Insight Financial Associates Ltd. - Norwich

Jacqui BUNKER-Dare

We are posting this review as we have been so impressed with our advisor at Insight. He has been our financial advisor for a couple of years now and we have been nothing but impressed.

He is personable and professional and we have found him to be really approachable. He gives sound advice and we always feel he has our best interests at heart.

Thanks Ashley Filby. You are very much appreciated.

Sally Thomson

Richard Beardsworth has looked after my pension plans and other financial matters for the last few years and I have always been extremely happy with the advice and service I have received. His professional attitude together with his personable approach have enabled us to build a very good business relationship. I totally trust his advice and have been really pleased with the excellent communication I have received from him at all times. All information and advice is clearly explained in easily understood terms and this is much appreciated when decisions need to be taken on important financial steps. I thoroughly recommend Richard and Insight Financial Associates.

Annette Jones

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.

Pamela Abbott

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.

michael gunn

We have been dealing with Insight and Richard Beardsworth in particular for a number of years now. He has provided us with excellent advice and is relaxed and easy to talk to and discuss options with. We have had regular meetings / updates and he has always been well prepared for these, providing new options when appropriate, but never pressurising us into any decision. as a result our investments have done well, indeed much better than expected in recent years! We would not hesitate to recommend Richard and Insight.

David Walker

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.

Alison Tonkin

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.

Matt Oldfield

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.