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.
Board of Directors
Jason Howard
Antony Howard
Advisor to the Board
Management Team
Administrative Staff
Personal Assistants
Business Support Team
Independent Financial Advisors
Jason Howard
Managing Director
Jason Howard is the Managing Director of Insight Financial Associates, together with Insight Mortgage Solutions and Foresight Estate Planning and Will Writing. Jason is also a partner of Property Investor Partnership, which sources and secures exceptional investment opportunities in both the UK and Overseas. Under Jason’s direction and leadership, Insight Financial Associates has grown to be one of the largest and premier IFA firms in East Anglia that has been ranked in the top *5% of companies offering financial advice worldwide. Jason is an exceptional financial advisor and is ranked in the top *5% of advisors worldwide with over 21 years experience and his expertise continues to help his clients realise their true financial potential. Jason specialises in all aspects of financial planning for individuals and the corporate market.
As a sideline to the business, Jason has developed a successful UK and overseas property portfolio and is passionate about educating individuals on ways to create wealth through property both in the UK and overseas.
Jason is a gifted presenter and communicator and travels all across the UK giving presentations to the industry on how they can educate their clients to create wealth through property both in the UK and overseas.
If you would like to arrange an appointment with Jason send him an Email to: jason@insightifa.com.
*Source Million Dollar Round Table 2010
Antony Howard
Director
Antony is a Director of Insight Financial Associates and has over 16 years' experience in the financial services industry. Antony specialises in all aspects of financial planning and is a gifted communicator and presents to the teaching community on their pension scheme, educating them on ways they can maximise their pension potential and their desired retirement age. Antony’s natural charisma, sense of humour and his unique ability to connect with his audience enables him to turn this relatively dry topic into a stimulating, amusing and interesting presentation.
Antony has established a successful property portfolio both in the UK and overseas and travels across the UK giving presentations to the industry on how they can educate their clients to create wealth through property.
A two time “Court of the Table” Million Dollar Round Table member (MDRT), Antony continues to be independently ranked in the top 5% of Financial Advisers worldwide *Source: Million Dollar Round Table 2010.
If you would like to arrange an appointment with Antony send him an Email to antony.howard@insightifa.com.
Geoff Iveson
Advisor To The Board
Geoff is an experienced, successful executive having extensive financial services knowledge from operating at the highest level. Since originally joining the financial services industry in the early 1970s, he has held senior positions in a range of executive, business development, and marketing roles.
In instigating and reorganising the national distribution of several companies, he has gained a well-established reputation as a dynamic, motivational, and energetic leader.
Geoff’s strong leadership skills, coupled with his experience & expertise within the financial services sector will bring a new dynamic and strength to the Insight Board.
Sharon Hollinger
Marketing And Communications Manager
As Business Development Manager for Insight Sharon’s role is very diverse and includes all aspects of marketing and PR, together with managing client and promotional events and internal and external communication. Sharon’s Email address is sharon.hollinger@insightifa.com.
Anna Racher
Business Support Manager
Anna works closely with Antony Howard, our director with the responsibility for Compliance. This includes keeping abreast of continually developing legislation, systems and processes; to ensure that at all times Insight Financial Associates meets and exceeds the FSA guidelines for Treating Customers Fairly.
Please email Anna at anna.racher@insightifa.com.
Rebecca Green
Practice Manager
As Practice Manager, Rebecca is responsible for the links between all our departments and she oversees administrations and finance functions of our business.
Please email Rebecca at rebecca.green@insightifa.com
Sharon Inglis
Business Development Support
Sharon has been with Insight for many years. She now forms part of the compliance team as Business Development Support. Her role is to assist the Sales Managers in their roles, helping them to fulfil their obligations and to fully support the advisors here at Insight.
If you would like to email Sharon her address is sharon.inglis@insightifa.com
Catherine Smith
Business Support Team Manager
Catherine has been working within the financial industry for over 14 years and holds her FPC 1 & 2 qualifications which gives her a wealth of knowledge and experience. Catherine works as personal assistant to the Directors as well as managing the Business Support Team.
The role of managing the Business Support Team is a crucial one, Catherine ensures that the high standards expected of the Team are delivered on a daily basis, as the Team acts as the link between our Advisors and our clients by dealing with all aspects of client care and attention.
Catherine was awarded support star of the year in 2008 for her hard work and dedication to the company and her duties along with her willingness to help others email: catherine.smith@insightifa.com.
Jurate Taskunaite
Head Of Finance
Jurate brings a wealth of experience, knowledge and a high level of professionalism to her role of Head of Finance. Her attention to detail and proficiency ensures the Finance Team's smooth day to day running, as well as the strategic management of resources. To contact Jurate, please email: jurate.taskunaite@insightifa.com.
Colin Kelly
Colin's role is to manage and maintain all aspects of the CIT 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.
Colin previously 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. Please email him: colin.kelly@insightifa.com
Jan Berry
Administrator/Receptionist
Jan is a valued member of the admin team at Insight. She is located in our new client centre and is on hand to answer any queries and ensure our clients are looked after when they come to see us. She is responsible for ensuring that clients policies are correct and plays an important role within the commissions department. Email: jan.berry@insightifa.com.
Natasha Howard
Marketing Assistant
Natasha assists the Business Development Manager with all aspects of Marketing and PR for the Insight Group and helps with the organisation and planning of client events and seminars. Email: natasha.howard@insightifa.com.
Sharon Rose
Finance Administrator
Sharon is an important member of the back-office administration team and is responsible for inputting commission payments from our suppliers onto our First system. sharon.rose@insightifa.com.
Liz Smith
Finance Administrator
Liz pays outstanding invoices, updates HR records, Update Zero for Foresight and provides support to the Project Managers with wages etc. She ensures that the day-to-day running of the finance function runs efficiently and smoothly. Email: elizabeth.smith@insightifa.com
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Marlene Stringue
Administrator
Marlene makes up a vital part of the Administration team, helping the new business administrator with submissions and any other day to day administration duties, including helping the Compliance Manager with the Insight consultants. Email: marlene.stringue@insightifa.com
Rosemarie Blackthorn
Marketing Assistant
Rosemarie works in the marketing team and she also helps with reception cover. She is a competent copywriter, with many years experience and therefore her skills are utilised in writing and producing copy for the website and other promotional literature for Insight. Rosemarie also helps with the preparation and compilation of vital management information. Rosemarie’s e-mail address is rosemarieblackthorn@insightifa.com.
Joanne Bridge
Joanne has been working within the financial industry for over 5 years now and gained experience from working within Insight Mortgage Solutions and also the finance department. She is responsible for processing new business application and files. She also manages and implements all applications and processing of Compliant files. She also collates Management Information for the Board on a regular basis. Email: joanne.bridge@insightifa.com.
Tabitha Sadler
Administrator
Tabitha provides vital assistance to both the Finance Office and our Client Centre. Within the Finance Office she sorts and distributes post and carries out other administrative tasks, such as purchase orders etc. She also is our receptionist in our Client Centre, welcoming clients and dealing with any enquiries. Email her on: tabitha.sadler@insightifa.com.
Nicky Groom
Nicky is part our Finance Team. She assists the Finance Officer in the day to day running of the busy Finance Team. To contact Nicky, please email: nicky.groom@insightifa.com
Suzannah Geraghty
PA To Antony Howard
Suzannah has worked for a number of large organisations as an Executive PA, so she brings to Insight a wealth of expertise. As PA to Director Antony Howard, she is responsible for the organisation of his diary, communicating with clients and companies on Antony’s behalf, together with other general administration roles. Email: suzannah.geraghty@insightifa.com
Natalie Chambers
PA To Jason Howard
Natalie has worked at Insight for several years operating in several fulfilling roles where Natalie’s most recent role is as PA to Jason Howard, Managing Director. Her main duties include organising Jason’s workload, liaising with clients and companies on Jason’s behalf, together with dealing with all aspects of pre and post-appointment administration.
Email: natalie.chambers@insightifa.com.
Chris Grimmer
PA To Daniel Appleton & Ian Green
Chris has worked within the financial industry for over 7 years and joins us with knowledge and experience of the sector. His role as PA to 2 of our advisors Daniel Appleton & Ian Green means he has to organise their workloads and communicate with clients and companies on their behalf, along with all other administration duties. Email: chris.grimmer@insightifa.com.
David Sinclair
PA To Barrie Nunn & Mike Phillips
David has been working within the financial industry for over 6 years and brings with him a vast amount of experience and knowledge. His role as PA to 2 of our advisors Mike Phillips & Barrie Nunn means he has to organise their workloads and communicate with clients and companies on their behalf, along with all other administration duties. Email: david.sinclair@insightifa.com.
Karen Bronze
PA To David Welsh
Karen joined Insight in 2008 and since then has built up her knowledge and experience of the sector. Her role as PA to David Welsh means she organises his workload and communicate with clients and companies on his behalf, along with all other administration duties. Email: Karen.bronze@insightifa.com.
Dora Kibler
PA To Steve Kibbler
Dora Kibler has worked within financial services for over 4 years and joined us with a wide range of knowledge and experience. Her role as PA to Steve Kibler means she organises his workload and communicate with clients and companies on his behalf, along with all other administration duties. Email: dora.kibler@insightifa.com.
Rachel Provan
Rachel is a member of The Business Support Team, this role is vital to Insight’s vision of being renowned for the Client Service that we provide. The team acts as the link between our Independent Financial Advisors and our clients, by dealing with all aspects of client contact, from arranging and confirming appointments, through to the preparation of information to present to clients and keeping our clients informed of the progress of their plans.
Having worked previously as a PA for the directors she brings to the Business Support team a wealth of knowledge and experience, she has worked within the Financial industry for over 24 years. Email: rachel.provan@insightifa.com
Mandy Jones
Mandy is a member of The Business Support Team, this role is vital to Insight’s vision of being renowned for the Client Service that we provide. The team acts as the link between our Independent Financial Advisors and our clients, by dealing with all aspects of client contact, from arranging and confirming appointments, through to the preparation of information to present to clients and keeping our clients informed of the progress of their plans.
Mandy has been working within the financial industry for over 26 years having worked in banks and leading companies she brings a wealth of knowledge and experience as well as this Mandy has also gained her FPC and CeMap qualifications and is a fully qualified financial advisor. Email: mandy.jones@insightifa.com.
Nick Howes
Supervisor
Nick is supervisor of the Business Support Team; he provides support to the Business Support Manager and the Team. This role is vital to Insight's vision of being renowned for the Client Service that we provide. The Team acts as the link between our Independent Financial Advisors and our clients, by dealing with all aspects of client contact, from arranging and confirming appointments, through to the preparation of information to present to clients and keeping our clients informed of the progress of their plans. Email: nick.howes@insightifa.com.
Jennie Warne
Jennie is a member of The Business Support Team, this role is vital to Insight’s vision of being renowned for the Client Service that we provide. The team acts as the link between our Independent Financial Advisors and our clients, by dealing with all aspects of client contact, from arranging and confirming appointments, through to the preparation of information to present to clients and keeping our clients informed of the progress of their plans.
Jennie has worked within the financial industry for 35 years. Email: jennie.warne@insightifa.com.
Adam Cole
Adam is a member of The Business Support Team, this role is vital to Insight’s vision of being renowned for the Client Service that we provide. The team acts as the link between our Independent Financial Advisors and our clients, by dealing with all aspects of client contact, from arranging and confirming appointments, through to the preparation of information to present to clients and keeping our clients informed of the progress of their plans.
Adam has worked within the financial sector for over 10 years and specialises in the pension sector where he has gained a wealth of knowledge and expertise.
Stuart Snowdon
Stuart is a member of The Business Support Team, this role is vital to Insight’s vision of being renowned for the Client Service that we provide. The team acts as the link between our Independent Financial Advisors and our clients, by dealing with all aspects of client contact, from arranging and confirming appointments, through to the preparation of information to present to clients and keeping our clients informed of the progress of their plans.
Stuart has worked within the financial industry for over 6 years and within these years has gained his CII (Charted Insurance Institute) in life and pensions administration so brings with him a wealth of knowledge and expertise.
Natalie Causton
Natalie is a member of The Business Support Team, this role is vital to Insight's vision of being renowned for the Client Service that we provide. The team acts as the link between our Independent Financial Advisors and our clients, by dealing with all aspects of client contact, from arranging and confirming appointments, through to the preparation of information to present to clients and keeping our clients informed of the progress of their plans. Please email her natalie.causton@insightifa.com
Lucy Mears
Lucy is a member of The Business Support Team, this role is vital to Insight's vision of being renowned for the Client Service that we provide. The team acts as the link between our Independent Financial Advisors and our clients, by dealing with all aspects of client contact, from arranging and confirming appointments, through to the preparation of information to present to clients and keeping our clients informed of the progress of their plans. Please email her lucy.mears@insightifa.com
Daniel Appleton
Independent Financial Advisor
Daniel is a qualified financial advisor and specialises in a wide range of financial services, which include: Investment & Retirement Planning, Protection and Inheritance Tax advice. Daniel has over 10 years experience working within the financial services industry. If you would like to arrange an appointment with Daniel send him an Email to daniel@insightifa.com.
Nicola Dorks
Independent Financial Advisor
Nicola is based at our Norwich office and specialises in a wide range of financial services to include: Investments, Protection and Retirement Planning. Nicola is also a qualified mortgage advisor and possesses the CeMAP qualification. If you would like to arrange an appointment with Nicola send her an email to: nicola.dorks@insightifa.com.
Ian Green
Independent Financial Advisor
Ian is a qualified financial advisor with over 9 years experience. He specialises in a wide range of financial services, which include: Investment & Retirement Planning, Protection and Inheritance Tax advice. If you would like to arrange an appointment with Ian send him an email to: ian@insightifa.com.
Steve Kibler
Independent Financial Advisor
Steve specialises in a wide range of financial services to include: Investments, Protection and Retirement Planning. Steve is also a qualified mortgage advisor and possesses the Certs CII (MP & HR) qualification for Lifetime Mortgage and Equity Release advice. If you would like to arrange an appointment with Steve send him an Email to steve@insightifa.com.
Jason Knights
Independent Financial Advisor
Jason has worked in the Financial Service industry since 1989. Jason splits his time between his IFA work, and a management role, helping to develop the business through processes implementation, and linking in with the finance, admin and marketing teams, as well as providing training to new and existing members of the Insight team. If you would like to arrange an appointment with Jason send him an Email to: Jason.knights@insightifa.com.
Rachel Legg
Independent Financial Advisor
Rachel is a qualified financial advisor who has over 12 years of knowledge and experience, prior to working at Insight Rachel worked at a number of well known companies. Rachel is able to give advise in all aspects of financial planning and has considerable experience working with members of the Teachers' Pension Scheme.
If you would like to book an appointment with Rachel send her an Email: rachel.legg@insightifa.com
Chris Macey
Independent Financial Advisor
Chris is an experienced advisor specialising in a wide range of financial services to include: Investments, Protection & Retirement Planning. Chris joined the Insight Group at the start of 2009 having worked in financial services since 1996. If you would like to arrange an appointment with Chris send him an Email to: chris.macey@insightifa.com.
Glen Newell
Independent Financial Advisor
Glen specialises in a wide range of financial services to include: Investments, Protection and Retirement Planning. If you would like to arrange an appointment with Glen send him an Email to: glen.newell@insightifa.com.
David Welsh
Independent Financial Advisor
David has over 10 years experience working within the financial services industry and has vast experience in all aspects of financial planning and overseas taxation and property investments.
If you would like to arrange an appointment with David send him an Email to david.welsh@insightifa.com.
Michael Whitehead
Independent Financial Advisor
Michael specialises in a wide range of financial services to include: Investments, Protections and Retirement Planning. Michael is also a qualified mortgage advisor and possesses the Certs CII (MP & HR) qualification for Lifetime Mortgage and Equity Release advice. If you would like to arrange an appointment with Michael send him an Email to: michael@insightifa.com.
Derek Howell
Independent Financial Advisor
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 specialises in Pension & Investment planning and advising clients on Property Investment.
If you would like to arrange an appointment with Derek send him an Email derek.howell@insightifa.com.
Barrie Nunn
Independent Financial Advisor
Barrie is a qualified independent financial advisor with over 35 years experience in the financial services sector, including 7 years in management with a major high street bank.
Barrie is able to advise on all aspects of financial planning and his advice and expertise, will help you realise your true financial potential.
If you would like to arrange an appointment with Barrie send him an Email to: barrie.nunn@insightifa.com
Stewart McLean
Independent Financial Advisor
Stewart is a qualified financial adviser with over 20 years experience in the financial services sector and during this time has achieved advanced Pension and Taxation qualifications. Stewart is a member of Insight Corporate Solutions and specialises in advising corporate clients on all aspects of their Employee Benefit provision having gained considerable experience working for some major Employee Benefit consultancies.
If you would like to arrange an appointment with Stewart send him an Email to: stewart.mclean@insightifa.com
Mike Phillips
Independent Financial Advisor
Mike is an experienced advisor with over 18 years experience in the financial sector. Mike is able to provide advice on all aspects of financial planning to both corporate and private clients, which includes: Investments, Protection, Retirement & Inheritance Tax Planning. Mike joined the Insight Group at the start of 2010 and prior to this he was part of one of the UK’s premier financial advisory firms.
If you would like to arrange an appointment with Mike, please send him an Email: mike.phillips@insightifa.com
Nicky Kita
Independent Financial Advisor
Nicky was trained as a Chartered accountant in 1999. She now works as an Independent Financial Advisor since 2007. She advises on all financial aspects including: protection, investments, pensions and inheritance tax planning. If you would like to arrange an appointment with Nicky, send an email to: nicky.kita@insightifa.com
Brian O’Neill
Independent Financial Advisor
Brian is an experienced Independent Financial Advisor. He comes to Insight from a military background, with many years of running his own business as well. He is based in our offices in Colchester.
Brian is able to advise on all aspects of financial planning including: investments, pensions and protection. If you would like to arrange an appointment with Brian please email him on brian.oneill@insightifa.com
Haidee Littler
Independent Financial Advisor
Haidee is based in our Colchester Offices. Before she became a fully qualified Independent Financial Advisor, she was a qualified solicitor. She has over 14 years experience in the financial services industry.
Haidee advises on all aspects of financial planning including pensions, protection and investments. If you would like to arrange an appointment with Haidee please email her on haidee.littler@insightifa.com
Helen Durrant
Independent Financial Advisor
After spending 9 years in the Royal Air Force and many years in senior management in the private sector, Helen worked in the Norwich area as a senior financial adviser for a number of years before joining Insight. She is also a fully qualified stockbroker. Helen is a member of the Personal Finance Society and is currently studying towards the Diploma in Financial Planning. Email: helen.durrant@insightifa.com
Debbie Crossley
Independent Financial Advisor
Debbie has been in financial services since 2002. She is an experienced and enthusiastic member of the team based in Essex.
Debbie is able to advise on all aspects of financial planning, though she particularly enjoys focussing on wealth management. If you would like to arrange an appointment with Debbie, please email her on: debbie.crossley@insightifa.com
Paul Bryanton
Independent Financial Advisor
Paul has been working with individual and corporate clients in financial services for over 15 years. He advises clients in and around the south of the region, particularly Suffolk and North Essex. Paul specialises in advising corporate clients in regards to their group pension schemes, as well as advising individual clients on their investment and pensions plans.
If you would like to arrange a financial review with Paul, or to contact him about your corporate financial query, please email him on: paul.bryanton@insightifa.com