Our services

Welcome to Foresight Wealth Strategists

The home of financial planning for legal professionals.

Financial planning for the legal profession.

Foresight are experts in dealing with the more complex financial planning requirements of the legal profession, and have been providing independent advice for over 25 years.

Finances simplified.

We have many Barristers, Judges and Solicitors as clients, who appreciate the way that we simplify their finances, ensure that everything is running smoothly and maintain a consistent, proactive approach to running their planning.

Foresight have developed The Quantum Programme specifically to deal with the more complex financial planning requirements of professionals. This enables us to look at the whole financial picture, making sure that you are not, inadvertently, wasting money, and providing peace of mind, leaving you to do the things that you do best.

 

Talk to us.

Why not speak with one of our knowledgeable Wealth Strategists today?

First meetings are held at our expense and enable you to find out what makes the difference with Foresight.

What do the team think?...

I need to understand every facet of my clients’ circumstances.
The Quantum Programme ensures this happens every time.
Mike Barnes – Wealth Strategist

Get in touch.

Speak to one of our knowledgable specialists today about Inheritance Tax Planning

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Also see...

Estate Planning

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.

Legacy planning services

Legacy Planning

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.

Future estate planning is essential to protect your wealth

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.

Protection Planning

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.

Ethical Investing

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.

Retirement Planning

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

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

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