Insight Wealth Financial Advisers Limited - Northampton

Stevie R.

We needed pension advice so contacted Insight Wealth and Jason visited us at home to go through all the various options. He went away, did some research and then presented our options (at our house again) with a lot of detail and advice on what we need to do next. We went from being quite clueless to much better informed within about 2-3 hours of meeting Jason - and, in our case, he charged nothing for his time and knowledge (because we don’t have to do much at the moment). Jason has provided an excellent service and is very pleasant and personable. We’ll be going back to him when we get much closer to retirement! Recommended.

Iain T.

Marc came out to see me recent about the dreaded Pensions , what a top guy, made me feel at ease talking to him . Totally honest and had the information that we were seeking. Also contacted my pension holder and Insight were in constant contact by email keeping us fully involved.Marc was recommended by a friend and would highly recommend this Company to anyone , and once i have my pension sorted will have Marc back to then look at pensions for my wife

James M.

I had a great experience working with Jason with advice over combining my pensions. He was extremely helpful, friendly and patient with explaining the process and helping me to make my decision. He was always available to answer any questions I had. A great service. Would highly recommend.

Mark S.

I engaged with Jason to go over my pension / retirement planning, with a particular objective of an upcoming house purchase. I had a pretty good idea of the approach I needed to take and after the initial fact finding discussions, we talked about this at length.

Jason was able to confirm where I was on the right track, and suggest alternatives where I things could be better. As a result I took action based on some of his suggestions and and confident that this will work out better than my initial approach in the long term.

Jason is a personable, professional advisor who has a good understanding of his industry and took the time to understand my objectives. Where it was cheaper for myself to do some of the leg work, he made it clear that this was an option rather than have him do it and charge me.

Would recommend without hesitation to anyone who wants to understand their options.

Cathy B.

We have used Jason's advice for over 18 months now and he has given us peace of mind that we are on the right track to enjoy our retirement. He has made investments for us based on our goals, available funds and information we have given him. He is always available to speak to either in person or by phone and never makes us feel inadequate if there's something we don't understand. He really has helped us so much.

Vicki A.

I consulted Insight Wealth for financial advice and have been most impressed at the professionalism of the service and the attention to detail, giving me confidence to handle my finances far more effectively. Instructions were clear and given in a friendly manner. I highly recommend their service.

Moira H.

I went to speak Jason at Insight Wealth Financial Advisers Limited, regarding my pensions. Jason made my pensions easy to understand, no corporate jargon, and so this put me at ease. Jason is easy to talk t and he listens to want you hope for as an outcome and then explains how best to achieve this. Would highly recommend both Jason and this company

Daniel L.

Extremely thorough and easy to communicate with.

I went to Jason for some help with investments and my pension. Both matters were handled efficiently with minimal hassle. Both Jason and Helen provided an extremely high service making the whole process very easy and understandable for me.