Say hello to the Insight Private Finance team!
Meet the Insight Private Finance mortgage advisers who are on hand to help with a vast array of mortgage products and services for you, your business or organisation.
Simon Marzell
Director
Simon has worked in financial services since 1990. His heart is firmly in mortgages and property investment; this passion has driven him to become successful within the mortgage and protection industry. He is determined that IPF’ clients have access to the most appropriate mortgage and protection products the market offers. Through his leadership, IPF has grown to be a successful and forward thinking, award-winning Mortgage and Protection business. Simon is proud to work with some of the most committed, efficient and knowledgeable people within the industry. Simon is also the partner of Property Investor Partnership.
Jason Howard
Director
Angela Otley
Practice Manager
Angela joined IPF in November 2016 as a trainee mortgage business support team administrator. Angela is now our practice manager and works closely with the Directors. Duties include allocating out tasks, cases and ensuring that all applications are dealt with in an efficient manner. She works closely with all the advisers, liaising with clients, solicitors, providers, and lenders. Angela joined us from a non-financial background and has progressed well within Insight Private Finance.
Joanne Flanagan
Operations Manager
Joanne joined IPF in February 2017 as a trainee business support team administrator. Joanne is now Operations Manager and heads up the business support team alongside Angela. She works closely with the Directors and all the advisers, liaising with clients, solicitors, providers and lenders. Joanne is responsible for daily finance of the business, and day to day management, along with a compliance oversite. Joanne previously worked for Insight Financial Associates in 2004, so brings with her the knowledge of the Insight Culture.
Joseph Zammit
Mortgage & Protection Specialist
A qualified mortgage and protection adviser with over 20 years’ experience in financial services, Joseph specialises in working with property investors and portfolio landlords. Joseph’s experience and understanding of the property market and property investment has enabled him to provide mortgage and protection advice to help Landlords develop large successful property portfolios. His attention to detail and ability to think ‘outside the box’, coupled with his very high service standards has meant he has formed long term relationships with his clients, who continue to work with Joseph and introduce their friends and family.
Julianne Wallis
Mortgage and Protection Specialist
Julianne Wallis Mortgage and Protection Specialist Julianne is a qualified mortgage and protection specialist with over 10 years’ experience in the mortgage industry. Julianne joined the company in August 2017 working as the directors personal paraplanner. During this period, she developed her skills and knowledge of the mortgage and protection market, managing cases from the outset through to completion whilst liaising with clients, lenders, providers and solicitors. This experience allowed her to develop her exceptional mortgage and protection knowledge whilst she also undertook her qualifications. Specialising in the Residential & Buy to Let property market sector, Julianne is committed to ensuring her client’s mortgage and protection needs are met and providing a service that exceeds their expectations.
Ross Baker
Mortgage & Protection Specialist
Ross is a qualified mortgage and protection specialist with over 15 years’ experience in financial services. Ross previously worked at Lloyds Banking Group for just over 10 years and joined Insight Private Finance in March 2017 with a wealth of experience. At Lloyds, Ross received promotion after two years working at cashier level and became the youngest bank manager in the UK at the tender age of 18. Ross specialises in the residential property market sector, including new build help to buy shared equity scheme and shared ownership, helping many first-time buyers and home movers to purchase properties. Ross is committed to ensuring Insight Private Finance client’s mortgage and protection needs are met and providing a service that exceeds their expectations. Ross also manages our Insight Private Finance office in Selby (North Yorkshire) along with continuing to service his new and existing clients in the South of England.
Austin Spence
Mortgage & Protection Specialist
Since joining the industry in January 2001, Austin has gained a wealth of experience within the mortgage market as a fully qualified mortgage and protection advisor. Austin prides himself on the level of care and understanding of his clients’ needs. Nominated for Portfolio Investment Broker of the year 2008 at the British Mortgage Awards, Austin has specialised in working with landlords to achieve their investment strategies and help them build successful residential and commercial property portfolios through his mortgage advice.
Rebekah Clark
Mortgage & Protection Specialist
Since joining the industry, Rebekah has gained a wealth of experience within the mortgage market as a fully qualified mortgage and protection advisor. Bekah prides herself on the level of care and understanding of her clients’ needs. Bekah has specialised in working with landlords to achieve their investment strategies and help them build successful residential and commercial property portfolios through her mortgage advice.
Carrie Rockey
Mortgage & Protection Specialist
Carrie joined the Insight Private Finance as an administrator in September 2024 helping the Business Support team, liaising with the clients, solicitors, providers and lenders, whilst training to become a Mortgage and Protection Specialist. Carrie has 4 years’ experience in financial services and has recently passed her CII R01 and CF6 qualifications.
Nick Sharpe
Business Support Team Administrator
Nick has previous experience as a Mortgage Administrator and has recently passed his CeMAP 1, 2 and 3 qualifications. Nick joined the Business Support Team (BST) in May 2024. He works closely with our advisers, liaising with clients, solicitors, providers, and lenders. Nick looks forward to working within the admin team for further experience before progressing as a Mortgage and Protection Specialist.
Sharon Burke
Business Support Team Administrator
Sharon joined the IPF team in August 2018, as part of the business support team (BST) She works closely with all the advisers, liaising with the clients, solicitors, providers and lenders. Her biggest attribute is her can do attitude, and wicked sense of humor. She has previously worked in the retail industry, so brings with her, strong core values for the customer, and always answers the phone with a smile.
Jaden Marzell
Business Support Team Administrator
Jaden is part of the business support team (BST) working closely with all the advisers, liaising with the clients, solicitors, providers and lenders. As part of his role, Jaden currently manages applications from submission through to offer and completion. Ensuring the cases are processed as quickly and efficiently as possible. He has also recently joined our Graduate Development Scheme which provides the opportunity for Jaden to study and obtain the required qualifications to eventually become an adviser.
Insight Private Finance – your local mortgage advisers
Whether you are a first time buyer, simply looking to move home or your a property investor who wants to expand your portfolio Insight Private Finance can help! So what are you waiting for? Get in touch today!
ABOUT US
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