With over 35 years of experience, Norman Barry serves as Managing Director of Insight Private Clients, maintaining a close relationship with clients as a trusted advisor. A seasoned Investment and Wealth Management Advisor, his unwavering commitment to client service and investment discipline formed the foundation for the investment practices that continue at Insight Private Clients to this day.
Norman is a Qualified Financial Adviser (QFA) and serves in an advisory capacity on the Investment Committees of several charitable organisations. Norman was a founding Director of Becketts Ltd in 1989, which was acquired by Hewitt Inc in 2003, and subsequently acquired by Aon in 2010. In 2012, he assumed majority ownership of Insight Private Clients (formerly Insight Wealth Management) and has led the transformation of the firm since then. Today Insight Private Clients is a specialist trusted advisory firm, that focuses on issues relating to Retirement, Estate Planning, Personal and Corporate Investments and Family, Personal and Business Protection.
Billy is a Senior Consultant with Insight Private Clients with over 20 years of experience in advisory roles …
Billy is a Senior Consultant with Insight Private Clients with over 20 years of experience in advisory roles within the Financial Services Industry. Billy joined IPC in September 2019, bringing a wealth of experience to guide his clients to financial security pre and post-retirement.
Billy’s hands-on approach leads to the development of long-term relationships with his clients, through the provision of pragmatic and practical advice in the areas of Investments, Estate Planning and Pensions. Prior to joining the team, Billy operated as a Senior Financial Planner for 13 years within both AIB & EBS. His expertise in the corporate sector includes providing in-depth knowledge on Corporate Co-Shareholder Protection, Keyman Assurance, Director’s Pensions and Corporate Investments.
Shaun is a Senior Consultant with Insight Private Clients. With over 30 years of experience across the Financial …
Shaun is a Senior Consultant with Insight Private Clients. With over 30 years of experience across the Financial Services Industry, he joined the business in 2022. Shaun holds the international qualification of Certified Financial Planner (CFP®) as well as an MSc in Financial Services and a bachelor's in financial services as well as being a Qualified Financial Advisor (QFA) and Savings and Investment Adviser (SIA).
Shaun primarily assists clients by providing objective advice in all areas of financial planning, including Investment Strategy, Retirement Planning, Estate and Succession planning and all areas of Personal and Corporate Protection. His ethos is built on earning the loyalty and belief of his clients, based on high standards in formulating and delivering financial plans, coupled with ongoing communication. Shaun has previously worked in Irish Life for 2 years prior to joining the Insight team, and 15 years prior to that in Ulster Bank, where he led the Wealth Management team for the Republic of Ireland.
Mary joined Insight Private Clients in August 2022 as a Senior Consultant. She is a Qualified Financial Advisor (QFA) …
Mary joined Insight Private Clients in August 2022 as a Senior Consultant. She is a Qualified Financial Advisor (QFA), who holds an MSc in Financial Services, is a Certified Planning Manager (CFP®) and is accountable to the Financial Planning Standards Board.
Prior to joining IPC, Mary was a Wealth Manager within Ulster Bank focusing on Private Clients and the SME sector. She worked with both Ulster Bank and Irish life for over 20 years where she was a multi-award-winning advisor. Mary strives to provide Client centric advice, with their interest at the heart of everything she does. To demonstrate her ethos, Mary completed a Professional Certificate in Consumer Protection, Risk, and Cultural Ethical Behaviors in Financial services at the National University of Ireland Dublin in 2019.
Patricia (‘Trish’) joined Insight Private Clients in April 2013 and serves as Administration Manager with …
Patricia (‘Trish’) joined Insight Private Clients in April 2013 and serves as Administration Manager with over 25 years of experience in the Financial Services Industry.
Patricia is a Qualified Financial Adviser (QFA) and has gained considerable experience in all aspects of Financial Planning including Pensions, Investments, Savings and Protection. She completed the Specialist Investment Adviser (SIA) course in 2018 and holds a Certificate in Compliance. In her current role, Trish works alongside the administration team with compliance functions encompassed in her overall brief.
Pensions Administration Manager
Gary Sharman is a Senior Life & Pensions Administrator within Insight Private Clients.
Gary Sharman is a Senior Life & Pensions Administrator within Insight Private Clients. Gary joined the team in 2019 and is a Qualified Financial Advisor (QFA). He has over 15 years of experience in the Financial Services industry, 11 of which were as a leading Administrator with responsibility for Pensions Administration within a large life assurance company.
Gary’s current role encompasses all aspects of administration for Life, Pensions and Investment Portfolios with specific responsibility for Pension Administration. His experience in Financial Operations, which involved improving systems and procedures to enhance the work process, is a skill which he has carried with him to Insight Private Clients.
Life & Pensions Administrator
Nathalie joined Insight Private Clients in February of 2021 as a Pension & Investment Administrator.
Nathalie joined Insight Private Clients in February of 2021 as a Pension & Investment Administrator. She has worked within the Financial Services Industry since 2017, both as a Fund Administrator and Life & Pensions Administrator and has back-office experience within a MiFiD investments firm dealing with Alternative Investments.
Nathalie works as an Administrator, aiding the Senior Consultants with the development, presentation and implementation of the client's personalised portfolios. She is currently in the process of obtaining her QFA, having achieved the APA on Investments and Life Assurance in 2022.
Trainee Life & Pensions Administrator
Patrick joined Insight Private Clients in November of 2022 as a Trainee Pension & Investment Administrator.
Patrick joined Insight Private Clients in November of 2022 as a Trainee Pension & Investment Administrator. Having completed a bachelor’s degree in Commerce at University College Cork, Patrick received his APA qualification and is currently progressing to obtain his QFA.
Patrick works within the Life & Pensions Administration team providing office administration and sales support.
CONTACT US DIRECTLY
It would be our pleasure to discuss your specific requirements and we invite you to make contact with us.
Tramore House, Reeveswood, Douglas Rd, Cork T12 R8XW