At Insight Wealth, we’re committed to providing our clients with superb service and the highest-quality advice.
Recently, this commitment to excellence was recognised when International Adviser named us Best UK Adviser Firm (established under three years) in the 2024 Best Practice Adviser Awards.
The awards are designed to recognise, showcase, and celebrate top-class advisers’ achievements in embedding best practices within every aspect of their business.
The application process was rigorous, requiring us to provide insights into, and evidence of, our achievements, investments, business practices, future plans, and much more.
The panel of expert judges recognised our forward-thinking approach to advice. They commented: “Every success to this new business. It should find its niche by bringing some fresh thinking to the market.”
These comments accurately reflect how we at Insight Wealth approach our work. Our co-director, Marc Dicks-Jones, said: “Recognition in these prestigious awards is a testament to the high levels of service we provide across the business. We always set out to be thinking differently. We’re not the stereotypical type of adviser.”
Awards recognition comes after being named a Top Rated firm
This is not the first time Insight Wealth has been recognised for our high standards of advice.
Last year the respected financial review site VouchedFor named us as Northamptonshire’s only Top Rated firm. While this was based on the incredible reviews and feedback our clients gave us, this latest accolade is the first time a panel of industry professionals have recognised our work.
Our co-director Jason McConkey said: “This award shows that we’re continuing to build our reputation as one of the best financial adviser firms in the county, and it strengthens our professional connections.
“On a personal level, it’s a huge pat on the back. As a relatively new business – we will have only been trading for three years in April – it makes us really proud to receive the recognition that we’re doing the right things, showing the right behaviours, attracting the right clients, and running a successful business.”
Get in touch
To find out how our award-winning advice can help you to build the future you want, get in touch by email at hello@insightwealth.co.uk or call us on 01604 316101.