With our in-depth knowledge and expertise, we can help you gain a better insight into planning for your future.
Insight.Out might seem young but it has a long history in financial planning behind it, thanks to founder and Managing Director Jayne Gibson. One of the first people in the UK to gain Chartered Financial Planner status when the qualification was introduced, Jayne has been self-employed as an independent financial adviser since 2006. She established GWM Solutions as a limited company in 2015, which was subsequently rebranded to Insight.Out Financial in 2018, a move which allowed her to expand the business significantly. Today, Jayne is the company’s principal financial adviser, working alongside a practice manager and a a six-strong administration team, taking care of paperwork for the company’s clients.
What sets Insight.Out apart and puts Jayne in great demand as an adviser is her holistic approach to financial planning. “You can’t plan someone’s financial affairs without looking at the whole picture, you have to understand their lifestyle and personal goals as well as their financial goals,” she says. “I will ask my clients about many different parts of their life, their family history from parents to grandchildren, whether they prefer to save or to spend and what they want out of life. All of this is relevant to putting together the right financial plan.”
“With all the information on the table, I can deliver the financial plan my client needs, even if that’s not necessarily what they want. Part of my job is to manage conflicts between need and want. Sometimes that means directing clients away from unrealistic expectations or telling them things they may not want to hear. I take financial planning personally, because I am proud of what I do and because that’s what a good financial plan entails.”
Insight.Out’s professional competence is endorsed by the Personal Finance Society, the Chartered Institute for Securities and Investments and the Chartered Insurance Institute and, aside for her talent for understanding her clients as people, Jayne is a genuine and highly regarded expert financial planner.
Welcome to Insight.Out!