Marc Dicks-Jones

Hi, I’m Marc! I’m a director and financial adviser at Insight Wealth. I have more than 20 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.