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  11. Insight Financial Advice Ltd

Insight Financial Advice Ltd

Independent Financial Adviser  40 Long Barnaby, Bath, Somerset, BA1 2HA
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
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Response rating
10/10
phone Show number
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
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.

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: 40 Long Barnaby, Midsomer Norton, Somerset, BA3 2TZ
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
10/10
phone Show number
check
FCA authorised
Last authorised 25th May 2020

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