WHY CHOOSE US?
At Foresight we have developed The Quantum Programme, our unique process, to enable our clients to get ahead financially.
The crucial advantage is the way we operate using a system of incremental improvements. This means that each stage of our process is implemented that bit better. These small improvements, when compounded, mean that clients end up significantly better off over time.
We call this ‘The Edge’, because this is exactly what it gives our clients.
‘Compounding is man’s greatest invention’ Albert Einstein
THE QUANTUM PROGRAMME ™
- The Exploratory Discussion
- The Positioning Meeting
- The Reconnaissance Survey
- The Alignment Strategy
- The Implementation Meeting
- The Calibration Audit
- The Edge
This is all about you. We want to hear about you and your financial goals. Where do you want to be? And, most importantly, why do you want to be there?
We tell you a bit about us, how we work and how we would be able to help you achieve your objectives. It is vital you understand how your financial plan would come together. We work with clients closely over many years, so it’s important to make sure we get off to the best start
We now know where you want to be, but where do you currently stand?
The Positioning Meeting allows you to tell us about your current situation. We then look at everything to ensure that your finances are operating efficiently. To ensure you are not inadvertently wasting money and that you are in the best position to move forward.
We then put figures to your objectives so that we can measure your progress towards them.
Most clients have existing plans. They often have advisers.
Once we know what plans you already have in place we examine them in forensic detail. Financial plans are notoriously difficult to decipher. We are experts in finding out what is really happening with them.
We carefully analyse the underlying funds to look at performance and also the risk – ensure you are getting the best performance with the lowest possible risk.
The outcome is that we know exactly what you have in place. This means we are in the ideal position to work out your strategies.
Now that we know where you want to be and what you have in place we analyse current position and what re-alignment needs to take place.
Often this simply involves fine tuning what you already have in place – small changes can make a great difference over time.
By the end you will have a written plan that details exactly what you need to do – and how you are going to achieve your objectives.
Once we have identified and agreed with you what needs to be your strategies need to be implemented.
As you would expect, we are meticulous in making sure that everything is put in place quickly, smoothly and with the minimum of fuss.
We keep you up to date with progress at all times and provide you with a complete schedule of the plans you have in place.
We will even organise your financial planning paperwork so that is manageable, relevant and up to date.
The most important aspect of your financial plan is to review, adjust and realign your plan.
Financial planning is an ongoing process and we work with you at all times to ensure your plan continues to remain current – one that adapts to any changes in your goals, objectives or situation.
Being that bit better at everything reaps significant incremental benefits.
Using cutting edge financial planning techniques and market leading software, coupled with our significant experience enables us to develop a suitable plan for you.
Which leaves you with a roadmap that you can relate to and work with us over the longer term.
The value of your investment can go down as well as up and you may not get back the full amount invested.
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