Insight Financial Associates

The confirmation poster has arrived!!

Congratulations to head of support - Kamran Uddin for raising £723.56 for Alzheimer’s research by completing the Cambridge half marathon in March!

A big thank you to everyone who helped supported him too 👏👏

A big shoutout to this amazing team who conquered the Norfolk Half Marathon Walk today, raising funds and support for the Macmillan Charity! Their dedication and strength are truly inspiring. Well done to everyone who took part and thank you to all who has donated and supported the team ❤️ ”

Giving a big shout out to one of our lovely financial advisers, Harriet who completed the Manchester marathon on Sunday. She finished with an amazing time of 4:19!! Well done! 🏅🏅

Happy International Women’s Day from everyone here at Insight! Here’s to the incredible women across the different offices, who inspire and empower us everyday! We are very lucky to have you all ❤️

Congratulations to Toby Allen for passing his R05 exam! That’s 2 down and now 4 more to go! 👏⭐️

Congratulations to Hab Bashir for passing his R05 exam! That’s now 4 done and 2 more to go!! 🎉

Meet the team: Sales Support Edition
Introducing Rhiannon Watkins (left) and Isabelle Howard (right), our sales support team members here at Insight Financial Associates. Isabelle has been with Insight for over 4 years, while Rhiannon is in her 2nd year with Insight. Both of them work closely with our advisers on various lead-generating projects, assisting the advisers in reaching their respective financial targets for the year. We enjoy having them in the office and look forward to seeing them progress further in their careers at Insight.

Merry Christmas Clare School

Big Congratulations to Tobias Parker (Anchor Wealth Senior Support) for passing his R03 exam, and to Toby Allen (Support to Director Daniel Appleton) for passing his R01 exam!! We are very proud of them both and look forward to seeing many more success come their way! 🎊🎁

Movember is complete!!! A big well done to all the boys that took part in Movember this year for mens mental health. Take a look at some of the great tash that they’ve grown. A big thank you to everyone for your support. The link is also below for any further support:

https://uk.movember.com/team/2384838?mc=1&utm_medium=share&utm_source=dynamic&utm_campaign=copy-clipboard

A celebration is in order!!!! Financial Adviser Bethan Beemer has passed her last advance diploma exam, making her an official CHARTERED Financial Planner!!! 3 months in Insight and already qualified in Mortgages and Equity release, the flying start to her career continues!!! We are all very proud of Bethan and we look forward to experiencing many more success stories together! Well done Bethan!!! 🎉

The man from Hemsby…..introduced to this great gallery of financial advice…..completing all R0 exams within 9 months…..now in his impeccable evolution.

Richie Fabian DipPFS!!!!

We say a big congratulations to him and we look forward to sharing many more of his success stories in the future!!!

She has only gone and done it! 🥁🥁🥁
Our very own Georgianna Lacey-Scane has completed all 6 RO exams in 10 months!!! Anyone who has completed these exams knows how challenging they are. From joining Insight 14 months ago, to becoming an adviser in January 2024, it has been such a wonderful journey to witness. She will be starting as the youngest female adviser we have ever had! We at Insight are all incredibly proud of her and can’t wait to watch her succeed on her next journey… Watch this space.

Meet The Team: Meet Vicki Burn, Personal Support member for Director, Daniel Appleton. Vicki has been at Insight Financial Associates for nearly 7 years now and we are very fortunate to have her experience and knowledge to this company. This week was Vickis 70th Birthday where we celebrated with lots of joy, flowers and gifts 🎉

Congratulations to our trainee financial adviser - Jared Clark, who has passed his R05 exam! That’s 2 exams done, now 4 more to go! 🎉

November is here, it’s that time of year!! In the UK, 115 people die of su***de every week, with 75% of those being men. Movember brings together global, leading experts to change how men are treated and supported from the ground up. This year, a group of men at Insight will be growing a Moustache to raise funds for charity and to help raise awareness for Men’s mental health.

Take a look at some of the men at Insight who participated before, and help be part of the solution in donating to the link and/or joining our team in Movember to raise awareness!

https://uk.movember.com/team/2384838?mc=1&utm_medium=share&utm_source=dynamic&utm_campaign=copy-clipboard

Insight would be delighted to donate £1,500 for the children’s Christmas presents. We couldn’t think of a better way to support the children. I hope this helps put a smile on the face every child in your amazing school 🥰 The Clare School, Norwich

Meet The Team: Meet 2 of our longest serving executive support members, Catherine Smith and Natalie Chambers. Catherine has been at Insight for 19 years, while Natalie has been at Insight for 20 years. Both are executive support members for two of our directors. We are incredibly lucky to have them as team members and the knowledge and experience they share with our team is invaluable.

We had the pleasure of going to visit the gorgeous children at The Clare School to give them some lovely pink octopuses that were kindly donated by Octopus Energy Octopus Investments. The children absolutely loved them and the smiles on all their faces says it all. We are so proud to support The Clare School as our chosen charity 🩷

Congratulations to trainee financial adviser Habibur Bashir for passing his R04 exam! That’s 3 done now, and 3 more to go!! 🎉

A big congratulations is in order! Our support member Joe Trafankowski is now officially a qualified Paraplanner!! We are very proud of him and we wish him all the best for what is to come 🎉

A huge congratulations to financial adviser Alice Ward-Smith and her husband on the birth of their daughter - Penelope Ava Ward Smith. We are pleased to say that both an Alice and the baby are well. Everyone at Insight wish Penelope a long, healthy and happy life! ❤️❤️

Today, a group of us at Insight went to the escape room as part of our team building exercise. It was a brilliant experience, we had great fun! Congratulations to the winning team! (First photo)