ABOUT US
Based in Hale, Cheshire, our business is built around providing exceptional levels of service to highly successful individuals and their businesses. Freeing up time to do the things they do best.
It’s no coincidence that Foresight has grown to be one of the most trusted advisers in the area.
Our holistic approach to financial planning enables us to look at the whole financial picture.
As Independent Financial Advisers, we are ideally placed to advise on the broadest range of pensions, investments and protection arrangements.
MEET THE TEAM
Successful financial planning requires a team approach from a range of individuals. We are certainly a team and definitely individual.
Select a Foresight team member to find out more about them personally and professionally.
Simon Booth
Managing DirectorSimon Booth
Managing DirectorOver 25 years experience as a financial planner, Simon is ideally placed to deal with clients needing more complex planning.
Salford University
BSc (Hons) Business Operation & Control
Financial Planning Certificate
Advanced Financial Planning Certificate
Associate of the Personal Finance Society
Chartered Financial Planner
“To run a truly excellent financial planning practice where great advice meets outstanding service”
Lissa Horton
Director of OperationsLissa Horton
Director of OperationsClient focussed, Lissa has worked in IT Start-up companies in Palo Alto, California and has a first-class approach to customer service.
MMU
BA (Hons) English
“The most effective way to do it is to do it”
Gary Myers
Business Development ManagerGary Myers
Business Development ManagerHaving worked in the Financial Services industry for over 30 years Gary is focussed on developing existing and new Professional Connections such as Accountants, Legal practices and Corporate Insurance Brokers to enhance the experience of our clients.
“Positive thinking achieves positive results”
Lorraine Marr
Finance & Operations ManagerLorraine Marr
Finance & Operations ManagerLorraine has worked in the Finance Industry for over 10 years. Organised and methodical, she is well suited to keeping our finances in order. A mum to 2 young children, Lorraines life is busy in educating and entertaing them.
“Change creates opportunity”
Benjamin Dyson
Wealth StrategistBenjamin Dyson
Wealth StrategistBen is a Chartered Financial Planner. He has a keen interest in Investments and is Head of the Foresight Investment Committee. and a member of A Finance & Business Management Graduate. Ben was a professional footballer before an injury ended his career. was shortlisted by the Financial Times for Multi-Asset Manager of the Year 2018.
BSc(Hons) – Business Management
Certificate of Mortgage Advice
Certificate in Equity Release
Investment Management Certificate (IMC)
Certificate in Discretionary Investment Management
Diploma in Regulated Financial Planning
Chartered Financial Planner
FE Analytics Certified
“Change creates opportunity”
Alex Youngs
Client ManagerAlex Youngs
Client ManagerA keen runner Alex enters 10K’s regularly and is currently studying for a Diploma in Regulated Financial Planning.
“You learn more from failure than from success”
Mark Hughes
Head of Client ManagersMark Hughes
Head of Client ManagersMark’s career has been in Finance and Telecoms and has a Diploma in Regulated Financial Planning. Mark is a family man and loves spending his time looking for fun things to do with his wife and children.
“You only live once – but if you work it right, once is enough.”
Sam Hudson
Wealth StrategistSam Hudson
Wealth StrategistA History & Politics Graduate. Sam is studying towards becoming Chartered. Sam is a keen Rugby player and has completed his first half Marathon in Lisbon. He dislikes Nuts & Cucumber.
“The best preparation for tomorrow is doing your best today”
Ben Mulroney
Head of Wealth StrategistsBen Mulroney
Head of Wealth StrategistsBen spent over a decade in the City dealing with clients across all major asset classes. Passionate about investments and helping clients achieve their financial goals.
Diploma in Regulated Financial Planning DipPFS
Certificate in Mortgage Advice CertCII (MP)
Certificate in Discretionary Investment Management CertPFS (DM)
Certificate in Securities and Derivatives
Investment Management Certificate (IMC)
“To advise and protect clients to aid them in achieving their life goals”
Josh Lenihan
Wealth StrategistJosh Lenihan
Wealth StrategistJosh is working towards becoming a Chartered Financial Planner. He attends the gym and has recently run a half marathon. He hates potatoes.
“Start where you are, use what you have and do all you can!”
Octavia Jaquiss
Client ManagerOctavia Jaquiss
Client ManagerOctavia has previously worked in the Finance Industry and is currently working towards becoming Financial Planning Diploma qualified. She plans to visit different countries every time she travels.
“Live like someone left the door open!”
TESTIMONIALS
“I am happy to recommend Foresight to my clients in the knowledge that their money will be safe”
Amanda Freeman, Partner, Myerson Solicitors
“The team is thorough in their analyses and they pay close attention to the detail that is relevant to our investments”
Lincoln & Bel Jones, Retired Ex-Company Director
“I have utmost confidence in the advice I have been given. I have always found the team knowledgeable and efficient.”
David Trusler, Retired Commercial Pilot
“Foresight took the time to understand my current financial position and longterm objectives. They made the messy business of pensions painless.”
Mark Harwood, Software Engineer, Elasticsearch
“Foresight are invaluable in running my finances. If they didn’t keep track of all my finances then it just wouldn’t get done. I would recommend them to anyone.”
Chris Johnson, Managing Director, October Resolutions
“The advice I have received has always been pragmatic and professional. I trust them implicitly so I can concentrate on developing my business and enjoying life.”
Guy Remond, Managing Director, Cake Solutions Ltd
“We are busy, working people. The team at Foresight have proved invaluable in taking good care of our finances”
David & Helen Lomas, Company Directors, G W Lomas & Sons Ltd
“Foresight provide a positive, proactive and personal service to ensure that my investments work as hard as I do”
Margaret McDonald, Barrister, Kenworthy Chambers
“Foresight always spend time to understand my personal and business circumstances and have given me structure and control over my finances”
Alan Foreman, Chief Executive Officer, BSecur
“I am very happy with the service. It feels as though it is tailor made for me”
Claire Bibby, Head of Panel, National Accident Helpline
The Foresight Timeline
This is how we have got to where we are today
Foresight established at 92 Water Lane, Wilmslow
Interest Rates – 7.5%
Film – Saving Private Ryan
World Population reaches 6 billion
Film – The Matrix
Euro Becomes Legal Tender
Film – Chicago
Foresight moves to 161 Ashley Road, Hale
Film – The Devil Wears Prada
UK Banking Crisis
Film – Slumdog Millionaire
UK Interest rates fall to 0.5%
Film – Avatar
FILM – The King’s Speech
World Population reaches 7 billion
Retail Distribution Review Implemented
London Olympics
Film – Django Unchained
FILM – Skyfall
Andy Murray wins Wimbledon the first Briton since 1936
Foresight rebrands as Foresight Wealth Strategists
The Greek debt crisis
Star Wars – ‘The Force Awakens’
UK votes to leave EU
Interest rates at 0.25%
Polymer banknotes introduced by the Bank of England
Captain America – ‘Civil War’
Andy Murray wins Wimbledon for the 2nd time
Manchester Arena bombing
Trump inaugurated as US President
‘Beauty & The Beast’
Foresight move to Richmond House
GDPR Regulations came in to force
Avengers – ‘Infinity War’
Greta Thunberg becomes Time Magazine’s ‘Person of the Year’
Avengers – ‘Endgame’
Brexit – UK leaves the EU
COVID-19
