Insight Financial Associates Limited
aka Astero Falcon Advisory UK, Anchor Wealth, Alfa Wealth, Aetas Wealth, Insight Financial Associates Limited
About
Insight Financial Associates are a financial services company with the security of your financial future at the heart of all we do.
Source: insightifa.comContact & Location
Regulatory Information
- FRN
- 458421
- Status
- Authorised
- Date Authorised
- 2 January 2007
- Years Authorised
- 19 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Providing basic advice on stakeholder products
- ✓Advising on P2P agreements
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Debt-counselling
- ✓Credit Broking
- ✓Making arrangements with a view to regulated mortgage contracts
- ✓Arranging (bringing about) regulated mortgage contracts
- ✓Advising on regulated mortgage contracts
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 05054886
- Company Status
- Active
- Incorporation Date
- 25 February 2004
- Directors
- 5
- Accounts Category
- Group
- Last Accounts Filed
- 31 August 2024
- SIC Codes
- 64999
Team (20)
Michael John Charles Phillips
ApprovedCertifiedRebecca Louise Webb
ApprovedCertifiedAntony Peter Howard
ApprovedCertifiedDaniel Peter Appleton
ApprovedCertifiedJason Richard Howard
ApprovedCertifiedAndrew Fabian
CertifiedMatthew Ingram
CertifiedJason Knights
CertifiedDavid Richard Smith
CertifiedAndrew Stephenson
CertifiedCarla Tucker
CertifiedChristopher Woodhouse
CertifiedThomas Neil Hawes
CertifiedKritesh Bhupenchandra Patel
CertifiedJake Thomas Holmes
CertifiedJenna Louise Mary Chandler
CertifiedDavid Stuart Taylor
CertifiedJennie Warne
CertifiedDuncan Pluck
CertifiedNicolas Abarno
Certified
Google Reviews
112 reviews on Google
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Quick Facts
- Norwich, East of England
- 19 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 12 FCA permissions
- CH 05054886
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.