What departments does Insight Financial Associates have?

Insight Financial Associates has employees across 10 departments including Entrepreneurship, Business, Marketing, Finance, Administrative.

What is the largest department at Insight Financial Associates?

The largest department at Insight Financial Associates is Finance with 22 employees.

Where are Insight Financial Associates employees located globally?

Insight Financial Associates has employees across 2 continents and 4 countries including United Kingdom Of Great Britain And Northern Ireland, Lithuania, Portugal, United States Of America.

How has Insight Financial Associates's team size changed over time?

Insight Financial Associates's team has grown from approximately 88 to 93 employees based on available data.

Insight Financial Associates Employee Directory

Financial ServicesEngland, United Kingdom51-200 Employees

Insight Financial Associates is a financial services firm based in Norwich, East of England, offering independent financial planning for individuals, families, and business owners. Its advisers work to understand clients' priorities and deliver guidance tailored to their goals and circumstances, prioritizing clear, independent advice. The firm supports long-term planning across investment, retirement and pension planning, protection, and estate planning, serving clients across the UK.

It operates with sister companies that bring together specialists in financial planning, mortgages, estate planning, and property investment to deliver integrated solutions. In December 2025, the firm participated in an industry event (IFA), reflecting ongoing engagement with the broader professional community.

Insight Financial Associates Global Highlights

Europe
126

United Kingdom Of Great Britain And Northern Ireland
123
Lithuania
2
Portugal
1

North America
7

United States Of America
7

Insight Financial Associates's Leadership

J. B.
Ceo
Mobile Phone
Email
K. W.
Head Of Marketing
Mobile Phone
Email
J. T.
Head Of Finance
Mobile Phone
Email
D. L.
Owner
Mobile Phone
Email
I. H.
Performance Coach For New Starters | Head Of She Means Business At Insight Financial Associates
Mobile Phone
Email
R. B. D.
Associate Director & Ifa
Mobile Phone
Email
A. H.
Director
Mobile Phone
Email
H. M.
Director
Mobile Phone
Email

Insight Financial Associates Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Business
Consultant
Recruiting
Other
Support

Contact profiles from Insight Financial Associates

Name

Title

Contact

Location

Last Update

C. T.
Independent Financial Adviser
Mobile Phone
Email
United Kingdom
Mar 25, 2026
D. O.
Pensions & Investment Implementation Specialist (independent Financial Advisor)
Mobile Phone
Email
United Kingdom, England
Aug 28, 2026
J. C.
Financial Advisor
Mobile Phone
Email
United Kingdom, England
Sep 03, 2026
J. B. D.
Independent Financial Advisor
Mobile Phone
Email
United Kingdom, England
Jun 29, 2026
K. U. B. H. D.
Independent Financial Advisor
Mobile Phone
Email
United Kingdom, United Kingdom
Mar 02, 2026
M. P.
Independent Financial Adviser
Mobile Phone
Email
United Kingdom, England
Sep 02, 2026
T. H. A.
Independent Financial Adviser
Mobile Phone
Email
United Kingdom, England
Mar 24, 2026
J. C. B. H. D.
Independent Financial Advisor
Mobile Phone
Email
United Kingdom, England
Sep 02, 2026
V. L.
Marketing Executive
Mobile Phone
Email
United Kingdom, England
Jun 24, 2026
C. W.
Independent Financial Advisor
Mobile Phone
Email
United Kingdom, England
Aug 11, 2026

Frequently Asked Questions

What is Insight Financial Associates known for?

Insight Financial Associates was founded in 2004 and operates in the Financial Services industry. Explore Insight Financial Associates's company overview page for more information.

What is Insight Financial Associates's most common email format?

Insight Financial Associates employees' email format typically follows the pattern of First.Last@insightifa.com. Trying to find reliable and up-to-date employee contact data? Find more Insight Financial Associates email formats with LeadIQ.

How many employees does Insight Financial Associates have currently?

Insight Financial Associates has approximately 120 employees as of August 2026. These team members are located across 2 continents, including Europe and North America.

Who are Insight Financial Associates's key employees and leadership?

As of August 2026, Insight Financial Associates's key employees include:

Ceo: J. B.
Head Of Marketing: K. W.
Head Of Finance: J. T.
Owner: D. L.
Performance Coach For New Starters | Head Of She Means Business At Insight Financial Associates: I. H.

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Insight Financial Associates Employee Directory

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