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Insight Wealth Independent Financial Advisers

Insight Wealth Independent Financial Advisers

5.0(44 reviews)See reviews ↓·Northampton

What customers say

Based on genuine customer reviews

Investment guidance and pension planning sit at the heart of the work described by clients of this Northampton firm. Jason and Marc are the advisers named most often, and reviewers repeatedly note how they turned complicated retirement arrangements into something straightforward, stripping out corporate jargon and setting out the available routes in everyday language. The thoroughness of the early fact-finding, and the clear written instructions that followed, come up again and again, giving customers the confidence to take decisions about their finances.

Several accounts describe advisers travelling to people's homes to talk through retirement options and investment strategies face to face, rather than conducting everything remotely. Contact between and after meetings earns consistent praise, with one client noting the firm kept in touch by email with a pension provider and ensured they remained fully involved at every stage. Efficiency, an absence of hassle and patience when questions arise are recurring themes, with nothing described as too much trouble. Helen is also credited for the support provided behind the scenes. The outcome most frequently highlighted is a shift from uncertainty to feeling that finances are properly organised and professionally monitored.

Reviews

Reviews are taken from publicly available sources.

AN
Andrew Neal9 June 2026

Insight Wealth Financial Advisers, we're fantastic so helpful and understanding. They took great care in sorting my complex pension, making everything simple and stress-free. I would highly recommend. Thank you Jason for all your advice.

JC
Julie Clark15 November 2025

Marc has always proved to be professional, informative and reliable over a number of years. Very approachable and easy to talk to, would highly recommend.

PC
Paula Curryer13 November 2025

Marc was recommended to me by a friend, and he has been amazing! Poor man had a list as long as my arm with pensions from my many jobs, yet he trawled through them without a quibble, giving me excellent customer service and advice. Highly recommend as all staff are lovely. 😊

PB
PAUL BOTTERILL4 November 2025

Jason has visited my wife and I at home several times this year throughout a process of advising on our pension options and investments. He explains things very clearly and has been there with us throughout the journey. Where we have had any questions, nothing seems too much trouble for him and his staff.

AH
Anthony Hopkins16 October 2025

I wanted to share my positive experience in finding a new finance advisor. Thanks to local recommendations, I discivered Insight Wealth, and I have been thoroughly impressed with their services. The staff at Insight Wealth have been punctual, professional and presentable. They explain complex financial matters in clear and simple terms, making it much easier to understand. Their assistance has been invaluable. I woild have no hesitation in recommending them to others

RC
R Coleman15 August 2025

I recommend Insight Wealth Financial Advisors Ltd 100%. Marc is very professional and extremely informative. Right from the outset he explained all my options thoroughly, and I feel happy that my finances are now in order and being professionally monitored.

PL
Paul Livingstone28 July 2025

Jason's details were given to us by a relative that has dealt with him for many years and suggested we get in contact to discuss our current financial situation. Jason came to our house for an initial appointment. He was so engaging and really listened to us and understood our needs as a family. The second time he came back he gave us excellent information to help us make the right decisions for our future. Cannot recommend enough. Thanks Jason

Financial advisers in Northampton compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 5 businesses in this category in Northampton are compared.

RankProviderRatingReviewsOpen Sat.
1Barfield Financial Advisors Ltd★ 5,0310No
2David Williams IFA★ 5,0254No
3Insight Wealth Independent Financial Advisers (this page)★ 5,044No
4Barfield Wealth Limited★ 5,014No
5F G Watts Financial Advisers Ltd★ 4,832No
Contact
+441604316101www.insightwealth.co.ukFirst Floor, The Maltings Tithe Farm, Moulton Rd, Holcot, Northampton NN6 9SH
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–16:00
SaturdayClosed
SundayClosed