This site uses cookies. We have recently updated our Privacy Policy - read more here.

×
  1. Home
  2. breadcrumbs-arrow
  3. Find an adviser
  4. breadcrumbs-arrow
  5. South West
  6. breadcrumbs-arrow
  7. Somerset
  8. breadcrumbs-arrow
  9. Bath
  10. breadcrumbs-arrow
  11. Insight Financial Advice Limited

Insight Financial Advice Limited

Independent Financial Adviser 40 Long Barnaby, Midsomer Norton, Somerset, BA3 2TZ
First meeting at adviser's own cost
Response rating
9.6/10
FCA verified
24th June 2019
Plan for your future with confidence. We offer independent and unbiased advice, together with years of experience.
We can advise you on
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Large business
    • Life insurance
    • Small business
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Make an enquiry Request a call back 08000 449990 Recommend to a friend
Meet our advisers
Lee Barrow Dip CII. Cert CII (MP)
Independent Financial Adviser
Lee Wyllie Dip CII
Independent Financial Adviser
What our clients say
Hi Lee, Just a quick note to thank you for your time and help in setting up my pension and reviewing all of my insurance policies. As you know my main brief for you was to monitor and "look after" my pension and I am very pleased with the results so far, which combined with the fact we can do all of this in my kitchen ticks all of the boxes! I actually look forward to our review meetings so keep up the good work and see you soon. Barry
Barry Jenkins, North Wootton, Somerset
Big thanks Lee for sorting out all the pension stuff, I know it hasn’t been an easy task. One consolidated pension fund instead of ten disparate pots, a worthy return instead of next to nothing! regards Rob
Robert Davies, Bath
Where to find us

40 Long Barnaby, Midsomer Norton, Somerset, BA3 2TZ

Make an enquiry
About us

We are a firm of Independent Financial Advisers, based near Bath and working throughout the South West.

Insight is an advocate of personal, face to face advice provided by qualified, and experienced Financial Advisers.

With years of experience, you can be confident we have the knowledge and expertise to make the right choices for your future.

Our services include:
- Investment Planning and Portfolio Management
- Pre and Post Retirement Planning
- Inheritance Tax Planning
- Protection Planning, including Life Insurance
- Corporate Financial Planning, including workplace pensions

Our services

We have extensive experience providing advice to both personal and business clients on all aspects of financial planning.

Our financial planning process is personal and interactive, with your engagement at each step. We spend time talking you through the complexities associated with each area and gain an understanding of your goals and future objectives.

We look at the bigger picture, whilst also focusing on your current and future needs.

We have a team of highly qualified pension and investment specialists who utilize the most up to date technology and research available.

Our investment philosophy and clients strategies are regularly reviewed.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Insight Financial Advice Ltd is authorised and regulated by the Financial Conduct Authority

Make an enquiry Request a call back 08000 449990 Recommend to a friend
Contact options
Make an enquiry Request
a call back 08000 449990 Recommend to a friend

Similar advisers near you

MHA Monahans Wealth Management
Independent Financial Adviser 0.34 mi
Our Chartered status is a reflection of the quality of independent financial advice we provide.
 
See profile
The Private Office
Independent Financial Adviser 0.42 mi
Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
 
See profile
Fairstone Financial Management Ltd
Independent Financial Adviser 0.44 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
See profile
Opus Independent Financial Planning
Independent Financial Adviser 0.47 mi
Our aim is to help clients to understand and plan a financial future.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.