Insight Financial Associates Opiniões 11

TrustScore: 4.5 em 5

4,3

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Informações sobre a empresa

  1. Consultor financeiro
  2. Empresa de planeamento financeiro
  3. Empresa de investimentos
  4. Serviço de investimentos

Escrito pela empresa

Insight Financial Associates is built around one simple principle: helping you feel confident about your financial future. As independent financial advisers, we provide clear, personal advice tailored to you — whether you’re growing your savings and investments, planning for retirement, or making sense of your pensions. By working with Insight, you benefit from trusted guidance and a carefully structured financial plan, without the stress of managing it alone.


Informações de contacto

4,3

Excelente

TrustScore: 4.5 em 5

11 opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

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Como esta empresa usa o Trustpilot

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Classificada 5 em 5 estrelas

Highly recommended

Our experience with Insight has been excellent. They have always given relevant and thoughtful advice whilst understanding our specific circumstances at the time, be it during probate or times of financial uncertainty over the last 15 years. I would not hesitate in recommending (and have done in numerous occasions).

30 de abril de 2026
Opinião espontânea
Classificada 5 em 5 estrelas

Do they have Insight?

I have had all my financial concerns dealt with by this company. From receptionists to financial advisors and accountants they are all very helpful and have greatly helped my financial portfolio be in the excellent position it is today. I have been with the company for many years and would have no concerns strongly recommending them to review and assist with your finances. In fact I have personally referred many of my friends to this company!

30 de abril de 2026
Opinião espontânea
Classificada 5 em 5 estrelas

Very professional advice

Very professional advice. Well informed and no pressure to make investments. Since we have made our investments over the past 8 years, we have seen a very good return to date, and we will continual to stay with Insight.
Would highly recommend

30 de janeiro de 2026
Opinião espontânea
Classificada 5 em 5 estrelas

Only the best care and advice from Insight.

Our financial advice from Insight has always been exemplary. We have regular meetings and do not worry any more about investing,or managing our savings because help is always at hand.
It is a blessing to be able to trust Insight to look after our finances,they have never let us down.

30 de abril de 2026
Opinião espontânea
Classificada 5 em 5 estrelas

Highly recommend.

Insight have looked after our financial affairs following our retirement over 3 years ago. We have received not only personalised, informed, excellent advice but have also enjoyed amazing financial benefits from their extensive knowledge and experience. We highly recommend.

30 de abril de 2026
Opinião espontânea
Classificada 5 em 5 estrelas

Trustworthy company

We use Insight Financial Associates across both our business and personal affairs, and our experience has consistently been excellent. The advisors we deal with are always helpful, approachable, and knowledgeable, taking the time to clearly explain options and provide tailored advice.

Their professionalism and responsiveness give us real confidence that our finances are in good hands. Whether it’s day to day queries or longer term planning, they are always willing to go the extra mile to support us. We would highly recommend their services to anyone looking for reliable and trustworthy financial advice.

30 de abril de 2026
Opinião espontânea
Classificada 1 em 5 estrelas

Zero industry awards - see why.

For a company with pages of upheld
Complaints re: Cape Verde & various failed unregulated investments I’m NOT surprised they never get any industry awards.

Refer to Financial Ombudsman Service to verify the above.

Worth avoiding.

1 de abril de 2025
Opinião espontânea
logótipo da Insight Financial Associates

Resposta da Insight Financial Associates

Thank you for taking the time to share your feedback.

We take all comments seriously and always welcome the opportunity to respond in a clear and transparent manner. However, we would like to clarify that this post does not relate to a direct experience of services provided by Insight Financial Associates.

The statement made refers to opinion, rather than a personal interaction, advice received, or client journey with Insight Financial Associates. As such, they do not reflect the service standards, client outcomes, or professional relationships we are proud to maintain.

Insight Financial Associates is authorised and regulated by the Financial Conduct Authority, and we are committed to delivering compliant, professional, and client-focused advice. We encourage anyone with genuine concerns about our services to contact us directly so we can investigate and resolve matters appropriately.

We remain dedicated to supporting our clients with transparent, responsible financial advice.

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