Say hello to the ‘Insight at Work’ team
Meet the dedicated team behind Insight at Work, where we champion workplace wellness and culture to help employers foster a healthier, happier work environment.
Carla Tucker
Carla is a seasoned financial adviser with over 20 years of experience at global institutions, including the last five at Insight Financial Associates.
Passionate about simplifying finances and expanding access to advice, she recently authored the eBook “FinanZen: The Foundation,” highlighting the connection between money and mindset and offering a simple strategy for financial success.
Georgianna Lacey-Scane
Georgianna is a skilled financial planner with a distinctive background in both psychology and finance. This blend of expertise allows her to deeply understand and connect with clients of all ages, tailoring financial plans to their specific needs and goals.
Her client-focused approach, combined with her empathetic and approachable nature, helps clients feel at ease discussing their financial concerns. With her professional knowledge and personalised attention, Georgianna ensures that clients are better off financially by the time they leave her care.
Jake Holmes
Jake is an experienced Financial Planner having been in the industry for the past 8 years. He is highly skilled with a focus on providing holistic financial advice to encompass all the needs of his clients.
When working with clients, Jake takes the time to understand their lives and applies his knowledge to ensure the best outcome is reached in every situation. He has a client-centric approach meaning he is able to tailor his advice to every client need. Jake enjoys building relationships with his clients as well as ensuring they leave him in a better position for the future.
Andrew Stephenson
Andrew is a dedicated and client-focused financial adviser with over 20 years of experience in the financial services industry. He believes in putting his clients at the heart of everything he does and has built a reputation for delivering personalised financial strategies. These strategies are tailored to each client’s unique goals, whether they are planning for retirement, building wealth, or navigating complex financial decisions.
His dedication to improving his knowledge ensures that his clients benefit from the latest insights in the ever-changing financial landscape. But more than that, it is his ability to build strong relationships that sets him apart; Andrew believes that listening carefully, communicating clearly are vital to help deliver unwavering commitment to delivering peace of mind and financial security.
Pam Atkins
Pam has worked in the Financial Industry for 24 years in well known banks and independent financial advisers. She has a strong background with pensions having worked as pension specialist in the industry as well as great experience in all other areas of financial planning.
She has a passion for helping clients achieve what they want in life without running out of money, providing advice on how they can protect the people important to them, understanding what pensions and investments they hold, and how they can be used to help support them now and in the future.
