We wanted to take a moment to update you on things here at Insight Wealth and tell you about some of the people we’ve helped recently.
Our charity recommendation incentive scheme
As you may know, in 2023, we launched our charity recommendation incentive scheme to support the Hope Centre.
We’re delighted to say that, since launching our charity incentive, we’ve been able to raise more than £1,500 for the charity.
We will continue to make a £50 charitable donation to the Hope Centre for every initial meeting we have that comes from a client recommendation. Whether the meeting takes place in person or remotely (via Zoom, Teams, etc.), we’ll donate. There’s not even a requirement for them to become clients!
Simply put, if you recommend your friends, family, or colleagues to us and we meet with them, we’ll make a £50 donation on your behalf.
What is the Hope Centre?
The Hope Centre is an exceptional charity that supports those experiencing problems with homelessness, addiction, and mental health in Northamptonshire. They provide hot drinks, meals, warm spaces, and various types of guidance and support to those in need. Through collaboration and compassion, they offer hope, stability, and a brighter future for vulnerable people.
The charity helps around 60 people a day with their “Hand Up” service, helping the homeless and disadvantaged with food, care, and support. Around 180 people are registered to use their “Learning4Living” programmes, which provide a range of activities, groups, and courses to help those in the community.
There are also around 2,500 households using the Hope Centre’s Food Clubs, which provide food to families who are struggling during the cost of living crisis.
Michelle Smith, corporate and community engagement lead at the Hope Centre, had this to say about our charity recommendation incentive scheme’s impact:
“We are seeing up to 60 people a day at the moment in our homeless centre. We continue to work with those people in our community most in need, giving them guidance, support, and assistance back into housing pathways and back into a more stable way of life.
We also work with many partner organisations to help tackle poor mental health, drug and alcohol issues, and barriers to employment, like opening bank accounts and access to showers and clean clothing.
We rely heavily on donations, and having partnerships like this with Insight Wealth helps keep our income more sustainable so we can carry on doing the life-changing and sometimes life-saving work we do.
Thank you from everyone at Hope.”
We also found out what sorts of things our latest donation of £300 would be able to buy for those who relied upon the Hope Centre’s services:
- Breakfast, hot lunch, and drinks all day for 42 rough sleepers and sofa surfers
- Around five hours of specialist counselling for those suffering from problems with drugs and alcohol or mental health, or debt management support for those in need
- 12 emergency welfare packs for someone facing homelessness
- Food staples for a week for up to 12 families struggling to pay for food.
A thank you from us
We’d like to say thank you to some of the clients who have recommended us to their friends and family in recent months and made our charitable work possible. So, we’d like to say a big thank you to Paul and Sue, Alan, John and Val, Margaret and Martin, Bill and Sian, and Judith.
We’re always thrilled when our clients recommend us, as it validates the work we do. Recommendations to other people allow us to share our expertise and provide peace of mind when it comes to helping our new clients achieve their goals.
We’d also like to share a story from a client we’ve helped recently…
Retirement confidence through a well-planned inheritance
Mrs B inherited a sum of money and came to us for advice on how best to use it. She was thinking about retirement and wanted to know if the inheritance could help her take that step sooner. After taking the time to understand her financial position and future goals, we showed her how, with the right investment strategy, the inheritance could replace her income in a tax-efficient way and support her through retirement. She was really pleased with the outcome and relieved to know that retiring was not only possible – but well within reach.
Recommending us with confidence
We know that recommending someone to a new service or product can be daunting. You want to ensure that you’re only recommending services and products that will help your friends and family.
However, thanks to our reviews, you can recommend us with true confidence.
Currently, we have 5 stars on Google from 33 reviews – a rating that our whole team is incredibly proud of, and this reflects a true recognition of the work we do.
On VouchedFor, a site like Tripadvisor but for financial services, we have a firm score of 4.9 stars out of 5 from 243 reviews in total.
We’d like to thank everyone who has left a review for us so far; it means a lot. Our reviews resulted in us achieving VouchedFor Top Rated Firm status in 2025 for the third consecutive year, a recognition we’re incredibly proud of and that illustrates our dedication to providing our clients with the highest standards of service.
Each new review also helps us attract new clients and provides a huge morale boost to our team.
If you’re yet to leave a review for us on Google, could you spare five minutes to do so?
If you’re happy to leave a review on Google, please click here.
Similarly, if you’re yet to leave a review for us on VouchedFor, could we ask you to do so?
If you’re happy to leave a review for Marc, please click here.
If you’re happy to leave a review for Jason, please click here.
If you’re happy to leave a review for Dane, please click here.
Who we want to work with
You’ll know other people, including friends, relatives, and work colleagues, who we can help. So, here’s a little more information on who we predominantly work with:
- People who are successful and earning a good salary, but time is always escaping them, and their money isn’t working as hard as they are. We’ll work with them to set goals, financial and otherwise, and ensure they’re on track to achieve their long-term objectives.
- People who are thinking about giving up work but aren’t sure if they’re prepared. Do they have enough money to retire when they want and live the lifestyle they want? We’ll work with them to provide clarity over their current situation and create a plan to achieve their goals.
- People who are financially secure, retired, and living the life they dreamed of. Now, their attention has turned to wealth preservation and protecting their family’s future. We’ll work with them to distribute wealth while minimising taxation without affecting their lifestyle.
Here’s what to do if you want to recommend someone to us:
We’re always happy to chat with people who you think we can help. So, if you know friends, relatives, and work colleagues who we can help, please ask them to get in touch, and we look forward to giving them the same peace of mind that you hopefully have after working with us.