FAQs

Where are meetings held?

At our office or your home

Do you have parking?

Yes

Do I have to pay for an initial meeting?

All initial meetings are at our expense

How long should I allow for an initial meeting?

Around one hour

Do I have to sign up to your services at an initial meeting?

No obligation what so ever

How can I book an initial meeting?

Phone or email

Are you independent?

Yes

Are you regulated?

Yes by the FCA

What happens if my Financial Planner is away on holiday?

One of the team will be able to help

What type of advice do you offer?

We offer fully individually tailored holistic financial planning

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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