ABOUT US

Based in Hale, Cheshire, our business is built around providing exceptional levels of service to highly successful individuals and their businesses.  Freeing up time to do the things they do best.

It’s no coincidence that Foresight has grown to be one of the most trusted advisers in the area.

Our holistic approach to financial planning enables us to look at the whole financial picture.

As Independent Financial Advisers, we are ideally placed to advise on the broadest range of pensions, investments and protection arrangements.

MEET THE TEAM

Successful financial planning requires a team approach from a range of individuals.  We are certainly a team and definitely individual.

Select a Foresight team member to find out more about them personally and professionally.

Simon Booth

Managing Director

Simon Booth

Managing Director

Over 25 years experience as a financial planner, Simon is ideally placed to deal with clients needing more complex planning.

Salford University
BSc (Hons) Business Operation & Control
Financial Planning Certificate
Advanced Financial Planning Certificate
Associate of the Personal Finance Society
Chartered Financial Planner

To run a truly excellent financial planning practice where great advice meets outstanding service

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    Lissa Horton

    Director of Operations

    Lissa Horton

    Director of Operations

    Client focussed, Lissa has worked in IT Start-up companies in Palo Alto, California and has a first class approach to customer service.

    MMU
    BA (Hons) English

    The most effective way to do it, is to do it

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      Ben Mulroney

      Wealth Strategist

      Ben Mulroney

      Wealth Strategist

      Ben spent over a decade in the City dealing with clients across all major asset classes. Passionate about investments and helping clients achieve their financial goals.

      Diploma in Regulated Financial Planning DipPFS
      Certificate in Mortgage Advice CertCII (MP)
      Certificate in Discretionary Investment Management CertPFS (DM)
      Certificate in Securities and Derivatives
      Investment Management Certificate (IMC)

      To advise and protect clients to aid them in achieving their life goals

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        Ben Dyson

        Client Manager

        Ben Dyson

        Client Manager

        A Finance & Business Management Graduate.  Ben was a professional footballer before injury ended his career. Ben has a keen interest in Investments and is currently studying for a Diploma in Regulated Financial Planning.

        Change creates opportunity

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          James Honeybill

          Wealth Strategist

          James Honeybill

          Wealth Strategist

          James is a Politics Graduate with over 5 years’ experience in financial services. Passionate about retirement planning and helping clients secure their financial independence.

          Diploma in Regulated Financial Planning DipPFS
          Certificate in Mortgage Advice CertCII (MP)
          Pension Transfer Specialist (AF3)

          To advise and support clients enabling them to focus on what they do best

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            Mark Hughes

            Client Manager

            Mark Hughes

            Client Manager

            Mark’s career has been in Finance and Telecoms.  He is currently studying for the Diploma in Regulated Financial Planning.  Mark is a family man and enjoys local Banger Racing.

            Studying for the Diploma in Regulated Financial Planning.

            “You only live once – but if you work it right, once is enough.”

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              Sam Hudson

              Client Manager

              Sam Hudson

              Client Manager

              A History & Politics Graduate. Sam is studying towards his Diploma in Financial Planning.  Sam is a keen Rugby player and has completed his first half Marathon in Lisbon. My ambitions are to watch Salford and Liverpool win their league (extremely ambitious) and I dislike Nuts, Cucumber, losing, and Manchester United.

              The best preparation for tomorrow is doing your best today

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                Alana Shaw

                Wealth Strategist

                Alana Shaw

                Wealth Strategist

                Alana’s career has been in banking and has recently completed the Diploma in Regulated Financial Planning.  She is now looking forward to gaining experience as a Client Manager and before becoming a Wealth Strategist.  Alans has two young children and loves to have a drink or two of Prosecco.

                “Don’t follow your dreams – chase them”

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                  Charlotte Woodward

                  Administrator

                  Charlotte Woodward

                  Administrator

                  A Psychology Graduate, Charlotte is now getting involved with the administration of the Business. Charlotte is an avid fundraiser for a charity close to her heart and loves to travel and holiday in Greece. Her hobbies include fundraising, spinning classes and socialising and she dislikes onions.

                  “Forget the mistake, remember the lesson!”

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                    TESTIMONIALS

                    The Foresight Timeline

                    This is how we have got to where we are today

                    1998

                    Foresight established at 92 Water Lane, Wilmslow
                    Interest Rates – 7.5%
                    Film – Saving Private Ryan

                    1999

                    World Population reaches 6 billion
                    Film – The Matrix

                    2002

                    Euro Becomes Legal Tender
                    Film – Chicago

                    2006

                    Foresight moves to 161 Ashley Road, Hale
                    Film – The Devil Wears Prada

                    2008

                    UK Banking Crisis
                    Film – Slumdog Millionaire

                    2009

                    UK Interest rates fall to 0.5%
                    Film – Avatar

                    2011

                    FILM – The King’s Speech
                    World Population reaches 7 billion

                    2012

                    Retail Distribution Review Implemented
                    London Olympics
                    Film – Django Unchained

                    2013

                    FILM – Skyfall
                    Andy Murray wins Wimbledon the first Briton since 1936

                    2015

                    New website for Foresight

                    DROP US A LINE

                    Thank you for your interest in Foresight. Please leave us a message and we will get back to you shortly.

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