Q & A with Andrew
How did you get into financial services, and when did you join Insight?
After going to University in Birmingham studying business and finance, I got a position in what was Virgin Direct, this was my introduction in Financial Services. I joined Insight in June 2015.
And what did you do before?
Before going to University, I was a trainee accountant. Pretty much all of my working life I have been working to help reduce peoples tax liabilities.
What are your areas of expertise?
Helping clients understand what their financial futures can look like and what is possible.
What do you love helping clients with?
When clients realise that working through to state retirement age is up to them. Helping them plan what can be done and helping them enjoy their lives.
Looking after the pennies really does look after the pounds!
Andrew Stephenson
We have been with IFA for 6 years and have had excellent guidance throughout from senior advisor Andrew Stephenson. With legislation and rules frequently changing it has been invaluable to have his expertise on hand, and to have the breadth of support from the company as a whole.
More about Andrew
What’s the most unusual thing you’ve ever helped a client fund?
Helicopter flying lessons and an apartment in Barbados.
What’s your personal financial freedom dream?
To have plans in place to fund the boys through university if they choose to go. To gradually reduce the number of days worked per week and then travel.
What’s the best thing you’ve ever spent money on?
Record player and speakers.
What’s the one luxury you could never give up?
Anything that plays music on it!
Start your pension straightaway.