Phoebe Wightman
Client Services Officer at Insight Wealth Planning
Phoebe began her career in financial services in 2018, starting as a part-time receptionist and quickly developing a passion for the industry and its impact on people’s lives. Drawn to financial planning through her love of working with people and solving problems, Phoebe found her ideal fit in a client-focused role.
Now part of the Client Administration – Service team at Insight Wealth Planning, Phoebe plays a key role in supporting advisers and ensuring clients receive timely, accurate, and compliant service. Her responsibilities include managing documentation, preparing review packs, liaising with providers, and keeping processes running smoothly behind the scenes.
Phoebe’s empathy, attention to detail, and strong communication skills allow her to make complex financial matters feel clear and manageable, helping clients feel more confident about their financial future.
Outside of work, Phoebe enjoys catching up with friends over a glass of wine and exploring the outdoors with her dog, Reggie.
