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
Simon Lister
Jason Howard
Geoff Iveson
Antony Howard
Craig McClurg
Management Team
Administrative Staff
Personal Assistants
Paraplanners
Independent Financial Advisors
Simon Lister
Director
Simon is a Director at Insight Financial Associates and a competent Independent Financial Advisor with over 10 years experience in the industry. He is a recognised pension expert, with advanced pension qualifications, which ranks him in the top 1% of pension advisors worldwide*. Simon was awarded Advisor of the year for 2008.
Simon’s advanced qualifications and his experience in pensions means that he specialises in retirement planning for individuals and also advises businesses on corporate and stakeholder pension schemes.
Simon also presents to the teaching community on their Teachers’ Pension Scheme and regularly holds pension seminars aimed to ensure that individuals are getting the best advice towards building for a successful retirement.
Simon hosts a number of successful Pension, Investment and Estate Planning seminars and events, which are taking place throughout this year.
*Source Million Dollar Round Table 2009
If you would like to arrange an appointment with Simon send him an e-mail to simon.lister@insightifa.com.
Jason Howard
Managing Director
Jason is the Managing Director for the Insight Group, which incorporates: Insight Financial Associates, Insight Mortgage Solutions and Foresight Estate Planning & 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 e-mail to: jason@insightifa.com.
*Source Million Dollar Round Table 2009
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.
Antony Howard
Director
Antony is a Director of Insight Financial Associates and a highly qualified Financial Advisor with over 13 years experience. 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 2009.
If you would like to arrange an appointment with Antony send him an e-mail to antony.howard@insightifa.com.
Craig McClurg
Director, Northampton
Craig is a highly qualified Independent Financial Advisor and Director with Insight. He has a wealth of expertise in the financial services industry with roles from advisor to Senior Sales Manager at some of the largest insurance companies in the world.
A two time “Court of the Table” Million Dollar Round Table member (MDRT), Craig continues to be independently ranked in the top 5% of Financial Advisors worldwide *Source: Million Dollar Round Table 2009.
Craig is well recognised for helping his clients with their pension, protection and investment decisions and as a key member of the insight4schools programme, Craig spends a lot of his time educating and advising the teaching community about their pension scheme ensuring they are well positioned to maximise the opportunities available to them both pre and post retirement. Craig was awarded Financial Advisor of the Year 2009.
If you would like to arrange an appointment with Craig send him an e-mail to: craig@insightifa.com.
Rebecca Green
Project Manager
In her role as Project Manager, Rebecca works closely with the Directors, together with compliance, business support and the finance team to create and improve current systems and processes to ensure that we remain at the forefront of being able to provide high levels of service to our clients. E-mail: rebecca.green@insightifa.com
Sharon Hollinger
Business Development Manager
Sharon is responsible for the Marketing and PR within the Insight Group and also account manages Insight’s business partners. E-mail: sharon.hollinger@insightifa.com.
Sharon Inglis
Project Manager
After many years as working as the Office Manager, Sharon will now be taking on the role of Project Manager. Sharon will be working closely with the Directors and management team to create and improve current systems and processes to ensure that we remain at the forefront of being able to provide high levels of service to our clients. Email: sharon.inglis@insightifa.com
Ros Soanes
Finance Controller
Ros is the Finance Director of the Insight Group. With a team of dedicated staff, Ros controls the financial development and stability of all the companies within the Insight Group. With 8 years of dedication to Insight Ros enjoys this ever expanding and challenging role. Email: ros.soanes@insightifa.com
Nick Catchpole
Compliance Manager
As Compliance Manager, Nick has one of the most important and demanding positions within the company. He is responsible for providing compliance policy guidance throughout the company which includes management of all systems and controls. He also has the responsibility for communicating to advisers on regulation and legislation issues.
Nick has over 10 years experience in the Financial Services industry with the last 4 years specifically working in a Compliance Consultant role. E-mail: nick.catchpole@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 works alongside the Finance Director to ensure that the day-to-day running of the finance function runs efficiently and smoothly. E-mail: elizabeth.smith@insightifa.com
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Jurate Taskunaite
Finance Administrator
Since joining Insight Jurate has worked extremely hard and developed her accountancy skills to a very high standard, thus recently earning her the promotion to Head of Commissions. She assists the Finance Director with the day-to-day processes required and is also responsible for paying commissions received from our providers. E-mail: jurate.tuskunaite@insightifa.com.
Robbie Wright
Client Relationship Manager
Robbie was previously a financial advisor and has over 37 years experience working within financial services. Robbie's remit is to work with the Business Development Manager to enhance the process for new client contact and also the management of our existing clients.
Joanne Bridge
New Business Administrator
Joanne is responsible for the successful submissions of all client applications, this includes keeping track of proposals, liaising with providers as well as advisers and supplying accurate information to the Directors of the company. Email: joanne.bridge@insightifa.com.
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
Nicky Groom
Administrator
Nicky works alongside the Finance Director to ensure that the day-to-day running of the finance function runs efficiently and smoothly. Email: nicky.groom@insightifa.com
Chris Grimmer
Administrator
Chris has been working in the financial services sector for the past 11 years, which includes working for a leading mortgage provider and finance brokers, which included dealing with insurance and personal loans. Chris works as a member of the new business team, which means that he is responsible for the successful submissions of all client applications, this includes keeping track of proposals, liaising with providers as well as advisors and supplying accurate information to the Directors of the company. E-mail chris.grimmer@insightifa.com
Suzannah Geraghty
PA To Jason & Anthony Howard
Suzannah has worked for a number of large organisations as an Executive PA so brings to Insight a wealth of expertise. As PA to Directors Jason & Antony Howard she is responsible for the organisation of their diaries, communicating with clients and companies on their behalf and other general administration roles. Email: suzannah.geraghty@insightifa.com
Karlene Bell
PA To David Lister
Karlene has worked in the Financial Service industry for over 5 years and within this time has experienced working as a Mortgage advisor and Paraplanner. Karlene’s role as a PA to David Lister means she has to organise his workload and communicate with clients and companies, along with all other administration duties. Email: karlene.bell@insightifa.com
Julie Beresford
PA
Julie has worked within the financial service industry for more than 14 years in which time she has obtained her CF1, CF2, CF3 and CF4 financial qualifications so with her brings a wealth of knowledge and experience. Her role as PA to Jason Knights, Philips Chase & Mike Phillips is to organise their workload and liaising with clients and companies on their behalf along with other administration duties. Email: julie.beresford@insightifa.com
Natalie Chambers
PA To Jason And Antony 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.
E-mail: natalie.chambers@insightifa.com.
Rachel Provan
Personal Assistant To Directors
Rachel has worked at Insight for several years operating in several fulfilling roles where Rachel’s most recent role is as PA to Directors Jason and Antony Howard.
E-mail: rachel.provan@insightifa.com.
Sue Green
Administrator And PA To Craig McClurg
Sue works within the Northampton office and organises and facilitates the smooth running of the office at Northampton. Sue is also the Insight4schools schools administrator for Northampton and beyond. E-mail sue.green@insightifa.com.
Catherine Smith
Senior Personal Assistant
As senior Personal Assistant, Catherine has responsibility for the development and ongoing training for the PA team at Insight. Her main duties include organising Simon and David’s workload, liasing with clients and companies on their behalf, together with dealing with all aspects of administration. E-mail: catherine.smith@insightifa.com.
Kelly Watson
PA To Daniel And Ian
Kelly works as a Personal Assistant for advisors Daniel Appleton and Ian Green, she provides a vital role in all aspects of financial planning including pre-advice resource and report writing. Email: kelly.watson@insightifa.com.
Anna Racher
Personal Assistant
Anna has been working in the Financial Services Industry for four and a half years. During this time she has gained experience from working as a Customer Service Representative and a Customer Sales Advisor. Anna's role as a PA requires her to provide pre-advice research, report writing and to liaise with client's and companies, along with all other administration duties. E-mail anna.racher@insightifa.com
Nicky Kita
Paraplanner To John Loughman
Nicky works as a paraplanner for John Loughman. She performs a vital role at all stages of the financial planning process including pre-advice research and report writing. Nicky is a qualified financial advisor and also an accountant. E-mail: nicky.kita@insightifa.com
Ben Allen
Independent Financial Advisor
Ben is a qualified financial advisor with advanced Taxation and Pension qualifications, specialising in Retirement Planning, Protection and Investments. Ben is able to offer a full financial review incorporating property wealth management through the experience he has gained in managing housing projects in the UK and abroad. If you would like to arrange an appointment with Ben send him an e-mail to E-mail: ben.allen@insightifa.com
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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 e-mail 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.
Matthew Goddard
Independent Financial Advisor
Matthew is able to advise on all aspects of financial planning for both personal and corporate clients and his advice and expertise, will help you realise your true financial potential. Matt is a member of Insight Corporate Solutions. If you would like to arrange an appointment with Matthew, send him an e-mail to: matthew.Goddard@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 e-mail to steve@insightifa.com.
Jason Knights
Independent Financial Advisor
Jason can assist you in a wide range of financial services, including: Protection, Retirement Planning, Savings & Investments. Jason has worked in Financial Services since 1989, for Norwich Union and Pearl prior to joining insight in 2003. As well as being an IFA Jason is involved a lot with Project Work, Compliance, Business Development and Training within the company. If you would like to arrange an appointment with Jason send him an e-mail 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 including Prudential. Rachel is able to give advise in all aspects of financial planning and has considerable experience working with members of the Teachers Pension Scheme. Rachel is based in our Northampton office. E-mail: rachel.legg@insightifa.com
David Lister
Independent Financial Advisor
David is a qualified independent financial adviser and has a wealth of expertise in the financial sector. David has over 35 years experience in the financial sector, which includes 10 years as a bank manager at one of the high streets leading banks.
David, alongside Simon hosts and presents at a number of successful Pension, Investment and Estate Planning seminars and events, which are taking place throughout this year
David is well recognised for helping clients deal with pension, legal and investing issues and is always being credited with accolades for his high standards of service and his expertise in providing financial advice, which is confirmed in the client comments below. David is also a member of Insight Corporate Solutions.
“My family love David!” Mr S B J Thomas
“Hopefully a long business relationship for our future” Mr & Mrs T Sexton
“First class” Mr & Mrs A Lincoln
“Friendly & informative service” Mr & Mrs K Dent
John Loughman
Independent Financial Advisor
John specialises in a wide range of financial services to include: Investments, Protection and Retirement Planning. If you would like to arrange an appointment with John send him an e-mail to john@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 e-mail to: chris.macey@insightifa.com.
Glen Newell
Independent Financial Advisor
Glen is based at our Northampton office and 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 e-mail to: glen.newell@insightifa.com.
Terry Stuart
Independent Financial Advisor
Terry has worked within the Financial Industry for over 16 years and has been an IFA since 2000. During this time he has gained vast experience within the area of ethical and socially responsible investing. Terry has gained further advanced qualifications including Taxation & Trust planning (G10) and Personal Investment (G20). Terry is based in our Northampton office and specialises in a wide range of financial services to include: Investments, Protection and Retirement Planning. If you would like to arrange an appointment with Terry please email terry@insightifa.com.
David Welsh
Independent Financial Advisor
As well as being a Financial Advisor, David is also one of the partners of Property Investor Partnership. He 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 e-mail to david.welsh@insightifa.com.
Michael Whitehead
Independent Financial Advisor
Michael is based at our Northampton office and specialises in a wide range of financial services to include: Investments, Protections and Retirement Planning. If you would like to arrange an appointment with Michael send him an e-mail to: michael@insightifa.com.
Philip Chase
Independent Financial Advisor
Philip is a qualified financial advisor and specialises in a wide range of financial services which includes: investment & retirement planning, protection, inheritance tax long term care and equity release. Philip has over 8 years experience working within financial services. If you would like to arrange an appointment with Philip send him an email to philip.chase@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.
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 e-mail 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 e-mail 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 the team that built the Thinc Group (now Bluefin into 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