Foresight Wealth Strategists
Bespoke financial planning.
Foresight Wealth Strategists have been providing extensive financial planning advice to Hale and the surrounding areas for 25 years.
Growing consistently over those years, the team at Foresight have been able to support a number of businesses and individuals to meet their financial goals in a comprehensive, yet simple way.
DT, Airline PilotClient for 25 years
K & JW, Consultants, Clients for 25 years
DE, Volunteer CoordinatorClient for 6 years
AB, Managing DirectorClient for 2 years
CHH, National VP
Client for 3 years
Client for 1 year
KB, Business Owner
Client for 25 years
The Quantum Programme
What makes our bespoke financial planning different?
We work backwards from your goals, whether that is to be able to retire early and travel the world, or simply ensure your family or business is looked after if anything should happen. We take the time to understand you and your objectives, ensuring an achievable strategy is put in place and managed appropriately over time.
To do this we have developed our own bespoke financial planning process, The Quantum Programme, which we use to guide every client through their journey. During our time together we have regular check-ins that allow us to recalibrate where necessary, ensuring the strategy for long-term goals is continuously optimised.
Our bespoke process, The Quantum Programme, has been designed to guide every client through their own tailored journey.
We are different because we focus first and foremost on the end goal, and only once we understand what you are looking to achieve do we work back from there. Whether your aim is to be able to retire early and travel the world, or simply ensure that your family or business is looked after if anything happens to you, we can help.
Taking the time to understand you in great detail creates a better starting point for putting the right strategies in place that will make your goals more achievable. Regular monitoring then helps you stay on track.
What do the team think…
The Quantum Programme gives me the opportunity to get to fully understand my clients' beliefs and desires, allowing me to understand what options will meet their needs over time.
James Allen, Wealth Stategist
This forms the basis of any good financial plan and helps you to be able to plan for the future, whatever you want that to be. We assess your long-term goals and create a plan to ensure secure your families future and well-being.
Careful inheritance tax planning can significantly reduce how much inheritance tax you and your family will have to pay. We work to minimise your liability and maximise your legacy by implementing a number of management strategies that are available to us due to our independent nature.
Investing in sustainable and ethical companies is becoming a more common approach for investors as the returns they provide are often equal to any other investment option. Our team can work with you to ensure your investment strategy meets your personal beliefs and choices.
Helping you to put together a clear plan that details how, and by whom, your estate is to be managed. We will ensure a strategy is put in place to utilise all available allowances while minimising any additional costs.
Building a strategy that prepares for life after… You may wish to pay off a family mortgage or ensure grandchildren have money available for education. Whatever you decide your legacy is to be, we can ensure that an appropriate plan is in place.
Business Owner Strategy
Our team can help to take the pressure off the financial planning side of running a business, ensuring that appropriate policies are in place. Equally, if you want to leave the business, we can advise on the best time and method of doing this.
We work to establish what you want your retirement to look like. We analyse your current arrangements – pensions, investments and other assets such as properties and businesses, before deciding with you how to best use them to fund your retirement.
Investment planning. Taking the hassle out of investing…
Investment planning is all about making the money that you have saved work as hard as possible for you
Who we are
Bespoke financial planning advisors.
We are a young and dynamic team who you can be confident will look after you and your finances for years to come.
What sets us apart from other bespoke asset management advisors is that we take the time to understand you and your goals. It’s not unusual to not know what your long-term goals are before you speak with us, but we can help you figure out what’s important to you and the legacy you want to leave behind.
Our experiences have helped to form our bespoke process, The Quantum Programme, developed with you in mind to ensure every client receives a holistic approach to their asset management.
Within our team, we are proud to have a number of award-winning individuals, as well as a growing number of Chartered Wealth Strategists.