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.
How can we help?
Interested in setting up an initial conversation? Just leave us a message and we’ll be in touch.