Why choose us?

Choosing to work with a financial planner is a big commitment. It’s important to partner with someone who not only understands your situation but can add value to it. With that said, here’s why our clients often decide to take the next step with us.

Professional advice, made simple

Industry jargon and complex terminology? Not from us! We ensure our advice is accessible, easy to understand and always tailored to your circumstances.

A modern approach

We make use of innovative technology and systems to make the client experience as seamless as possible. We know your time is precious, so we do what we can to make things easy.

Service delivered with care

We’re not just about selling products and hitting targets. We want to nurture valued relationships and truly get the best outcomes for you. It’s our business – and we want to do things right.

Totally independent

As independent financial advisers, we’re not restricted when it comes to the solutions and products we recommend. Everything we choose is based on what we think is best for you.

Proud to be Northamptonshire's only VouchedFor Top Rated Firm

We have been included in the VouchedFor Top Rated 2024 Guide, distributed by the Times, the Telegraph and the Mail on Sunday.

VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback. Better yet, we are Top Rated for a second time, and we’re still Northamptonshire’s only Top Rated Firm offering independent financial advice.

Insight Wealth Financial Advisers Ltd profile

In 2022 we carried out a client survey to ensure that we’re delivering a high quality service to our clients and here are the results:

We asked our clients “What is the biggest benefit you get from working with us?” We’re delighted with some of the responses:

What our clients say

Hear from some of the people we’ve helped about the impact financial planning has had on their lives.

Our clients' stories

Annie, Northamptonshire

Jim, Northamptonshire

Ann, Northamptonshire

Pete, Northamptonshire

Your own personal finance portal

Keeping up with your progress has never been easier. Our secure online portal gives you a bird’s eye view of your finances and is a great way for us to keep in touch. You can enjoy:

Sign in

Secure communication

allowing us exchange sensitive information in a protected channel.

Sharing documents

easily and securely, with the ability to upload important files at the click of a button.

Electronic signatures

removing the need for piles of paperwork and waiting to send things through the post.

Easy access

on any device, so you can gain a view of your finances wherever and whenever you choose.

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