Insight Financial Associates Ltd.

My wife and I have been with Insight for over 25 years. Our original adviser was Derek Howell. Derek was of immense help over the years with his advice and guidance regarding a number of times we needed pointing in the right direction. Derek became more of a friend than just a financial adviser and we were sorry to see him go. Philip Donelly took over our account when Derek retired and has been another reliable and extremely helpful replacement. I would be happy to recommend Derek and Insight to anybody requiring help with their finances.

We felt at sea working out what to do with pension savings and inheritance after retirement. Finding Alice Ward- Smith at Insight gave us all the answers we needed. She has been invaluable in supporting us with our ongoing questions. Alice's knowledge and ability to simplify complex financial issues has been fantastic. It has been refreshing to see her passion for her work and we really benefit from her up to date knowledge of financial changes and new products. Alice has recommended several tax efficient strategies for us personally and for our family longer term. When fiscal rules change to our detriment Alice finds a solution. She has great attention to detail and responds quickly. We feel our finances are on a much sounder footing. Alice always finds solutions and through her we have also used the will writing and accountancy services at Insight. Putting aside Alice's knowledge and advice she is very personable. She is punctual, smartly turned out and has a great memory, taking interest in our large family. We really couldn't be without her now and have recommended her to a number of other people.

I was recommended Insight FA by a colleague and this year, when I needed financial advice on investments, inheritance and pensions, I contacted them myself. Alice Ward-Smith is my adviser and I couldn't be happier with the service I am receiving. She spend considerable time getting to know me and my ethical preferences so that my money is working in places I feel happy about. I am impressed by her personal approach and her attention to detail. I don't feel pushed into anything I am unsure about and Alice is generous with her time in explaining procedures that I am unfamiliar with. Very satisfied!

I have been with Insight since the mid 1990’s and have received honest , practical financial advice initially from Ian Green and more recently Alice Ward- Smith . I was concerned when Ian retired but Alice has stepped into his financial shoes and instantly came across as friendly , knowledgeable and professional , immediately putting me at ease. I always feel well informed and well advised after our discussions but never under pressure to make instant financial decisions or changes . Alice has given me a better understanding of managing my finances in retirement and I look forward to our conversations . She is always available and communicative . I regard her as a friend as well as my Financial Advisor . I have recommended firstly Ian, and now Alice to colleagues , friends and family who I am pleased to say are equally delighted and impressed by the service they have received . Keep up the excellent work !

Been with Insight for a number of years now, Zoe Hart being my advisor. Clear, concise financial advice not only suited to my personal financial situation but put in a way that I can understand and feel fully informed, giving me total peace of mind regarding my finances. I would not hesitate to recommend Insight Financial Associates to anybody wishing to make the most of their money.