We are delighted to welcome a new member to Foresight. Des Denniston is the newest recruit to our expanding Client Manager team. Having had previous experience in the finance industry, he has fitted in well to the Foresight approach and is soon to begin studying for his Diploma in Financial Planning. Lissa Horton, Operations Director,
Individuals who have taken out Lasting Powers of Attorney (LPA) in recent years may be owed a refund. Refunds are being offered to those who were charged more than was necessary when applying to register their lasting or enduring powers of attorney between the 1st of April, 2013 and the 31st of March 2017. During
Robo-advice is coming. Much has been written about how automated advisers, more commonly termed ‘robo advisers’, could disrupt the market for investment advice. Robo-advice is automated advice, promising to bring high quality to the masses by focusing on processes and products. It is also hoped that it will engage younger investors whose net worth would
We take your data security very seriously at Foresight, but protecting personal details is getting more difficult as technology evolves. Over the last six months, fraudsters have scammed an estimated £100 million by tricking companies or individuals to make ‘authorised transfers’ into a third-party bank account. One the payment has been made the money is
Ben Dyson met with Phoebe Stone, who helps run the LGT Vestra model portfolios and the Volare multi-asset funds to go through some questions and thoughts that highlight the Investment Committee’s approach to the management of the portfolios… Firstly, congratulations Phoebe on being named in the best 30 under 30, 2018 class of wealth managers.
Services provider Carillion has found itself joining the likes of Toys ‘R’ Us and BHS, in becoming the latest company to self-destruct. Leaving a devastating effect on defined benefit (DB) pension savers. The Carillion disaster happened just as the Pension Protection Fund (PPF) reported that roughly two-thirds of the DB pension schemes in operation in
For many, the allure of bricks and mortar is wearing thin following the government crackdown on buy to let landlords over recent years. Numerous interventions have been aimed at making buy-to-let investment less attractive in an attempt to lower the ladder for first-time buyers. Increased stamp duty, lending restrictions and phasing out the ability to
Happy 20th birthday to us! Twenty years ago, Simon Booth decided that the knowledge and experience he had gained working for some of the UK’s largest and most prestigious financial institutions could be better used by making a real difference to people’s financial planning. And with that, Foresight was born. Firstly at 92 Water Lane in
Join us for our FREE seminars on: Wednesday, 28th March, Manchester Airport Marriott Hotel, Hale Road, Hale Barns, Manchester, WA15 8XW where you can learn important information about Investments and Wills & Trusts. You’ll be able to benefit from the guidance of highly experienced and trusted Wealth Strategists in confidence and without obligation. 10.00am – INVESTMENTS: How
We are delighted to welcome three new members to Foresight. Marcus Bond, Liam Dixon and Josh Lenihan are the newest recruits to our expanding Client Manager team. Having all had previous experience in the finance industry they have fitted in well to the Foresight approach and are studying for a Diploma in Financial Planning. Lissa Horton,
Foresight is a trading style of Foresight Independent Financial Planning Ltd, which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 612587 at www.fca.org.uk/register/ Registered in England and Wales No. 05897811 Registered Address: Richmond House, 1a Heath Road, Hale, Altrincham, Cheshire, WA14 2XP The guidance and/or advice contained within the website is subjected to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk