Meet The Team

Insight Financial Associates

our team of financial advisers

Your first step towards financial freedom...

Jason Howard
Jason Howard

Managing Director

Antony Howard
Antony Howard

Director

Daniel Appleton
Daniel Appleton

Director

Mike Phillips
Mike Phillips

Director

Andrew Fabian
Andrew Fabian

Associate Director

Richard Beardsworth
Richard Beardsworth

Associate Director

Profile photo of Andrew Stephenson Financial Advisor
Andrew Stephenson

Senior Independent Financial Adviser

David Welsh
David Welsh

Independent Financial Adviser

Chris Channon
Chris Channon

Independent Financial Adviser

Andrew Gregory
Andrew Gregory

Independent Financial Adviser

Debbie Crossley
Debbie Crossley

Independent Financial Adviser

Jason Knights
Jason Knights

Independent Financial Adviser

David Smith
David Smith

Independent Financial Adviser

Profile photo of Rachel Legg a Financial Advisor with Insight
Rachel Legg

Independent Financial Adviser

Pam Atkins
Pam Atkins

Independent Financial Adviser

Matt Ingram
Matt Ingram

Independent Financial Adviser

Aaron Blowers
Aaron Blowers

Independent Financial Adviser

Jenna Chandler
Jenna Chandler

Independent Financial Adviser

Jake Holmes
Jake Holmes

Independent Financial Adviser

Alice Ward-Smith
Alice Ward-Smith

Independent Financial Adviser

Zoe Hart
Zoe Hart

Independent Financial Adviser

Profile photo of Chris Woodhouse Financial Advisor
Chris Woodhouse

Independent Financial Adviser

Carla Tucker
Carla Tucker

Independent Financial Adviser

Profile photo of Thomas Hawes Financial Advisor
Thomas Hawes

Chartered Financial Planner

Nic Abarno
Nic Abarno

Independent Financial Adviser

Stuart Green
Stuart Green

Independent Financial Adviser

Daniel Winsland
Daniel Winsland

Independent Financial Adviser

Bethan Beemer
Bethan Beemer

Independent Financial Adviser

Kritesh Patel
Kritesh Patel

Independent Financial Adviser

Duncan
Duncan Pluck

Independent Financial Adviser

Sarah Nelis
Sarah Nelis

Independent Financial Adviser

Ashley Filby
Ashley Filby

Independent Financial Adviser

Jonathan Poole
Jonathan Poole

Independent Financial Adviser

Philip Donnelly
Philip Donnelly

Independent Financial Adviser

Harriet Davis
Harriet Davis

Independent Financial Adviser

Georgina Lacey-Scane
Georgianna Lacey-Scane

Independent Financial Adviser

Matt Coombs
Matt Coombs

Independent Financial Adviser

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Billy Martin

Independent Financial Adviser

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Bridie Solferino

Independent Financial Adviser

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Shane Frank

Independent Financial Adviser

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Richie Fabian

Independent Financial Adviser

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Jade Carter

Independent Financial Adviser

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Heather Ford

Independent Financial Adviser

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Fliss Wallace

Independent Financial Adviser

Cara
Cara Roughani

Protection Adviser

Our Companies

Say hello to the Insight group of companies...

Insight Financial Associates

With our forward-thinking approach and combined professional experience, Insight brings together an unrivalled ‘wealth’ of expertise and knowledge in financial services. The independent status enables us to provide an impartial and individual service to our valued clients.

Property Investor Partnership

We are specialists in securing high yield property investment opportunities that will generate surplus income and achieve long term capital growth.  We introduce investors to Solicitors and Mortgage Brokers who specialise in investor property purchase. Our clients are supported every step of the way, from reservation through to securing the first tenant. 

Insight Private Finance

We are experts in securing finance for a broad range of properties for either residential or investment purposes. We can advise you on insurances to protect your home, income, lifestyle and for landlords to protect their property portfolios. 

Penvest

We manage and review an employer’s benefits scheme including group pensions, death in service and income protection, enhancing current arrangements where possible. Our Auto Enrolment “Health Check” helps keep firms compliant with The Pension Regulators requirements.

Foresight Estate Planning & Will Writing

We specialise in the preparation and drafting of Wills, together with a wide range of other legal services, including the setting up of Trusts (both life-time Trusts and post death Trusts) and Powers of Attorney. 

Insight Accountancy Services

We give guidance and advice around personal or business taxation queries. We can guide you through the administration side of book-keeping and completing tax returns in a timely manner, providing security in knowing that all elements of your finances are in good order.

Looking for a little more insight?

Make an appointment with Insight Financial Associates today!

Insight IFA – Helping you achieve your financial freedom!

Insight Financial Associates maintain an open and friendly relationship with our clients. Our aim is to 'take the fear out of finance' by offering the very finest financial advice that delivers results time and time again.

About Us

All the information about us and the philosophy behind who we are.

Meet the Team

Insight Financial Associates advisers and marketing team.

Say Hello!

Contact your nearest office today and begin your financial journey.

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