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Author archives: Lissa Horton

June 28 , 2019 / Posted by Lissa Horton / General / No Comments

Congratulations to Ben Dyson…

Ben is nearly Chartered! We are delighted to announce that Ben has completed the CII Level 6 Advanced Diploma in Financial Planning of The Chartered Insurance Institute by examination. This means that we are now awaiting confirmation of him becoming a Chartered member. Well done Ben – we know how diligently you have worked towards this.

FREE Estate Planning and Trust Event

Join Foresight Wealth Strategists on Tuesday 25th June at the Mercure Bowdon Hotel, 10.00am – 12.30pm for our FREE event  Is your financial legacy secure?  Will your hard-earned money really pass to your loved ones?  Organising your estate in the correct way is one of the biggest problems facing families – and the right advice can make a massive difference. 

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