Meet the Team

We pride ourselves in providing an unrivalled, innovative and professional approach and therefore employ a team dedicated to delivering excellence in all aspects of financial planning.

Click on a person to get more information about their role in our team.

Jason Howard

Jason Howard

Managing Director Of Insight Financial Associates, & The Insight Group Of Companies.

The Insight group of companies includes: Insight Financial Associates, Insight Private Finance, Insight Health Solutions and Foresight Estate Planning and Will Writing.

Under Jason's leadership, Insight Financial Associates has become one of the largest companies offering independent financial advice in East Anglia. As well as Norwich, there are offices in Colchester, Harlow, Bromley, Sevenoaks, Wimbledon and Woodbridge, with more in the pipeline.

He is the main driver behind the development of the different services provided by the Insight Group of companies. Jason has been instrumental in the implementation of the different specialist areas that Insight provides including: Insight4schools, Insight Corporate Solutions and Insight4doctors.

Jason is an Independent Financial Adviser, with over 25 years' experience. He provides financial advice to his Wealth Management clients, to ensure their financial goals and objectives are fully realised.

If you would like to arrange an appointment with Jason please Email him on: jason.howard@insightifa.com QRCode

[Close Window]

Antony Howard

Antony Howard

Director Of Insight Financial Associates Ltd.

As a director, he oversees the administration and drives the growth of our thriving business. With over 19 years' experience in financial services, Antony supervises the team of Insight advisers, and ensures they continue to meet and exceed Insight's and the FCA's standards and regulations. He provides support and guidance and enables all advisers to be the best they can be.

Antony also leads Insight4schools, Insight4academies and the Insight Corporate Solutions teams.

He advises his Wealth Management Clients to ensure all of their financial objectives are met, their assets are preserved, their wealth continues to grow and that their legacy distribution is planned to ensure their beneficiaries do not face unnecessary Inheritance Tax.

If you would like to arrange an appointment with Antony please Email him on: antony.howard@insightifa.com QRCode

[Close Window]

Rebecca Green

Rebecca Green

Practice & Compliance Manager

Rebecca Green has been with Insight since 2007, prior to this she worked within the financial services industry for 9 years.

She has worked in the majority of departments within the company including mortgages, finance, compliance and administration. This knowledge and experience of Insight has led to her promotion to the role of Practice Manager in 2010. Rebecca assists Jason and Antony, overseeing all aspects of running a successful expanding business, keeping a detailed account of finance and compliance, as well as managing the administrators and fellow managers within the team. Alongside this, Rebecca is also responsible for heading up various projects and ensures their successful delivery and timely completion.

Please email Rebecca on: rebecca.green@insightifa.com QRCode

[Close Window]

Sharon Hollinger

Sharon Hollinger

Marketing & Communications Manager

Sharon Hollinger has been with Insight since 2004 as our Marketing Manager, prior to this she worked within the marketing industry for over 12 years, bringing a wealth of experience and marketing knowhow to the company.

As the Marketing Manager for the group, Sharon is responsible for managing the profile of all of our companies; she ensures our messages are delivered to the right people to grow our business, but most importantly assists the advisers to ensure our clients are at the heart of everything we do.

Sharon manages all of our internal and external events, and delivers these to the high standard which to those of you who have attended an Insight event will be aware of and will appreciate.

Please email Sharon on: sharon.hollinger@insightifa.com.

LinkedIN QRCode

[Close Window]

Sharon Inglis

Sharon Inglis

Operational Support Manager

Sharon Inglis has been with Insight since 2000. She brings this experience of Insight to the Management Team in her role as Operational Support Manager.

This role sees a mix of responsibilities for Sharon. Heading up the marketing department within the group, Sharon is responsible for managing projects to ensure that as a company we communicate effectively with our clients, we meet our client service proposition at all times and aids the marketing and communications manager in the organisation of company events.

Please email Sharon on: sharon.inglis@insightifa.com

LinkedIN QRCode

[Close Window]

Colin Kelly

Colin Kelly

ICT Manager

Colin Kelly joined as Insight's ICT Manager in 2012. Prior to this, Colin was Group IT director for an international chain of logistic companies, as well as pioneering a telecom company in Spain following the deregulation of the Spanish telecoms industry.

Colin's role is to manage and maintain all aspects of the ICT infrastructure and technologies within Insight and its associated companies, to enable the consistent and error free voice and data communications for all on and off-site personnel.

Please email Colin on: colin.kelly@insightifa.com

LinkedIN QRCode

[Close Window]

Emma Biggie

Emma Biggie

Client Relationship Team Manager

Emma is responsible for ensuring our Client Relationship Team is operating successfully within Insight.

Although Emma is relatively new to the financial services market she brings a huge bank of knowledge from her background in client communication and care.

Part of Emma’s responsibilities is to ensure that advisers are effectively communicated with to ensure that as a company we are adhering to our service proposition. As well as this Emma ensures along with her team, that all client data is up to date ensuring successful communication with our clients.

She also heads up the administration team for Insight4schools and liaises with teachers and advisers alike to arrange reviews to secure their retirement future.

Please email Emma on: emma.biggie@insightifa.com.

[Close Window]

Daniel Appleton

Daniel Appleton

Independent Financial Adviser

Daniel is based in our Norwich office and has been in financial services for over 18 years.

His expertise encompasses: Investment and Retirement planning, Inheritance Tax planning and Protection advice. He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of his clients' assets.

If you would like to arrange an appointment with Daniel please Email him on: daniel.appleton@insightifa.com.

LinkedIN QRCode

[Close Window]

Ian Green

Ian Green

Independent Financial Adviser

Ian is a qualified independent financial adviser with over 18 years experience in financial services.

Ian's expertise encompasses: Investment and Retirement planning, Inheritance Tax planning and Protection advice. He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of his clients' assets.

Ian also specialises in advising teachers on the Teachers' Pension Scheme.

If you would like to arrange an appointment with Ian please Email him on: ian.green@insightifa.com. QRCode

[Close Window]

Jason Knights

Jason Knights

Independent Financial Adviser

Jason has worked in the Financial Service industry since 1989.

Jason's expertise encompasses: Investment and Retirement planning, Inheritance Tax planning, Protection advice and Equity Release.

He is diploma qualified, as well as being an accredited Estate-Planning Consultant, and is able to advise clients on all aspects of their Estate-Planning.

He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of his clients' assets.

Jason also is part of the insight4schools team and advises teachers on their pensions.

If you would like to arrange an appointment with Jason please Email him on: Jason.knights@insightifa.com.

LinkedIN QRCode

[Close Window]

Rachel Legg

Rachel Legg

Independent Financial Adviser

Rachel has over 15 years of knowledge and experience. Prior to working at Insight Rachel worked at a number of well known financial services companies.

As one of our lead teacher presenters in our Insight4schools team, Rachel is able to give advice on all aspects of financial planning and has considerable experience working with members of the Teachers' Pension Scheme.

Rachel's expertise encompasses: Investment and Retirement planning, Inheritance Tax planning and Protection advice. Rachel is also able to advise clients on their estate planning.

She is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of her clients' assets.

If you would like to arrange an appointment with Rachel please Email her on: rachel.legg@insightifa.com QRCode

[Close Window]

Chris Macey

Chris Macey

Independent Financial Adviser

Chris is an experienced adviser with over 22 years spent working within the Personal Finance Industry. He specialises in a wide range of financial services to include: Investments, Retirement planning, Inheritance Tax planning and Protection. He is passionate about working with clients to enable them to achieve their lifetime financial goals.

Prior to joining Insight in 2009 he was a partner in an IFA practice, called St Andrews Financial Services.

If you would like to arrange an appointment with Chris please Email him on: chris.macey@insightifa.com. QRCode

[Close Window]

Glen Newell

Glen Newell

Independent Financial Adviser

Glen has been working as a financial adviser for the past 35 years, always on a face to face basis helping clients. Whilst working with a large high street bank Glen built up a lot of experience helping clients with ethical investments.

Glen's expertise encompasses: Investment and Retirement planning, Inheritance Tax planning and Protection advice. He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of his clients’ assets.

Glen has been told he is a good listener and uses this to good effect in fully understanding his clients' goals and aspirations.

Glen is also a member of the Institute of Professional Will Writers and is a qualified Will Writer and Estate Planner.

If you would like to arrange an appointment with Glen please Email him on: glen.newell@insightifa.com.

LinkedIN QRCode

[Close Window]

David Welsh

David Welsh

Independent Financial Adviser

David has over 17 years experience working within the financial services industry and has vast experience advising on all aspects of financial planning.

His expertise encompasses: Investment and Retirement planning, Inheritance Tax planning and Protection advice. He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of his clients' assets.

David is also a member of the Institute of Professional Will Writers and is a qualified Will Writer and Estate Planner.

If you would like to arrange an appointment with David please Email him on: david.welsh@insightifa.com.

LinkedIN QRCode

[Close Window]

Derek Howell

Derek Howell

Independent Financial Adviser

Derek joined the Insight Group in 2009, having worked in financial services since 1988 gaining experience in advising on all aspects of financial planning. He is based in Bromley, predominately looking after clients in London & the South East.

Derek’s expertise encompasses: Investment and Retirement planning, Inheritance Tax planning and Protection advice. He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of his clients' assets.

His specialist area within the marketplace is Long Term Care Planning. This enables Derek to advise clients on protecting their assets in retirement, providing for their loved ones in times of need or enhancing our clients' lifestyle to suit their needs. He provides a vital service that requires an advanced understanding of the markets and professional approach to ensure that the correct advice is provided.

If you would like to arrange an appointment with Derek please Email him on: derek.howell@insightifa.com.

LinkedIN QRCode

[Close Window]

Steve Kibler

Steve Kibler

Independent Financial Adviser

Steve specialises in a wide range of financial services including: Investments, Protection and Retirement

Steve’s expertise encompasses: Investment and Retirement planning, Inheritance Tax planning and Protection advice. He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of his clients' assets.

His area of expertise for our company is that of equity release expert. As well as this he is able to advise you on Long Term Care Planning. This enables Steve to advise clients on protecting their assets in retirement, providing for their loved ones in times of need or enhancing our clients' lifestyle to suit their needs. He provides a vital service that requires an advanced understanding of the markets and professional approach to ensure that the correct advice is provided.

Steve is also a qualified mortgage adviser and possesses the Cert CII (MP & HR) qualification for Lifetime Mortgage and Equity Release advice

If you would like to arrange an appointment with Steve please Email him on: steve.kibler@insightifa.com.

LinkedIN QRCode

[Close Window]

Barrie Nunn

Barrie Nunn

Independent Financial Adviser

Barrie is a qualified independent financial adviser with over 40 years experience in the financial services sector, including 7 years in management with a major high street bank, and now over 20 years in the independent sector.

He is able to advise clients on all aspects of financial and estate planning. His advice and expertise will enable you to realise your true financial potential, for both you and your family.

Barrie is also a member of the Institute of Professional Will Writers and is a qualified Will Writer and Estate Planner.

If you would like to arrange an appointment with Barrie please Email him on: barrie.nunn@insightifa.com

LinkedIN QRCode

[Close Window]

Stewart McLean

Stewart McLean

Senior Consultant Insight Corporate Solutions

Stewart is the Senior Consultant within Insight Corporate Solutions. He specialises in advising businesses of all sizes on all aspects of their Employee Benefit provision. His wide-ranging experience in this field means he is able to offer corporate clients solutions that are compliant with current legislation, cost-effective and sustainable for the business.

He is a qualified financial adviser with over 25 years' experience in financial services. During this time he has achieved advanced Pension and Taxation qualifications.

If you would like to arrange an appointment with Stewart please Email him on: stewart.mclean@insightifa.com

LinkedIN QRCode

[Close Window]

Mike Phillips

Mike Phillips

Independent Financial Adviser

Mike is an experienced adviser with over 28 years' experience in financial services. Mike advises on all aspects of financial planning to both corporate and private clients. His expertise includes: Investments, Protection, Retirement and Inheritance Tax planning.

Mike joined the Insight Group of businesses at the start of 2010 and prior to this he was part of one of the UK's premier financial advisory firms.

As a director and estate planning consultant of Foresight Estate Planning, Mike is also able to advise his clients on all aspects of their family estate, tax and trust planning.

If you would like to arrange an appointment with Mike please Email him on: mike.phillips@insightifa.com

LinkedIN QRCode

[Close Window]

Debbie Crossley

Debbie Crossley

Independent Financial Adviser

Debbie has been in financial services since 2002. She is an experienced and enthusiastic member of the team based at our office in Harlow.

Her expertise encompasses: Investment and Retirement planning, Inheritance Tax planning and Protection advice. She is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of her clients' assets.

Debbie is part of the insight4schools team and specialises in advising teachers on the Teachers’ Pension Scheme.

If you would like to arrange an appointment with Debbie please Email her on: debbie.crossley@insightifa.com

LinkedIN QRCode

[Close Window]

Richard Rimmer

Richard Rimmer

Independent Financial Adviser

Richard has worked in financial services for over 18 years. During this time he has gained extensive experience in all areas of financial planning and adopts a holistic approach to working with his clients.

His particular areas of interest are: advising corporate clients on pension and employee benefit schemes, estate, legacy and retirement planning.

Richard's expertise encompasses: Investment and Retirement planning, Inheritance Tax planning and Protection advice. Richard is also able to advise clients on their estate planning.

He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of his clients' assets.

If you would like to arrange an appointment with Richard please Email him on: richard.rimmer@insightifa.com

QRCode

[Close Window]

Michael Whitehead

Michael Whitehead

Independent Financial Adviser

Michael has been in financial services since 1995 and specialises in a wide range of financial services including: Investments, Protection and Retirement Planning.

Michael is also a qualified mortgage adviser and possesses the Certs CII (MP & HR) qualification for Lifetime Mortgage and Equity Release advice.

Michael's expertise encompasses: Investment and Retirement planning, Inheritance Tax planning and Protection advice. He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of his clients' assets.

If you would like to arrange an appointment with Michael please Email him on: michael.whitehead@insightifa.com.

LinkedIN QRCode

[Close Window]

Kelvin Redwood

Kelvin Redwood

Independent Financial Adviser

Kelvin is based in our Wimbledon office. He has been in financial services for over 25 years. Before he joined Insight he ran his own practice; Redwood Financial Consultants.

His area of expertise include: Protection, Investments, Mortgages and Retirement planning with the aim of helping clients maintain and grow their wealth whilst safeguarding their assets. He is focused on goal-based financial planning with ongoing wealth management to ensure his client's financial objectives are achieved.

If you would like to arrange an appointment with Kelvin please Email him on: kelvin.redwood@insightifa.com
or call him on 07956 386130 QRCode

[Close Window]

David Smith

David Smith

Independent Financial Adviser

David is based in our Sevenoaks office. He has worked in financial services for over 30 years, the most recent 10 years as an Independent Financial Adviser. David previously spent 20 years with Prudential working with consultants to build IFA/ Life Company relationships.

He specialises in retirement planning, investments and advising corporate clients on the provision of pensions and other benefits for employees. He also holds advanced pension qualifications and is a member of our Insight4schools team. He advises teachers on the Teachers’ Pension Scheme.

If you would like to arrange an appointment with David please Email him on: david.smith@insightifa.com.

QRCode

[Close Window]

Richard Beardsworth

Richard Beardsworth

Independent Financial Adviser

Richard specialises in a wide range of financial services including: Investments, Protection and Retirement Planning.

Having joined Insight in 2015 from Lloyds Bank, Richard is embracing the opportunities he is able to offer clients to ensure they have the best financial planning available to them. Richard’s expertise encompasses: Investment and Retirement planning, Inheritance Tax Planning and Protection. He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of his clients' assets.

If you would like to arrange an appointment with Richard please Email him on: richard.beardsworth@insightifa.com

[Close Window]

Andrew Stephenson

Andrew Stephenson

Independent Financial Adviser

Andrew specialises in a wide range of financial services including: Investments, Protection and Retirement Planning.

Having joined Insight in 2015 from NFU Mutual, Andrew is embracing the opportunities he is able to offer clients to ensure they have the best financial planning available to them. Andrew’s expertise encompasses: Investment and Retirement planning, Inheritance Tax Planning and Protection. He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of his clients’ assets.

If you would like to arrange an appointment with Andrew please Email him on: andrew.stephenson@insightifa.com

[Close Window]

Nic Abarno

Nic Abarno

Independent Financial Adviser

Nic specialises in a wide range of financial services including: Investments, Protection and Retirement Planning.

His area of expertise include: Protection, Investments, Mortgages and Retirement planning with the aim of helping clients maintain and grow their wealth whilst safeguarding their assets. He is focused on goal-based financial planning with ongoing wealth management to ensure his client's financial objectives are achieved.’ assets.

If you would like to arrange an appointment with Nic please Email him on: nic.abarno@insightifa.com

[Close Window]

Lee Disney

Lee Disney

Independent Financial Adviser

Lee has many years experience within the financial services, always on a face to face basis helping clients.

Lee's expertise encompasses: Investment and Retirement planning, Inheritance Tax planning and Protection advice. He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of his clients’ assets.

Lee has been told he is a good listener and uses this to good effect in fully understanding his clients' goals and aspirations.

If you would like to arrange an appointment with Lee please Email him on: lee.disney@insightifa.com.

LinkedIN QRCode

[Close Window]

Andrew Fabian

Andrew Fabian

Independent Financial Adviser

Andrew has many years experience within the financial services, always on a face to face basis helping clients.

Andrew's expertise encompasses: Investment and Retirement planning, Inheritance Tax planning and Protection advice. He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of his clients’ assets.

Andrew enjoys helping people acheive their goals and aspirations.

If you would like to arrange an appointment with Andrew please Email him on: andrew.fabian@insightifa.com.

LinkedIN QRCode

[Close Window]

Jennie Warne

Jennie Warne

Compliance Administrator

Jennie Warne joined Insight in 2012 and has worked within the financial industry at a high level for over 35 years.

Jennie is a highly qualified individual who is a member of the Personal Finance Society. Her role at Insight is as Compliance Officer Support. This role is a vital aspect to the company, ensuring all members follow the strict guidelines implemented by Insight guaranteeing our clients the best experience of Insight.

Jennie previously worked within our Business Support Team and is therefore highly knowledgeable of our systems. She provides close support to our compliance officer, Antony Howard and our Practice Manager, Rebecca Green. Her responsibilities are vast and she is required to provide guidance to our advisers in all aspects of financial services.

Please email Jennie on: jennie.warne@insightifa.com. QRCode

[Close Window]

Anna Doulkeridou

Anna Doulkeridou

H.R. Administrator

Anna joined Insight in 2015 and works closely with our Practice Manager, Rebecca Green as an HR Administrator which is vital for all of our staff ensuring that they are happy working for Insight and any concerns are dealt with quickly and confidentially. At Insight we believe that each individual plays a valuable role in the smooth running of the company and therefore deserves a first class HR service from us which Anna is dedicated to providing.

Furthermore, Anna is key to ensuring the smooth running of our offices by keeping a detailed eye on stationary stock and making orders and purchases as and when required.

Please email Anna on: anna.doulkeridou@insightifa.com QRCode

[Close Window]

Jurate Taskunaite

Jurate Taskunaite

Head Of Finance

Jurate Taskunaite joined Insight in 2006. She works predominantly within the finance team and is therefore vastly knowledgeable in this area, and heads up the Finance Team under the Practice Manager.

Jurate is responsible for ensuring transactional records for the company are kept in full, and reports to the board on a regular basis with financial updates to ensure the smooth and effective running of the business. Jurate obviously has a good eye for detail and is driven to ensure that this role is carried out to the best of her ability.

Please email Jurate on: jurate.taskunaite@insightifa.com. QRCode

[Close Window]

Sharon Rose

Sharon Rose

Finance Administrator

Sharon Rose is a member of the Insight Finance Team and has worked at Insight since 2002. Sharon has worked within the administration team since joining and brings with her a wealth of experience from her 26 years within the industry.

She offers support to all areas of administration; her main role being the reconciliation of adviser accounts and assisting with the smooth running of the financial department.

Please email Sharon on: sharon.rose@insightifa.com. QRCode

[Close Window]

Belinda Heal

Belinda Heal

Receptionist

Belinda joined Insight in 2012 as the receptionist of the Insight Group based at our Norwich branch.

Belinda delivers a first class service to all visitors to Insight, whether this be in person or by telephone. She ensures our reception area and meeting rooms are warm and inviting for clients, providers and staff and assists in running seminars within the company.

Please email Belinda on: belinda.heal@insightifa.com QRCode

[Close Window]

Nicky Groom

Nicky Groom

Client Relations Assistant

Nicky is a valued member of the Client Relationship Team and joined Insight in 2010.

Nicky can be found in a variety of roles within the department from reception cover, to client communication, data upkeep and diary management.

Part of Nicky’s responsibilities is to ensure that advisers are effectively communicated with to ensure that as a company we are adhering to our service proposition. As well as this she assists the team to ensure that all client data is up to date ensuring successful communication with our clients.

Please email Nicky on: nicky.groom@insightifa.com QRCode

[Close Window]

Yolanda Fookes

Yolanda Fookes

Client Relations Assistant

Yolanda has been with Insight since 2014. Yolanda is a highly skilled administrator and demonstrates excellent communication skills. She utilises these skills in her role within the team by making appointments for new and existing clients to see their advisers to ensure that their finances are reviewed on a regular basis.

Furthermore, she is also responsible for the succesful running of Insight4schools, ensuring that all presentations run smoothly and teachers wishes are met to discuss their retirement freedom with one of our TS specialists.

Please email Yolanda on: yolanda.fookes@insightifa.com.

[Close Window]

Suzannah Geraghty

Suzannah Geraghty

Client Relations Assistant

Suzannah has worked for a number of large organisations as an Executive PA, and brings to Insight a wealth of expertise, joining us in 2009.

If you are an existing Insight client you may well have spoken to Suzannah as one of her main responsibilities within the company is to ensure that client’s financial reviews are booked with their advisers. As well as this she can be found assisting the post sales department, data management, and event and project management.

Please email Suzannah on: suzannah.geraghty@insightifa.com.

[Close Window]

Nea Suhonen

Nea Suhonen

Client Relations Assistant

Nea assists the Client Relationships Team within Insight.

Nea has been with Insight since 2015 and assists the busy Client Relationship Team.

Part of Nea’s responsibilities include communicating regularly with our advisers ensuring that our company service proposition is being adhered to and assisting them with their diary management in order to achieve this. Furthermore, you will find Nea in a variety of roles, supporting Insight4schools, meeting clients on reception, liaising with clients and ensuring policies are successfully enforced, to meet with clients expectations and objectives.

Please email Nea on: nea.suhonen@insightifa.com

[Close Window]

Sam Kelly

Sam Kelly

Client Relations Assistant

Sam assists the Client Relationships Team within Insight.

Sam joined Insight in 2015, prior to this Sam worked within the client communication industry and was responsible for various training projects for UK companies. Sam is highly skilled in communications and fully understands and takes responsibility for maintaing our excellent relationships with our clients. This could be by ensuring review appointments are booked in a timely fashion and new clients are given the opportunity to meet with a professional adviser and disscuss their financial requirements.

A further part of Sam’s responsibilities include assisting the Insight4schools team by again contacting the teachers and staff from our presentations who are in need of professional financial advice.

Please email Sam on: sam.kelly@insightifa.com

[Close Window]

Lois Palmer

Lois Palmer

Client Relations Assistant

Lois assists the Client Relationships Team within Insight.

Lois moved from our sister company Foresight to Insight and as such has developed a great knowledge of our group of companies. With her natural communication skills this is a perfect position for Lois within the group of Insight. She communicates with our clients on a daily basis ensuring that their requirements for reviews and new appointments are adhered to. So as a new or existing client of Insight you may well have spoken to Lois.

A further part of Lois’s responsibilities include communicating regularly with our advisers ensuring assisting them in their diary management, giving them the time to ensure that all of their clients are provided with a first class service.

Please email Lois on: lois.palmer@insightifa.com

[Close Window]

Clair Ling

Clair Ling

Client Relations Assistant

Clair assists the Client Relationships Team within Insight.

Clair moved from our sister company Foresight to Insight and as such has developed a great knowledge of our group of companies. With her natural communication skills this is a perfect position for Clair within the group of Insight. She communicates with our clients on a daily basis ensuring that their requirements for reviews and new appointments are adhered to. So as a new or existing client of Insight you may well have spoken to Clair.

A further part of Clair’s responsibilities include communicating regularly with our advisers ensuring assisting them in their diary management, giving them the time to ensure that all of their clients are provided with a first class service.

Please email Clair on: clair.ling@insightifa.com

[Close Window]

Chris Grimmer

Chris Grimmer

Personal Business Support To Daniel Appleton & Ian Green

Chris Grimmer joined Insight in 2010. Chris is the Personal Business Support for Ian Green and Daniel Appleton, two of our senior advisers. Chris has recently undertaken and successfully passed two industry exams: RO1 and RO3, making him one of our most qualified Support Staff.

Chris has worked within the financial industry for over 7 years. His role as Business Support to two of our advisers Daniel Appleton and Ian Green means he organises their workloads and liaises with clients and companies on their behalf, along with all other administration duties. Furthermore, with both Ian and Daniel forming part of the insight Management Team, Chris also takes on more responsibility to ensure they are able to fulfil their Business Development Coach role…

Please email Chris on: chris.grimmer@insightifa.com. QRCode

[Close Window]

David Sinclair

David Sinclair

Personal Business Support To Richard Rimmer & Debbie Crossley

David Sinclair has worked within the financial services industry for over 9 years and joined Insight in 2011. David works as Personal Business Support for both Richard Rimmer & Debbie Crossley.

David assists Richard and Debbie by organising their workload and communicating with clients on their behalf. The role of Personal Business Support is very varied and demands a high level of professionalism to ensure clients receive a first class service from Insight.

Please email David on: david.sinclair@insightifa.com. QRCode

[Close Window]

Natalie Causton

Natalie Causton

Personal Business Support To Mike Philips

Natalie Causton joined Insight in 2012, after working in the industry for over 11 years. Her role is that of Personal Business Support to one of Insights top advisers, Mike Phillips.

On joining Insight Natalie worked as an administrator within the Business Support Team but her natural skills and abilities were recognised early on resulting in a promotion to Personal Business Support. She is able to bring her knowledge of Insight’s systems through working in the Business Support Team to her new role and help Mike organise his extremely busy workload. She is also paramount in maintaining the level of communication between Mike, providers and his clients.

Please email Natalie on: natalie.causton@insightifa.com. QRCode

[Close Window]

Laurie Moore

Laurie Moore

Personal Business Support To Jason Knights & David Smith

Laurie Moore joined Insight in 2013 as a member of our growing Business Support Team. He previously worked within the industry for over 10 years and brings with him this knowledge and experience.

From working within our Business Support Team Laurie gained the experience required of Insights systems and controls and made the transition to Personal Business Support for two of our senior advisers, Jason Knights and David Smith. It is imperative that Laurie is able to organise both Jason and David's extensive workload and ensure their deadlines are met, whilst producing work of a high standard.

Please email Laurie on: laurie.moore@insightifa.com QRCode

[Close Window]

Clare Ward

Clare Ward

Personal Business Support To David Welsh

Clare Ward joined Insight in 2013. In total Clare has over 15 years experience within the financial sector. With a background in banking and prior roles supporting IFAs, she is able to utilise her knowledge in her new role as Personal Business Support to one of our more experienced advisers, David Welsh.
To help Clare through her training period she was a member within the Business Support Team for a short while before developing into her role as Personal Business Support. She has joined Insight at an exciting time as we have also introduced a new IT system of which she will be utilising to best suit her role and assist David in providing a top class service to his clients.

Please email Clare on: clare.ward@insightifa.com QRCode

[Close Window]

Andrew Legg

Andrew Legg

Personal Business Support To Rachel Legg

Andrew assists Rachel by organising her workload and managing client administration on Rachel's behalf. The role of Personal Business Support is very varied and demands a high level of professionalism to ensure clients receive a first class service from Insight.

Please email Andrew on: andrew.legg@insightifa.com.

[Close Window]

Andrew Shaw

Andrew Shaw

Personal Business Support To Kelvin Redwood

Andrew works as Personal Business Support for Kelvin. Demonstrating his great organisational skills on a daily basis, Andrew assists Kelvin in his day to day administration and communication with his numerous clients.

His objective in this role is to ensure all administration tasks are completed correctly enabling Kelvin time to spend with his clients to maintain their financial futures.

Please email Andrew on: andrew.shaw@insightifa.com.

[Close Window]

Rachel Provan

Rachel Provan

Personal Business Support To Chris Macey & Daniel Appleton

Rachel has been with Insight since 2007. She brings the wealth of experience gained from working in the industry for over 24 years.

Rachel works as Personal Business Support for Chris Macey and Daniel Appleton. Demonstrating her great organisational skills on a daily basis, Rachel assists Chris in his day to day administration and communication with his numerous clients.

Her main objective in this role is to ensure all administration tasks are completed correctly enabling both Chris and Daniel time to spend with their clients to maintain their financial futures.

Please email Rachel on: Please email Amelia on: rachel.provan@insightifa.com

[Close Window]

Laura Harris

Laura Harris

Personal Business Support To Derek Howell

Laura joined Insight in 2015 providing Derek Howell with Personal Business Support to assist him in providing a high clsss service to his clients.

Derek is one of our senior advisers and has many clients of whom he expects a first class service for at all times. Laura helps Derek acheive this by being the point of contact for the clients, managing Derek's diary and providing their clients with up to date information on their portfolios.

Laura is based in our Bromley office so as well as her responsibilities of providing Derek with Personal Business Support, she also has the ensure the successful running of this busy office.

Please email Laura on: laura.harris@insightifa.com QRCode

[Close Window]

Karen Bronze

Karen Bronze

Personal Business Support To Lee Disney

Karen Bronze joined Insight in 2008 after being in the legal profession for 10 years. Karen is the sole Personal Assistant to Lee Disney assisting him in providing a first class service to his clients.

Karen is based in our Norwich office and ensures that there is clear, concise communication necessary to producethe high standards of work our advisers have grown to expect from their support staff.

Please email Karen on: karen.bronze@insightifa.com. QRCode

[Close Window]

Lauren Phillips

Lauren Phillips

Personal Business Support To Mike Phillips

Lauren joined Insight in 2016.

Lauren's is a Personal Assistant for one of our more senior advisers, Mike Phillips. She is responsible for ensuring Mike has everything he requires when seeing clients and that lines of communication are clear and regular ensuring that Mike's clients continue to receive the high standard of service which they have become accustomed to.

Please email Lauren on: lauren.phillips@insightifa.com. QRCode

[Close Window]

Natalie Chambers

Natalie Chambers

PA To Jason Howard

Natalie Chambers joined Insight in 2003.

When Natalie joined us she worked within the administration team, quickly working her way up to the New Business department running this very successfully for a number of years before being promoted to Personal Assistant to the Managing Director.

As you can imagine, being the PA to Jason Howard requires a vast set of skills from Natalie especially as Jason plays a key role throughout all of the Insight Group of companies. With her experience in financial services, Natalie’s main role is to maintain the link between adviser and client, diary management for Jason and helping him ensure that our proposition guidelines are met.

Please email Natalie on: natalie.chambers@insightifa.com.

QRCode

[Close Window]

Catherine Smith

Catherine Smith

PA To Antony Howard

Catherine Smith has worked within the financial industry for over 19 years and holds her FPC 1 & 2 qualifications, which gives her a wealth of knowledge and experience.

Catherine's role is that of PA to Antony Howard, she is able to utilise her experience of Insight through her involvement over the years in many departments within the organisation.

This role encompasses Catherine's organisational skills and knowledge of the financial services industry enabling her to provide a necessary and vital service to Antony, helping him deal with all aspects of his clients needs.

Please email Catherine on: catherine.smith@insightifa.com.

QRCode

[Close Window]

Matthew Watling

Matthew Watling

PA Support For Jason And Antony

Matthew joined Insight in 2016.

Matthew's role is to work alongside Natalie and Catherine and form the PA team for the Directors.

Please email Matthew on: matthew.watling@insightifa.com. QRCode

[Close Window]

Nick Howes

Nick Howes

Training And Development Co-ordinator

Nick Howes has worked within the financial services industry for over 23 years, joining Insight in 2010.

Nick dedicates his time to providing one to one support to our financial advisers, undertaking specific projects on their behalf to establish the service they are able to offer their clients.

He is also the person who helps to train and give support to new staff members, working closely with our Practice Manager, Rebecca Green. Ensuring that they are happy and confident in their new role.

Please email Nick on: nick.howes@insightifa.com. QRCode

[Close Window]

Nash Makuve

Nash Makuve

Head Of BST

Nash joined Insight in 2015.

Nash is responsible for the smooth running of one of our busiest departments here ar Insight. The BST are utilised by all advisers and area required to produce work in a timely, professional and precise manner. Nash needs to ensure that the work is dealt with and that all member of the team are helping where required.

Please email Nash on: nash.makuve@insightifa.com.

[Close Window]

Ray Sadd

Ray Sadd

BST Member

Raymond Sadd joined Insight in 2014 as a member of our growing Business Support Team. He previously worked within the industry for over 8 years and brings with him this knowledge and experience.

As a Business Support Team member, Raymond provides our advisers with documentation they require on a daily basis to meet the needs of their clients. Often required to work to deadlines, Raymond demonstrates a high skilled approach to time management, organising the workload allocated to him.

Please email Ray on: ray.sadd@insightifa.com QRCode

[Close Window]

Stacey Patey

Stacey Patey

BST Member

Stacey joined Insight in 2015.

Stacey plays a major role in ensuring the smooth running of our busy head office in Norwich, assisting in the day to day tasks such as post, scanning, preparing information for clients on behalf of the advisers and assisting where she can.

Please email Stacey on: stacey.patey@insightifa.com.

[Close Window]

Marlene Stringue

Marlene Stringue

BST Member

Marlene has worked for Insight since 2010 within various departments within the administration area of the business and has a position within the Business Support Team.

The Business Support Team is a vital department within Insight and she ensures our clients’ needs are met; not only in a timely fashion and any work produced is the highest standard enhancing their Insight experience.

Please email Marlene on: marlene.stringue@insightifa.com.

[Close Window]

Ellen Phillips

Ellen Phillips

BST Member

Ellen has been with Insight since 2016 and assists the busy Business Realtionship Team.

Ellen's role includes arranging and confirming appointments, preparing information to present to clients and keeping our clients informed of the progress of their plans. Although primarily Ellen is a member of the Business Support Team she is often required to work outside this department and assists other areas of the business including the Business Administration Team, which sees her taking responsibility for the day to day tasks to help run our busy Norwich offices.

Please email Ellen on: ellen.phillips@insightifa.com

[Close Window]