0330 038 8938
Based in Northampton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2022
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Marc and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
29
Recent Client Reviews
Marc has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Independent Financial Adviser
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.
Last checked: 04 December 2024
Qualifications Uploaded
Marc has not yet added their qualifications to their profile
Qualifications not yet added
Transparent Fees
Marc has not yet added their fees to their profile
Fees not yet added
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marc (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Marc
Checks carried out by VouchedFor
FCA Regulated
Marc and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
29
Recent Client Reviews
Marc has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Independent Financial Adviser
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.
Last checked: 04 December 2024
Qualifications Uploaded
Marc has not yet added their qualifications to their profile
Qualifications not yet added
Transparent Fees
Marc has not yet added their fees to their profile
Fees not yet added
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Marc (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Marc
Hi, I’m Marc! I’m a director and financial adviser at Insight Wealth. I have more than 18 years of experience in the financial services industry. I specialise in helping clients who are pre- and post-retirement. My strengths lie in establishing and nurturing close relationships with my clients - the kind that allow me to make a real difference in their lives. I specialise in: • Pensions • Investments • Wealth management (particularly portfolio construction and management). 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).
About Marc's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
Review
by a verified client in Northamptonshire
24 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Husband passing a way
How has Marc Dicks-Jones helped you?
Good advice for me
Have you seen the outcome you were hoping for?
Yes not much
Marc:
Thanks for the honest review Jackie, it's been a real pleasure to help with your finances. Catch up soon.Review
by a verified client in Northamptonshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to look at my exsisting pension and a couple of frozen pensions as I was nearing retirement
How has Marc Dicks-Jones helped you?
Marc advised what I options I had with my frozen company pensions, also advised that he could find a better private pension that I already had, later as I retired he gave me good advice to transfer my frozen pernsions into my now new private pension.
Have you seen the outcome you were hoping for?
My pension is now looking healthy and I have managed to access finances as required
What could they have done better?
Nothing, the advice has been good and has worked out well
Marc:
Many thanks for your review Pete, I hope that you are both well. I look forward to continue providing you with retirement planning advice and I look forward to seeing the new car! Speak soon no doubt!Review
by a verified client in Northamptonshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed someone to help us plan for the future.
How has Marc Dicks-Jones helped you?
Always spends time discussing the pros and cons of various plans and is never ‘hard sell’ or biased in anyway. He has helped us manage our finances for over 20 years
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Can’t think of anything!
Marc:
It's great to hear that you value our service Caroline and thanks for taking the time to leave an honest review. It really does help prospective clients form an opinion of who to contact for IFA Advice in Northampton.Review
by a verified client in Northamptonshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I wanted to focus on our future retirement as we head towards that stage of life. We understood that having a joint plan would be beneficial but complex.
How has Marc Dicks-Jones helped you?
Marc enabled us to create a plan that should enable us to retire much earlier than expected to really have the opportunity to enjoy early retirement whilst being robust in later years.
Have you seen the outcome you were hoping for?
Yes, we have made necessary transfers into new flexible pensions which make a saving whilst also covering the costs of ongoing advice.
What could they have done better?
Nothing!
Marc:
Hi Simon, many thanks for taking the time to leave such a detailed review regarding the retirement planning discussed and the actions we took to enable you both to retire sooner than anticipated. Any questions, please let me know and I do hope that your experiences has given you both the confidence to recommend my services in the future, catch up soon!Review
by a verified client in Northamptonshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidating all pension plans
How has Marc Dicks-Jones helped you?
Marc has done just that several years ago and looked after both mine and my wife's portfolio's
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing that I know of
Marc:
Thanks for the review Gerrard, it's been great knowing you both and I can't wait to see your retirements pan out under the guidance of my financial planning.VouchedFor Disclaimer
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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