Foresight Wealth Strategists

Cassons has a new home

We are pleased to announce that Cassons Financial Planning is part of the Foresight Wealth Group, after the planned retirement of Cassons Managing Director, Steven Greenwood.

Foresight Wealth Strategists

A New Chapter Begins

Foresight have been providing award-winning, quality, independent financial planning advice for over 25 years and are proud to have achieved the highly coveted status of Chartered Financial Planners.

What This Means for Cassons Clients

The Cassons back-office staff have been retained to maintain continuity and provide a seamless transition.

Steven Greenwood, Cassons MD said, “We looked for a company that mirrored our client-centric approach to financial planning, and Foresight demonstrated a perfect fit for us and our clients. I can retire safe in the knowledge that Cassons valued clients will be looked after in the way we would have wanted.”

Simon Booth, Foresight CEO said, “We welcome the opportunity to work with Cassons clients and are confident that we can build on the service they have already received to provide an even better financial planning experience moving forward.”

All Cassons clients have been allocated to our professional and knowledgeable advisers, and will be contacted in the near future to arrange a time to meet their new adviser, so that their financial planning journey can be continued.