Posts by Jason McConkey

by Jason McConkey

Why your financial plan could benefit more than you by creating a legacy

Read more

by Jason McConkey

10 financial tasks to complete this year to head into 2025 feeling confident

Read more

by Jason McConkey

Your Autumn Budget update – the key news from the chancellor’s statement

The chancellor has delivered the Labour government’s first Autumn Budget. Here’s a useful summary of the key measures Rachel Reeves announced in her statement

Read more

by Jason McConkey

Inheritance Tax: How does the UK compare internationally?

Read more

by Jason McConkey

Could a financial plan give you the confidence to retire sooner?

Read more

by Jason McConkey

Investment market update: September 2024

Read more

by Jason McConkey

Guide: Your retirement choices: How to generate an income in later life

Read more

by Jason McConkey

Investment market update: August 2024

Read more

by Jason McConkey

Study: Greater freedom means money can buy happiness

Read more

by Jason McConkey

Inheritance Tax: The basics you need to know about the “death tax”

Read more

by Jason McConkey

Investment market update: July 2024

Read more

by Jason McConkey

Two-thirds of UK adults don’t have a will. Here’s how it could affect your legacy

Read more

    New enquiry? Get in touch

    Thinking about an initial conversation? Share a few details below to help you find out whether Insight Wealth is the right fit for you and best placed to support your plans.

    Personal details

    About you

    Are you a UK tax resident?

    What is your age?

    What is your total household income before tax?

    What is the approximate value of your investable assets?
    Please include savings, investments, and pension pots. Do not include the value of residential/investment properties.

    Thank you for taking the time to get in touch with Insight Wealth.

    Based on the information you’ve shared, our services may not be the best fit for your needs right now. We want to be open and respectful of your time, and ensure that everyone who contacts us receives the right level of support.

    We genuinely appreciate your interest, and wish you all the very best with your financial planning.

    Back to top

    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.

    Tax planning not regulated by the Financial Conduct Authority

    Privacy Policy Cookies Policy

    Existing client? Contact us

    01604 316101
    1st Floor
    The Maltings
    Tithe Farm
    Moulton Road
    Holcot
    Northampton
    NN6 9SH
    Insight Wealth
    Powered by  GDPR Cookie Compliance
    Privacy Overview

    This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.