Qualifications

  • Diploma in Financial Planning
    Awarded by the Chartered Insurance Institute (CII), the Diploma in Financial Planning qualification is an industry benchmark and demonstrates a core technical understanding across a range of financial planning areas.
  • Financial Planning Certificate
  • Award in Pensions Update
  • Certificate in Life & Pensions

Jason McConkey

Director

Reviews and Ratings for Financial adviser Jason McConkey, Northampton

At work

Jason has more than 30 years of industry experience, specialising in pensions and investments. He is also a qualified Pension Transfer Specialist.

Jason is passionate about providing his clients with truly great outcomes – it’s what he enjoys most in his role and he always welcomes the opportunity to meet new people and show them the value of financial planning. If you’re positive and open to ideas, you’ll be a great match!

Off the clock

A sport enthusiast, Jason is an avid follower of Northampton Saints rugby and Coventry City F.C. When not at work he enjoys a game of golf and is also involved in a greyhound racing syndicate.

The important stuff

It’s important to check the credentials of any financial professional. You can see Jason’s below.

Statement of Professional Standing

FCA Register

My qualifications

Jason in the spotlight

On an ideal weekend, you can find me:

On a golf course or a racecourse!

My favourite holiday destination is:

Maldives

The best gift I’ve ever received is:

A watch

My proudest moment as a financial planner was:

Securing a substantial payment out claim for a client which made a huge difference to their circumstances

When the dessert menu arrives, I’m looking for:

Crème Brulee

My favourite song to play in the car is:

Sitting on the Dock of a Bay – Otis Redding

More about Jason...

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    Important information

    Insight Wealth Financial Advisers Ltd is a company registered in England and Wales, registered number: 12948998. Registered office: 1st Floor, The Maltings, Tithe Farm, Moulton Road, Holcot, Northampton, NN6 9SH. Insight Wealth Financial Advisers Ltd is authorised and regulated by the Financial Conduct Authority no. 941825

    The guidance and/or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.

    If you wish to register a complaint please write to hello@insightwealth.co.uk or telephone 01604 316101. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 023 4567.

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    Existing client? Contact us

    01604 316101
    1st Floor
    The Maltings
    Tithe Farm
    Moulton Road
    Holcot
    Northampton
    NN6 9SH
    Insight Wealth
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