Meet the Team

Antony Howard

Antony Howard

TPS Specialist

Antony is a director of Insight Financial Associates Ltd and also heads up the Teachers Pension Specialist Team. He oversees the administration and drives the growth of our thriving business. With over 18 years’ experience in financial services, Antony supervises the team of TPS advisers, and ensures they continue to meet and exceed Insight’s and the FCA’s standards and regulations. He provides support and guidance and enables all advisers to be the best they can be.

As a first-class experienced speaker, Antony can be seen presenting at many schools across the UK, advising teachers on their retirement plans and available options.

If you would like to arrange an appointment with Antony please Email him on: antony.howard@insightifa.com

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Jason Knights

Jason Knights

TPS Specialist

Jason has worked in the Financial Service industry since 1989.

As well as being one of our TPS specialist advisers, enabling him to provide advice to teachers on all aspects of their retirement planning, he is also diploma qualified and an accredited Estate-Planning Consultant.

He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of his clients’ assets.

If you would like to arrange an appointment with Jason please Email him on: Jason.knights@insightifa.com.

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Debbie Crossley

Debbie Crossley

TPS Specialist

Debbie has been in financial services since 2002. She is an experienced and enthusiastic member of the team based at our office in Harlow.

Her expertise encompasses: Investment and Retirement planning, Inheritance Tax planning and Protection advice. She is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of her clients’ assets.

Debbie is part of the insight4schools team and specialises in advising teachers on the Teachers’ Pension Scheme.

If you would like to arrange an appointment with Debbie please email her on: debbie.crossley@insightifa.com

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David Smith

David Smith

TPS Specialist

David is based in our Sevenoaks office. He has worked in financial services for over 30 years, the most recent 10 years as an Independent Financial Adviser.

He specialises in retirement planning, investments and advising corporate clients on the provision of pensions and other benefits for employees. He holds advanced pension qualifications and is a valuable member of our Insight4schools team.

If you would like to arrange an appointment with David please Email him on: david.smith@insightifa.com.

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Rachel Legg

Rachel Legg

TPS Specialist

Rachel has over 12 years of knowledge and experience. Prior to working at Insight Rachel worked at a number of well known financial services companies.

As one of our lead teacher presenters in our Insight4schools team, Rachel is able to give advice on all aspects of financial planning and has considerable experience working with members of the Teachers’ Pension Scheme.

Rachel’s expertise encompasses: Investment and Retirement planning, Inheritance Tax planning and Protection advice. Rachel is also able to advise clients on their estate planning.

She is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of her clients’ assets.

If you would like to book an appointment with Rachel please Email her on: rachel.legg@insightifa.com QRCode

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Ian Green

Ian Green

TPS Specialist

Ian is a qualified independent financial adviser with over 12 years experience in financial services.

Ian’s expertise encompasses: Investment and Retirement planning, Inheritance Tax planning and Protection advice. He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of his clients’ assets.

Ian specialises in advising teachers on the Teachers’ Pension Scheme.

If you would like to arrange an appointment with Ian please email him on: ian.green@insightifa.com.

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Richard Beardsworth

Richard Beardsworth

TPS Specialist

Richard joined Insight in 2015 from Lloyds Bank, Richard is embracing the opportunities he is able to offer clients to ensure that they have the best financial planning available to them.

As one of our teacher presenters in our Insight4schools team, Richard is able to give advice on all aspects of financial planning, including Investments, Retirement, Inheritance Tax Planning and Protection.

He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of her clients’ assets.

If you would like to book an appointment with Richard please Email him on: richard.beardsworth@insightifa.com QRCode

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Andrew Stephenson

Andrew Stephenson

TPS Specialist

Having joined Insight in 2015 from NFU Mutual, Andrew is embracing the opportunities he is able to offer clients to ensure that they have the best financial planning available to them.

As one of our teacher presenters in our Insight4schools team, Andrew is able to give advice on all aspects of financial planning, including Investments, Retirement, Inheritance Tax Planning and Protection.

He is focused on providing goal-based financial planning with ongoing wealth management to help the growth and preservation of her clients’ assets.

If you would like to book an appointment with Andrew please Email him on: andrew.stephenson@insightifa.com QRCode

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Yolanda Fookes

Yolanda Fookes

Administrator

Yolanda has been with Insight since 2014. Yolanda works as a General Administrator from our Colchester branch. Her role is extremely varied as she is responsible for ensuring the smooth running of the Colchester office for the advisers based here. Therefore she is skilled in all areas of office administration.

Furthermore, she plays an important role within Insight4schools as part of the Administration Team, ensuring that all presentations run smoothly, teachers wishes are met and to discuss their retirement freedom with one of our TS specialists.

Please Email Yolanda on: yolanda.fookes@insightifa.com QRCode

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Emma Biggie

Emma Biggie

Administrator

Emma assists the Operation Support Manager run the busy marketing department within Insight.

Although Emma is relatively new to the financial services market she is building upon her knowledge and brings a huge bank of knowledge from her background in client communication and care.

She also heads up the administration team for Insight4schools and liaises with teachers and advisers alike to arrange reviews to secure their retirement future.

Please Email Emma on: emma.biggie@insightifa.com.

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Suzannah Geraghty

Suzannah Geraghty

Administrator

Suzannah has worked for a number of large organisations as an Executive PA, and brings to Insight a wealth of expertise, joining us in 2009.

Suzannah assists the Insight4schools administration team ensuring that all teachers objectives are adhered too. She assists the team by booking appointments on behalf of the advisers and ensuring our data is current enabling successful communication with our clients.

Please email Suzannah on: suzannah.geraghty@insightifa.com.

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