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”
Ben Mulroney
Wealth StrategistBen Mulroney
Wealth StrategistBen 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”
Ben Dyson
Wealth StrategistBen Dyson
Wealth StrategistA Finance & Business Management Graduate. Ben was a professional footballer before injury ended his career. Ben has a keen interest in Investments and is currently studying for a Diploma in Regulated Financial Planning.
“Change creates opportunity”
Mark Hughes
Head of Client ManagersMark Hughes
Head of Client ManagersMark’s career has been in Finance and Telecoms. He is currently studying for the Diploma in Regulated Financial Planning. Mark is a family man and enjoys local Banger Racing.
Studying for the Diploma in Regulated Financial Planning.
“You only live once – but if you work it right, once is enough.”
Sam Hudson
Client ManagerSam Hudson
Client ManagerA History & Politics Graduate. Sam is studying towards his Diploma in Financial Planning. Sam is a keen Rugby player and has completed his first half Marathon in Lisbon. My ambitions are to watch Salford and Liverpool win their league (extremely ambitious) and I dislike Nuts, Cucumber, losing, and Manchester United.
“The best preparation for tomorrow is doing your best today”
Lorraine Webb
Finance ManagerLorraine Webb
Finance ManagerLiam is currently gaining experience as a Client Manager having gained his Diploma in Financial Planning. Liam practices Brazillian Jiu-Jitsu and is a keen runner. My ambition is to have a Black Belt in BJJ.
“The secret of getting ahead is getting started”
Josh Lenihan
Client ManagerJosh Lenihan
Client ManagerJosh is working towards a Diploma in Financial Planning. He attends the gym and has recently run a half marathon. In between all the revision and gym sessions, Josh is planning to run the Manchester Marathon next year. He hates potatoes.
“Start where you are, use what you have and do all you can!”
Gary Myers
Business Development ManagerGary Myers
Business Development ManagerA History & Politics Graduate. Sam is studying towards his Diploma in Financial Planning. Sam is a keen Rugby player and has completed his first half Marathon in Lisbon. My ambitions are to watch Salford and Liverpool win their league (extremely ambitious) and I dislike Nuts, Cucumber, losing, and Manchester United.
“The best preparation for tomorrow is doing your best today”
TESTIMONIALS
“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
“Foresight provide a positive, proactive and personal service to ensure that my investments work as hard as I do”
Margaret McDonald, Barrister, Kenworthy Chambers
“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 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
“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
“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
“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
“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 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
New website for Foresight
