We are extremely proud to say that we won at the
The most hotly contested and sought-after accolades are the ‘Adviser of the Year’ awards. These are based on case studies designed to test a firm’s approach to complex financial planning, as well as
The Professional Adviser Awards are one of the highlights of the year for financial services companies,
This is the first year that Foresight Wealth Strategists has entered this prestigious award and we are delighted to announce that we have won the ‘Adviser of the Year – North West’ award.
This award underpins the focus at Foresight on
We have developed The Quantum Programme, our unique approach to financial planning, to provide clients with a highly structured and detailed process that clearly identifies their financial goals and the strategies required to achieve them.
The process was at the heart of our submission and was instrumental in Foresight winning the award. Using the highly collaborative approach we use for our clients’ affairs, Ben Mulroney, James Honeybill and Ben Dyson developed the winning submission. We believe that this the team-orientated approach is a core strength of the service we provide to our clients.
Please don’t keep our success a secret…
If you know anyone who might benefit from our award-winning approach then please put them in touch
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