Jason McConkey

Jason McConkey

Insight Wealth Financial Advisers Ltd

Minimum savings/pensions: Over £100,000

0330 038 8940
Based in Northampton
View location
Top Rated 2025
Verified since: December, 2022
5 out of 5

117 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 17 March 2025

    Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 39

    Recent Client Reviews

    Verified reviews: 100%

    Jason has received 39 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 31 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Jason has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Jason has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Jason

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jason (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 17 March 2025

    Jason and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 39

    Recent Client Reviews

    Verified reviews: 100%

    Jason has received 39 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 31 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Jason has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Jason has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Jason

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Jason (based on 3 first impressions)

Hi, I’m Jason! I’m a director and financial adviser at Insight Wealth. I have more than 30 years of industry experience and enjoy meeting new people to show them the value of financial planning. I am also a qualified pension transfer specialist. I am passionate about providing my clients with truly great outcomes – it’s what I enjoy most about my role! I specialise in: • Pensions • Investments Who is Insight Wealth? We’re a highly qualified team of independent financial advisers who speak your language. We listen to your goals and answer life’s big questions, empowering you to make informed decisions that lead to a brilliant future. Maximise your financial health with Insight Wealth: We work with people who are: • Investing for the future • Retirement planning • People in retirement • Professional connections. Don't just take our word for it: The best thing about what we do is seeing how great financial planning can change people’s lives. Hear from some of our clients about the impact they’ve felt from working with us: • “You know you’re going to get the best possible advice and the best possible service.” • “It’s become a kind of a friendship. You’ve got to trust someone that’s managing your money.” • “There is no technical jargon; he comes down to my level and explains everything in layman’s terms. That’s part of the beauty – the fact that he sat and listened to me at the outset.” A fresh approach to financial advice: Interested in setting up an initial conversation? • Call us on 01604 316101 • Email hello@insightwealth.co.uk • Or send me a DM. Get in touch today to see how we can help you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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Adviser Disclaimer

Insight Wealth Financial Advisers Ltd is a company registered in England and Wales, registered number: 12948998. Registered office: First Floor, 4 Deanery Court, Preston Deanery, Northampton NN7 2DT. Insight Wealth Financial Advisers Ltd is authorised and regulated by the Financial Conduct Authority no. 941825