InSight Wealth Management Limited

Reference number: 1005120

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Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Sense Network Limited Reference number: 465124 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • InSight Wealth Management Limited (FRN 1005120) is an AR of Sense Network Limited (FRN 465124). When you use InSight Wealth Management's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from InSight Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When insightwm.co.uk first appeared online, and whether it can receive email
  • What kind of line 07889 174374 is
  • Who else gives the postcode RG9 1HG
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FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Sense Network Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
14553894
Company status
Active
Company type
Private limited company
Incorporated
22 December 2022 (3 years old)
Registered office
Unit 5 Providence Court, Pynes Hill, Exeter, Devon, EX2 5JL, England
Nature of business
  • Financial management (SIC 70221)

Directors and company secretaries

Name Role Born Appointed Other companies
Jonathan William Keep Director Jul 1959 22 Dec 2022 1 other company
Timothy Mcintyre Director Aug 1961 9 Jan 2023 1 other company
James Delaney Director Apr 1995 21 Sep 2023 None
Grant Corbett Director Jun 1964 7 Nov 2023 None
Robert Gino Ferdenzi Director Mar 1993 26 Jan 2024 None
Shaun Richard Webster Director Jul 1981 26 Jan 2024 None
Michael James Gilbert Director Mar 1992 29 Feb 2024 None

Other companies run by these 7 directors

A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.

other companies
2
still active
2

In the full report: all 2 companies, named

  • What each company does, and whether it is still trading
  • Which of these 7 directors sit on each board, and since when
  • Any that went into liquidation or administration
  • All 8 people who have ever been directors, with their dates
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Filed accounts and finances

Year to 31 December 2025Small company accountsNot audited

Net assets

£437k

+33% from £329k

Cash at bank

£625k

+109% from £300k

Employees (average)

10

+25% from 8

Owed within a year

£217k

+465% from £38.4k

Assets and liabilities

About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 14553894. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

InSight Wealth Management’s history from the FCA register and Companies House, newest first.

Key events (6) All events (15)

2023

28 December 2023

  • Became an appointed representative

FCA register

7 November 2023

  • Jonathan William Keep stopped being a part-owner
  • Timothy McIntyre stopped being a part-owner

Companies House

13 January 2023

  • Timothy McIntyre became a part-owner (25–50% of shares)

Companies House

2022

22 December 2022

  • Incorporated at Companies House
  • Jonathan William Keep became a part-owner (25–50% of shares)

Companies House

In the full report: all 15 events

  • All 15 events in its history (6 shown here)
  • Every director appointment and resignation: 9
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Firms connected to InSight Wealth Management

Other FCA-listed firms that share a director, phone number or address with InSight Wealth Management. A link shows who the firm is tied to, not whether either can be trusted.

connected firms
4
no longer authorised
1
share its postcode
4

In the full report: all 4 connected firms, named

  • How each is linked: the same postcode (4)
  • Who links each one: the named directors, with dates
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Firms like InSight Wealth Management

Other firms of the same type (financial adviser), nearest first.

In Henley-On-Thames

Apperley Wealth Management LimitedHenley-on-ThamesAppointed representativeBurroughs Financial LtdHenley-on-ThamesAppointed representativeFairmile Financial Planning LtdHenley-On-ThamesAppointed representativeParagon Financial Planning LtdHenley-on-ThamesAppointed representativeWill CuthbertHenley-on-ThamesAppointed representativeOceanwide LimitedHenley-On-ThamesAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on InSight Wealth Management

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • 2 other companies its directors have run, named
  • 3 background checks on its contact details
  • All 15 events in its history
  • 4 connected firms, named, and who links them

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Frequently asked questions about this firm

Is InSight Wealth Management Limited FCA authorised?
InSight Wealth Management Limited (FRN 1005120) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for InSight Wealth Management?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. InSight Wealth Management Limited (FRN 1005120) is an AR of Sense Network Limited (FRN 465124). When you use InSight Wealth Management's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from InSight Wealth Management, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is InSight Wealth Management’s phone number and website?
The FCA register lists the phone number 07889 174374 and the website insightwm.co.uk for InSight Wealth Management. If you were given different contact details, use these to check with the firm before going any further.
Is InSight Wealth Management a scam or clone?
InSight Wealth Management is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with InSight Wealth Management?
Protection works through Sense Network Limited, the principal firm responsible for InSight Wealth Management's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns InSight Wealth Management?
Companies House lists no one with significant control of InSight Wealth Management now. Before that, it was controlled by Mr Timothy McIntyre and Mr Jonathan William Keep.
Who runs InSight Wealth Management?
Companies House lists 7 directors of InSight Wealth Management: Jonathan William Keep, Timothy McIntyre, James Delaney, Grant Corbett, Robert Gino Ferdenzi, Shaun Richard Webster and 1 more.
How long has InSight Wealth Management been in business?
The company was formed on 22 December 2022.
What do InSight Wealth Management’s latest accounts show?
Its latest accounts, to 31 December 2025, show net assets of £437k (+33% from £329k) and cash at bank of £625k (+109% from £300k).

Sources and links

The full report on InSight Wealth Management Limited

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