Our approach to fees

We know fees are an important consideration for our clients, so it’s equally important that we explain our approach to the way we charge. We focus on three key things when it comes to our fee structure.

Transparency

We’ll always be open about what you’ll be asked to pay for our services. Initial meetings are held at our expense, and we make sure to fully discuss fees before you agree to sign up for anything.

Simplicity

Complex fee structures aren’t our thing. We simply charge for the level and scope of work you need – and if you’re ever unsure of anything, we’re happy to answer any questions or break it down for you.

Value

Most importantly, we want our clients to truly feel the value of financial planning. The way we charge should reflect this value and the impact that great planning can have on your life.

What our clients say

Hear from some of the people we’ve helped about the impact financial planning has had on their lives.

Our clients' stories

Annie, Northamptonshire

Jim, Northamptonshire

Ann, Northamptonshire

Pete, Northamptonshire

How can we help?

Interested in setting up an initial conversation? Just leave us a message and we’ll be in touch.

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    Important information

    Insight Wealth Financial Advisers Ltd is a company registered in England and Wales, registered number: 12948998. Registered office: First Floor, 4 Deanery Court, Preston Deanery, Northampton NN7 2DT. 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.

    Tax planning not regulated by the Financial Conduct Authority

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    Contact details

    01604 316101
    First Floor
    4 Deanery Court
    Preston Deanery
    Northampton
    NN7 2DT
    Insight Wealth
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