introduced to Richard following a divorce. On his first visit he took the time to talk through all the details and was happy to answer any questions I had. He is very knowledgeable about the business and instils a confidence that he is very capable. We have 6 monthly reviews which I find useful. I find him a very personable young man and would recommend him.
Alison Tonkin
Apr 16, 2021
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Martin is very personable and has excellent communication skills that make dealings with him easy and straightforward. I have found his advice and guidance to be pitched at my level of understanding, which is good as it means I can make informed decisions with confidence. Martin is very patient and when needed gives gentle nudges to ensure things get done in a timely manner - always professional and always with a smile.
Pamela Abbott
Feb 25, 2021
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My husband and I thoroughly recommend Richard Beardsworth to anyone considering engaging a Financial Adviser. Before we met Richard we were quite anxious about how to proceed sorting out our finances for the future coming up to retirement. As early as our first meeting our confidence was given a boost. Richard is friendly and interested in us, our lives and plans for the future. He is always happy to explain our options giving clear professional guidance.
