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.

Website, phone number and address

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.

In the full report: 3 background checks

  • When insightifa.com first appeared online, and whether it can receive email
  • What kind of line 01603 268080 is, and the 7 other firms that give it
  • Who else gives the postcode NR6 6BF
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Other names (25)

If you were contacted under any of these names, it is this firm.

  • Aetas Wealth Trading name
  • Alfa Wealth Trading name
  • Anchor Wealth Trading name
  • Astero Falcon Advisory UK Trading name
  • Cambridge Wealth Management Trading name
  • Dafferns Wealth Trading name
  • Edgar Brooks & Co Trading name
  • Fuladvice Trading name
  • Insight at Work Trading name
  • M R Wealth Management Trading name
  • SEND Protect Trading name
  • Seymour Financial Trading name
  • Wensum Financial Planning Trading name
  • Aetas Partners Former trading name
  • Ambrose Clayton Wealth Management Former trading name
  • Armistead Barnett Financial Services Former trading name
  • Astero Falcon Former trading name
  • Azoras Former trading name
  • County Perry Insight Former trading name
  • Croesus Financial Planning Former trading name
  • Croesus Financial Services Former trading name
  • Foresight Protection Former trading name
  • Insight Health Former trading name
  • Matrix Financial Former trading name
  • TT Wealth Former trading name

FCA permissions and consumer protection

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

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

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)

Directors and company secretaries

Name Role Born Appointed Other companies
Antony Peter Howard Director Jul 1972 25 Feb 2004 16 other companies
Jason Richard Howard Director Aug 1970 25 Feb 2004 38 other companies
Daniel Peter Appleton Director Dec 1976 1 Jul 2017 4 other companies
Michael John Charles Phillips Director Mar 1964 31 Jan 2019 2 other companies
Rebecca Louise Green Director Jul 1985 2 Jul 2019 None

Other companies run by these 5 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
42
closed down
5
are FCA-registered
10

In the full report: all 42 companies, named

  • What each company does, and whether it is still trading
  • Which of these 5 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • The 10 on the FCA register, including one no longer authorised
  • The 16 companies these 5 directors run together
  • All 8 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 August 2025Group accountsAudited

Turnover

£17.1m

+12% from £15.3m

Profit before tax

£2.57m

+32% from £1.95m

Net assets

£4.43m

+14% from £3.90m

Cash at bank

£489k

−16% from £581k

Turnover and profit

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • Both charts, over every year
  • Every filed figure, year by year
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About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

Figures from the year to 31 August 2022 are for the group: the company and the businesses it owns. Earlier years are the company’s own accounts, from before it had a group.

The figures for the year to 31 August 2025 were read from the printed accounts, because the filing does not tag them in a form that can be read automatically. They were checked against the accounts’ own totals.

Accounts filed at Companies House for company 05054886. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Insight Financial Associates’s history from the FCA register and Companies House, newest first.

Key events (7) All events (59)

2022

26 September 2022

  • FCA imposed a requirement (Restriction on activities relating to Non-Standard Assets - effective 26/09/2022)

FCA register

2017

25 February 2017

  • Antony Peter Howard became a part-owner (25–50% of shares)
  • Jason Richard Howard became a part-owner (25–50% of shares)

Companies House

2013

1 April 2013

  • Regulated by the FCA from this date

FCA register

2007

2 January 2007

  • Became authorised by the FCA

FCA register

2006

21 December 2006

  • Regulated by the Financial Services Authority from this date

FCA register

2004

25 February 2004

  • Incorporated at Companies House

Companies House

In the full report: all 59 events

  • All 59 events in its history (7 shown here)
  • Every director appointment and resignation: 9
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Firms connected to Insight Financial Associates

Other FCA-listed firms that share a director, phone number or address with Insight Financial Associates. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
8
share a director
8
share its phone number
7

In the full report: all 8 connected firms, named

  • How each is linked: shared directors (8), the same phone number (7), the same postcode (8)
  • Who links each one: the named directors, with dates
  • 2 past links through former directors
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Firms like Insight Financial Associates

Other firms of the same type (financial adviser), nearest first.

In Norwich

Alan Boswell & Company LimitedNorwichAuthorisedAcorn Wealth Management Group LimitedNorwichAuthorisedADMS Asset Management LimitedNorwichAuthorisedBroadland Consultants LtdNorwichAuthorisedBuxton Beresford Financial Planning LtdNorwichAuthorisedCapital Tower LimitedNorwichAuthorised

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Insight Financial Associates

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 42 other companies its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 59 events in its history
  • 8 connected firms, named, and who links them

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Frequently asked questions about this firm

Is Insight Financial Associates Limited FCA authorised?
Yes, Insight Financial Associates Limited (FRN 458421) is authorised by the FCA to carry out regulated activities. It has held its current authorisation since January 2007 and works as a financial adviser. The FCA has placed a limit on what it may do.
What is Insight Financial Associates’ phone number and website?
The FCA register lists the phone number 01603 268080 and the website insightifa.com for Insight Financial Associates. If you were given different contact details, use these to check with the firm before going any further. The same number is also given by 7 other FCA firms.
Is Insight Financial Associates a scam or clone?
Insight Financial Associates is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Insight Financial Associates?
Its FCA permissions do not allow it to hold or control client money. 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.
Who owns Insight Financial Associates?
Companies House lists 2 people with significant control of Insight Financial Associates: Mr Jason Richard Howard (25–50% of shares) and Mr Antony Peter Howard (25–50% of shares).
Who runs Insight Financial Associates?
Companies House lists 5 directors of Insight Financial Associates: Antony Peter Howard, Jason Richard Howard, Daniel Peter Appleton, Michael John Charles Phillips and Rebecca Louise Green.
How long has Insight Financial Associates been in business?
The company was formed on 25 February 2004, and has held its current FCA authorisation since January 2007.
What do Insight Financial Associates’ latest accounts show?
Its latest accounts, to 31 August 2025, show turnover of £17.1m (+12% from £15.3m) and profit before tax of £2.57m (+32% from £1.95m).
Does Insight Financial Associates use any other names?
It trades as Aetas Wealth, Alfa Wealth, Anchor Wealth, Astero Falcon Advisory UK and Cambridge Wealth Management, and 8 more names. It has previously used 12 other names, including Aetas Partners, Ambrose Clayton Wealth Management and Armistead Barnett Financial Services.

Sources and links

The full report on Insight Financial Associates Limited

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