Insight Financial Associates Ltd.

Bardhe was referred to me by one of my clients and I’m so glad she was. She is incredibly helpful, highly knowledgeable and clearly very passionate about what she does. It’s obvious that she genuinely wants the best for her clients. Bardhe has helped me invest my money wisely to plan for both my future and retirement. As a business owner and self-employed individual, she also guided me through arranging an income protection policy, which has given me real peace of mind. I already had life insurance and critical illness cover in place, which Bardhe reviewed for me. To my surprise, my existing policy was quite poor and didn’t provide cover for a number of health conditions. Bardhe found a much more comprehensive policy and clearly showed me a like-for-like comparison of what each policy offered. Based on her advice, I switched my policies to make sure I have the best possible cover in place. Communication with Bardhe has been excellent throughout. She is always quick to respond to any emails or queries I’ve had and she takes the time to explain everything clearly. I would highly recommend Bardhe and I’m so grateful to have found her. I now have peace of mind knowing that my finances are in order, both for now and for the future.

Georgianna - Working with her is an absolute pleasure. She brings energy and enthusiasm that are a genuine breath of fresh air in the world of financial advice. She is highly knowledgeable, with a wise head on young shoulders, and has a real talent for explaining complex financial matters clearly and efficiently. She makes excellent use of technology while maintaining a personal touch, taking the time to listen carefully and tailor her advice to our goals and risk appetite. Her communication is outstanding, consistently clear, responsive, and professional throughout. We have already recommended her to a friend, who was equally impressed, and would not hesitate to recommend her to anyone seeking a forward thinking, approachable, and highly capable financial adviser. Sarah and Spencer

My wife Helen and I have had a very positive experience with Jonathan Poole.He was referred to us by a friend.Jonathan was very patient and guided us through the financial and investment process.We are reaping the benefits of his expertise. John and Helen

We have been a client of Insight for more than 10 years and have always recieved excellent service and advice. Recently we have had a change of advisor, and we are delighted to say that Jonathan Poole has continued where Anthony left off with great advice and service. We find his attention to detail in his follow up email very useful. We highly recommend Insight for their financial services.

Was so impressed with my experience! I was greeted professionally and offered a drink on arrival and then taken to a private room for my meeting. I have never seen a financial advisor before and I had an initial meeting with Bardhe. She was so insightful and I learnt a lot. There is absolutely no pressure or obligation there, Bardhe was just genuinely helpful and wanted to give me as much information as possible to help me with my business. Couldn’t recommend enough!

Over the past year or so we have had an outstanding experience with Insight Financial Associates, and can’t recommend Jade highly enough. My parents have been using them for a few years now and after meeting Jade we also felt that we were in safe hands. She took the time to clearly explain our options, answered all our questions with patience and we found her professional and very knowledgeable. If you’re looking for expert financial advice with a personal touch, I would absolutely recommend Insight Financial Associates and especially Jade. A well-deserved 5 stars!

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.