Insight Financial Associates Limited

Reference number: 458421

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Also trades as 13 other names
  • Aetas Wealth
  • Alfa Wealth
  • Anchor Wealth
  • Astero Falcon Advisory UK
  • Cambridge Wealth Management
  • Dafferns Wealth
  • Edgar Brooks & Co
  • Fuladvice
  • Insight at Work
  • M R Wealth Management
  • SEND Protect
  • Seymour Financial
  • Wensum Financial Planning

Company details

From the company's Companies House record.

Company number
05054886
Company status
Active
Company type
Private limited company
Incorporated
25 February 2004 (22 years old)
Registered office
Insight House 7a Alkmaar Way, Norwich International Business, Park Norwich, Norfolk, NR6 6BF
Nature of business
  • Financial intermediation not elsewhere classified (SIC 64999)

Current directors and secretaries

Name Role Born Appointed
Antony Peter Howard Director Jul 1972 25 Feb 2004
Jason Richard Howard Director Aug 1970 25 Feb 2004
Daniel Peter Appleton Director Dec 1976 1 Jul 2017
Michael John Charles Phillips Director Mar 1964 31 Jan 2019
Rebecca Louise Green Director Jul 1985 2 Jul 2019

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
  • Advise on or arrange mortgages FSCS may apply
    Mortgage advice and arranging may be FSCS-covered, up to the limit that applies.
  • Lend or arrange credit No FSCS cover
    Consumer credit is not covered by the FSCS, so there is no compensation scheme if the firm fails.

Check your FSCS cover →

Show FCA detail (11 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on P2P agreements
  • Advising on Pension Transfers and Pension Opt Outs
  • Advising on regulated mortgage contracts
  • Arranging (bringing about) deals in investments
  • Arranging (bringing about) regulated mortgage contracts
  • Credit Broking
  • Debt-counselling
  • Making arrangements with a view to regulated mortgage contracts
  • Making arrangements with a view to transactions in investments
  • Providing basic advice on stakeholder products

Limits on what they may do

  • Restriction on activities relating to Non-Standard Assets - effective 26/09/2022
    The firm must not, without the prior written consent of the Authority, carry on any activities relating to non-standard assets (other than VCTs, EISs and ITSs).

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

Names it no longer trades under

This firm has retired 12 trading names. If you were contacted under one of these, the name did belong to this firm, but check the current details above before going ahead.

Show the retired names
  • Aetas Partners
  • Ambrose Clayton Wealth Management
  • Armistead Barnett Financial Services
  • Astero Falcon
  • Azoras
  • County Perry Insight
  • Croesus Financial Planning
  • Croesus Financial Services
  • Foresight Protection
  • Insight Health
  • Matrix Financial
  • TT Wealth

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Common questions

Frequently asked questions

Is Insight Financial Associates Limited FCA authorised?
Yes, Insight Financial Associates Limited (FRN 458421) is authorised by the FCA to carry out regulated activities.
Is my money safe with Insight Financial Associates?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Insight Financial Associates to the Financial Ombudsman Service, free of charge.
Is Insight Financial Associates a scam or clone?
Insight Financial Associates is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Insight Financial Associates's Firm Reference Number (FRN)?
Insight Financial Associates's FRN is 458421. You can verify it on the FCA register.