Foresight Wealth Strategists

About us.

We have been based around Hale and the surrounding area since 1998. Providing exceptional levels of service to highly successful individuals and their businesses, freeing up their time for them to the things they do best.

We approach finances with a holistic attitude, considering your entire financial picture, and it is no coincidence that we have grown to be one of the most trusted advisers in the area.

Our Team is tantamount to our success and we pride ourselves on having some exceptional talent within our team and are delighted to support them through their career milestones.

Our services

Meet the Team

Alex Youngs - Client Manager
Alex Youngs - Client Manager
Ben Dyson - Senior Wealth Strategist
Ben Dyson - Senior Wealth Strategist
Ben Holland - Client Manager
Ben Holland - Client Manager
Damian Zukowski - Client Manager
Damian Zukowski - Client Manager
Josh Lenihan - Wealth Strategist
Josh Lenihan - Wealth Strategist
Lorraine Marr - Head of Finance
Lorraine Marr - Head of Finance
Mark Hughes - Head of Operations
Mark Hughes - Head of Operations
Meg Carlin - Client Manager
Meg Carlin - Client Manager
Mike Barnes - Wealth Strategist
Mike Barnes - Wealth Strategist
Simon Booth - CEO
Simon Booth - CEO
Greg Blease - Wealth Strategist
Greg Blease - Wealth Strategist
Charles Truswell - Client Manager
Charles Truswell - Client Manager
Clair Davis - Culture Manager
Clair Davis - Culture Manager
Dan Willoughby - Client Manager
Dan Willoughby - Client Manager
Callum Kingsley-Rivans - Apprentice
Callum Kingsley-Rivans - Apprentice
The Team
Careers

Want to join our Team?

At Foresight Wealth Strategists, we only want the most talented people to join our dynamic team.

Working with Business Owners and Entrepreneurs our team thrives off a fast paced working environment and can easily adapt to changes. We have ambitious plans, and these can only be achieved by recruiting the right people. When we say that we are offering a career rather than a job, we mean it.

Our culture is tantamount to our working life and it is important that our team develop and grow bother professionally and personally.

To support our team’s growth and development professionaly, we cover the cost of all coursework and exam fees. In addition, we offer paid study and exam leave. We also provide excellent on the job training through our Quantum Academy Programme, which enables you to operate at the highest level.

Does this sound like the type of place you would love to work? Then visit our careers page to check our our current vacancies:

Careers

Client testimonials

DT, Airline Pilot
Client for 25 years

I have now been with Foresight for over 25 years, and I am very satisfied with their professional approach.

K & JW, Consultants,
Clients for 25 years

Foresight has recently been looking at the scenarios for our retirement, which has made us look long and hard at what we are going to do. They always have our best interests at heart.

DE, Volunteer Coordinator
Client for 6 years

I went through a really tough time recently. Nothing was too much trouble and they sorted everything out for me. The advice and service I received was invaluable.

AB, Managing Director
Client for 2 years

I was recommended to Foresight by a colleague. From start to finish I have been impressed with the advice and service. I have no recommended 2 people. A great company.

CHH, National VP

Client for 3 years
I have found Foresight to be very easy to deal with, giving excellent advice in a friendly and highly professional manner. I cannot speak too highly of them and feel confident that my investments are in safe hands.

RG

Client for 1 year
The advice I have received has consistently been helpful, clear as well as reassuring.

KB, Business Owner

Client for 25 years
Foresight have been a great support to both me and my husband planning for what comes next! It is never too early to start thinking about this stuff.

Get in touch.

Speak to one of our knowledgable specialists today

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