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

Insight Financial Advice Ltd

Independent Financial Adviser  40 Long Barnaby, Midsomer Norton, Somerset, BA3 2TZ
First meeting at adviser's own cost
Plan for your future with confidence. We offer independent and unbiased advice, together with years of experience.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 11th October 2021
Meet our advisers
Mr Lee Barrow Dip CII. Cert CII (MP)
Independent Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

Mr Lee Wyllie Dip CII
Independent Financial Adviser

This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.

This qualification assess a knowledge and understanding of the Financial Services environment, UK Financial Services and Regulation, the principles of investment, investment products, financial protection, retirement planning and investment advice knowledge.

What our clients say
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
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
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.

Where to find us
Head office address: Trym Lodge, 1 Henbury Road, Westbury-on-Trym, BRISTOL, BS9 3HQ
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
9.0/10
phone Show number
check
FCA authorised
Last authorised 11th October 2021

Similar advisers near you

Synthesis Wealth Management
Independent Financial Adviser 0.45 mi
Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
 
See profile
Hartsfield
Independent Financial Adviser 0.57 mi
We’re a team of independent financial planners based in the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
 
See profile
Beckford James LLP
Independent Financial Adviser 0.78 mi
We provide a structured approach to financial planning, giving clients confidence that they will achieve their financial goals.
 
See profile
Beesure Financial Planning
Independent Financial Adviser 0.85 mi
Invest yourself, Protect yourself, Bee yourself.
 
See profile