At Inisght Financial Solutions Ltd, we work hard to make sure that we are there for our clients every step of the way. We believe that your finances shouldn’t be difficult to understand and give a personal and professional touch that we feel makes us different to many other financial management services!

So, who are the team behind Insight Financial Solutions Ltd, and what do we do? Find out in our latest blog post…




I’m Helen and I’ve wanted to be an accountant since I was 9 (no, really!). Finances, data, spreadsheets and forecasting comes so easily to me. I’ve worked as a Chartered Accountant in practice, a variety of corporate businesses and 1-2-1 with solo entrepreneurs to help them make sense of their income and outgoings.

I love the ease and speed of modern technology. I’m an advocate of intuitive software such as Xero to help ensure you can invoice with a click of a button, get paid on time and know your numbers and forecasts well in advance to be able to confidently make the right decisions for you and your business.

I am a trained coach which comes in handy when approaching your finances. I act as a critical friend – we speak in confidence and I’m able to help clients with their money mindset and money blocks. Clients love this personal approach and it helps us see a full and transparent picture of what’s happening in your business. It’s all part of the service and what sets us apart from traditional financial management companies.

When I’m not on a call with a client, forecasting brilliant growth or preparing reports you’ll find me living life to the full with my husband Tom, sons Ollie and Sam and dog Chloe.




KATIE BLAKE – Client Account Manager

Hi I’m Katie and I’m the Client Account Manager at Insight Financial Solutions.
I love helping clients with their numbers. I love the way we operate differently. We work closely with clients on a monthly basis – rather than leave you floundering and speaking once a year before your accounts are due! It’s great to help clients prepare a return and know months in advance how much tax is due, rather than have a traumatic stressful January.

Our personal approach is so different to most accountancy firms and we get a real sense of job satisfaction watching our valued clients grow and expand both personally and professionally with our help.

Money and finances doesn’t need to be complicated, our dynamic approach helps to make the whole process calm and easy meaning you’ll sleep soundly at night!



ABBY – Accountant

Hi I’m Abby and I qualified as a ACA chartered accountant in 2007.

After finishing my Geography degree at Liverpool University, I returned home to Sheffield and applied for an admin job with the council. My rejection letter changed the course of my career when the interviewer suggested I’d be suited to a job in finance. I took that advice and began my accountancy studies. I worked in a large corporate accountancy firm for many years before leaving to have my children. After the birth of my second child, I began working in the family engineering business as the management accountant.

I joined Insight Finance Solutions earlier this year and am thoroughly enjoying helping the wide variety of clients with management accounts.

I really love to get my geek on when it comes to finances and enjoy complex problem solving, having my head in a spreadsheet and the joy of reconciling that last penny!

When not supporting clients at Insight Finance Solutions, you’ll find me with my husband, two children and cockapoo (born in lockdown so appropriately named Locky) exploring the hidden woods and sights of Sheffield’s Blacka Moor.


CHLOE THE DOG – The Real Boss

This is Chloe aka ‘Tax Dog’ or Chloe Crapper CTD (Chartered Tax Dog), who is a sprightly 12 years old. We got her in the December when she was 6 months old and two weeks before I sat my tax exams, so she used to come and hang out with me whilst I was studying and would fall asleep with her head in the folders.

I’ve always called her my tax dog and I do enjoy having her around while I work from home. I think she likes it too!


Looking For a Different Approach to Your Finances?

We’d love to have a chat with you about your business and how we can help. We promise you’ll walk away with some advice you can action immediately – whether you choose to work with us or not. This is a confidential judgement-free and jargon-free zone. We’ll answer any questions you may have. Get in touch and let’s arrange a time that is convenient.