Q & A with Alice
How did you get into financial services and when did you join Insight?
I started working for a high street bank in 2016 and after six happy years there my career moved to London where I enjoyed being part of the best city in the world. I quit London life and found Insight after completing my Level 4 Diploma. I joined Insight in July 2025.
What are your areas of expertise?
Having a client centric approach and multi-generational planning.
What do you love helping clients with?
Planning for not only their future, but that of their loved ones too. My catchphrase is “lets make sure you can do the thing” … whatever that may be!
What advice have you given that helped a client and made you proud?
Always asking the “Why?” questions, which so often lead to my clients having their own ‘lightbulb’ moments. Helping clients to understand planning for not only themselves, but also passing on their wealth to their loved ones always makes me so happy.
Everybody needs financial advice!
More about Alice
What’s the most unusual thing you’ve ever helped a client fund?
A Japanese sword collection.
What’s your personal financial freedom dream?
To be able to treat my loved ones as much as they deserve.
What’s the best thing you’ve ever spent money on?
My first property.
What’s something colleagues would be surprised to learn about you?
I’m a big rugby fan (watching not participating).
Save, save, save and maximise your pension savings as much as possible as early as possible.