Q & A with Ant
How did you get into financial services, and when did you join Insight?
After nearly ten years in the Army, I worked on international financial policy as a civil servant and relocated to Norfolk with my family. I wanted to move into the private sector and becoming a financial planner helping people achieve their goals was something I really wanted to do. I joined Insight in 2025.
What are your areas of expertise?
Helping SEND families, investments at all stage of life and IHT planning.
What do you love about helping clients?
Seeing their relief when their money is working as hard for them as they did to earn it.
What’s the most unusual thing you’ve ever helped a client fund?
A train journey across the length of Peru.
Financial advice ... it's not scary!
More about Ant
What’s your personal financial freedom dream?
A sailing boat to take my family on adventures and give them the opportunity to see the world.
Tell us about something you’ve done to raise money for charity
I actively raise money for the NR2F1 foundation to support medical research into an ultra-rare genetic condition. I’m incredibly proud of my wife who is a Board Member for the Foundation.
What’s the best thing you’ve ever spent money on?
My daughter.
What’s something colleagues would be surprised to learn about you?
I’ve visited Antarctica.
Treat investing like a monthly bill and invest something, anything, into your stocks and shares ISA each month. It’ll reward you later when you want to make a big purchase like a home.