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

Insight Financial Associates Limited are authorised and regulated by the Financial Services Authority. Not all of the products and services that we offer are regulated by the Financial Services Authority.