Our story

We’re a team of independent financial advisers based in Northamptonshire. Passionate about adding value, we help our clients create the future they want with the support of a tailored financial plan.

A fresh approach to financial advice

Insight Wealth was born from a desire to do things differently. Founded by Marc Dicks-Jones and Jason McConkey, we wanted to provide a fresh, simple, straightforward approach to financial advice. So that’s exactly what we did.

Our service focuses on listening to you and establishing what matters most – both now and in the future. We then design a financial plan around your goals and guide you on your journey to achieving them. It’s a truly personalised planning approach that helps maximise your financial health and empowers you to get the most out of life.

Get to know us

Financial planning explained

Our approach to fees

    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.

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    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

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    Existing client? Contact us

    01604 316101
    1st Floor
    The Maltings
    Tithe Farm
    Moulton Road
    Holcot
    Northampton
    NN6 9SH
    Insight Wealth
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