Our 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
Managing Director
Jason is the Managing Director of the Insight Group and one of the partners of Insight Worldwide. Jason has been working within the financial services industry since 1988. Jason specialises and advises on all aspects of financial planning and advising clients on property investment, whilst also ensuring the smooth running of the group. If you would like to arrange an appointment with Jason send him an e-mail to: jason@insightifa.com
ANTONY HOWARD
Director
Director of Insight and a qualified Financial Advisor. Antony specialises in all aspects of financial planning. Antony's experience and expertise enables him to advise corporate clients on their financial planning and business protection. Antony and his team advise over 300 schools across the country on the Teachers Pension Scheme (TPS). E-mail: antony.howard@insightifa.com
CRAIG McCLURG
Director, Northampton
Craig is a Director at Insight and a qualified Financial Advisor. Craig is based at our Northampton office and specialises in all aspects of financial planning. Craig’s ‘wealth’ of experience and expertise enables him to advise corporate clients on their financial planning and business protection. Craig also advises Teaching Staff on the Teachers Pension Scheme (TPS). If you would like to arrange an appointment with Craig send him an e-mail to: craig@insightifa.com.
SIMON LISTER
Director
Simon is a Director at Insight and a qualified Financial and Mortgage Advisor. Simon is also one of the partners of Insight Worldwide. Simon’s experience and expertise enables him to advise corporate clients on their financial planning and business protection. Simon also advises Teaching Staff on the Teachers Pension Scheme (TPS). If you would like to arrange an appointment with Simon send him an e-mail to: simon@insightifa.com
DANIEL APPLETON
Financial Advisor
Daniel specialises in a wide range of financial services to include: Investments, Protections and Retirement Planning. If you would like to arrange an appointment with Daniel send him an e-mail to: daniel.appleton@insightifa.com
FIONA BROOKS
Fiona joined Insight as an Office Junior. Through hard work she has gained further qualifications and developed her administration skills so much so that she has been promoted to Head of New business within the Insight structure. Fiona 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. E-mail: fiona.brooks@insightifa.com
NICK CATCHPOLE
Compliance Manager
Nick’s important and fulfilling role is as Insight’s Compliance Manager.
E-mail: nick.catchpole@insightifa.com
NATALIE CHAMBERS
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 CUSHION
Rachel is PA to Jason Knights and assists him in looking after his clients needs. E-mail: rachel.cushion@insightifa.com
ANDREW DUCKSBURY
Andrew is one of our newly qualified financial advisors. Andrew successfully passed all of his exams during 2007. E-mail: andrew.ducksbury@insightifa.com
IAN GREEN
Financial Advisor
Ian specialises in a wide range of financial services to include: Investments, Protections, Retirement and Planning. If you would like to arrange an appointment with Ian send him an e-mail to: ian.green@insightifa.com
SHARON INGLIS
Office Manager
Sharon assists the Directors of the company with the successful running of Insight. Sharon has worked for Insight for 7 years. E-mail sharon.inglis@insightifa.com
NICKY KITA
Financial Advisor
Nicky specialises in all aspects of financial planning and is a Chartered Accountant. If you would like to arrange an appointment with Nicky send her an e-mail to: nicky.kita@insightifa.com
JASON KNIGHTS
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. If you would like to arrange an appointment with Jason send him an e-mail to: Jason.knights@insightifa.com.
CHANTEL NORMAN
Chantel is the receptionist and assists with processing clients applications, together with various admin duties. Chantel is also the Insight4schools schools administrator for the Norfolk region. E-mail chantel.norman@insightifa.com
RACHEL PROVAN
Rachel is a member of the PA support team for David and Simon Lister. Her work assists Catherine Smith in her day to day role, helping with the administrative side of the role and providing valuable support for these busy IFA's. E-mail: rachel.provan@insightifa.com
SHARON ROSE
After 6 years working as a member of the admin team, Sharon now works alongside John Loughman as his PA. She will be organising John and liaising with John's clients on his behalf. If you need to contact Sharon her email address is sharon.rose@insightifa.com
CATHERINE SMITH
PA to David Lister and Simon Lister
Catherine is an experienced member of the administration team. 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
JURATE TASKUNAITE
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
DAVID WELSH
Financial Advisor
David is also one of the partners of Insight Worldwide. David has vast experience in all aspects of financial planning, 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
NICK WELSH
PA to David Welsh
Nick is training to become a Financial Advisor with Insight. E-mail: nick.welsh@insightifa.com
TRACY WRIGHT
Independent Financial Advisor
Tracy is one of our newly qualified Financial Advisors as part of her development and training Tracy worked alongside Jason and Antony Howard. Tracy successfully passed all of her exams during 2007. E-mail: tracy.wright@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
MICHAEL EARLY
Michael is a Paraplanner. Michael also assists Craig McClurg and is training to become a Financial Advisor with Insight. E-mail: michael.early@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
DAVID LISTER
Financial Advisor
David also manages Insight Mortgage Solutions. David specialises in a wide range of financial services to include: Investments, Protection and Retirement Planing. If you would like to arrange an appointment with david send him an e-mail to: david@insightifa.com
JOHN LOUGHMAN
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
STEVE KIBLER
Financial Advisor
Steve 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 Steve send him an e-mail to: steve@insightifa.com.
TERRY STUART
Financial Advisor
Terry 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 Terry send him an e-mail to: terry@insightifa.com.
JASON MARTIN
Financial Advisor
Jason 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 Jason send him an e-mail to: jason.martin@insightifa.com.
GLEN NEWELL
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.
MICHAEL WHITEHEAD
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.
KARL JERMYN
Finance Director
Karl is a Chartered Accountant and oversees the finance function of the Insight Group as well as working alongside the directors to develop future growth strategies and ensuring compliance with FSA regulations. Email: karl.Jermyn@insightifa.com.
CHRISTINE FIELD
Public Relations Manager
Christine overseas all aspects of public relations for the group. Email: christine@insightifa.com.
GORDON CARVER
Gordon operates as PA to David Lister where alongside his busy role, Gordon is also studying to become a qualified Independent Financial Advisor.
PAUL STEED
Paul works alongside Jason and Antony Howard fulfilling a vital role in pre and post administration.
CLAIRE BROADWATER
Claire forms part of the strong administration team here at Insight. Her role is very unique as she is required to master a variety of skills from new business, reception and commissions. Claire forms a vital part of the team and works very closely with the Office Manager, assisting Sharon with the day-to-day running of the office.
AUDREY TISSHAW
Audrey is an experienced member of the administration team at Insight. She assists with processing clients applications, together with various admin duties. Audrey is also the Insight4schools schools administrator for the Norfolk region.
PAUL HOLIDAY
Paul’s role as PA to Ian Green and Daniel Appleton covers many aspects of the administrative processes in the busy Insight offices. Paul is also studying to become a qualified Independent Financial Advisor.
DORA KIBLER
Dora is based at our Northampton office and works as PA to Steve Kibler.
DIANE MARTIN
Diane is a PA for Jason Martin and is based at our Northampton office.
ANGIE HINDMARSH
Angie works in the areas of Marketing, Public Relations and Client Care across the whole Insight group.
NATASHA BURR
Natasha has joined us as a trainee financial advisor. Natasha has historically worked in the mortgage industry and therefore already has the appropriate qualifications to advise our clients about their finances. To book an appointment with Natasha e-mail natasha.burr@insightifa.com
JERRY HYLTON
Jerry is an experienced financial advisor who has joined the advisor team at Insight Financial Associates in March 2008. He is based at our Northampton offices, if you would like to book an appointment with Jerry his direct e-mail address is jerry.hylton@insightifa.com
ELAN BUCK
PA to Antony Howard
Elan works alongside Antony Howard as his personal assistant. Her role of PA is diverse and includes liaison with Antony's clients and assisting Antony in his role as Director. E-mail elan.buck@insightifa.com
Jason Howard
Antony Howard
Craig McClurg
Simon Lister