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 Director

Simon Booth

Managing Director

Over 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

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    Lissa Horton

    Director of Operations

    Lissa Horton

    Director of Operations

    Client 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

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      Gary Myers

      Business Development Manager

      Gary Myers

      Business Development Manager

      Having 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

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        Lorraine Marr

        Finance & Operations Manager

        Lorraine Marr

        Finance & Operations Manager

        Lorraine 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

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          Benjamin Dyson

          Wealth Strategist

          Benjamin Dyson

          Wealth Strategist

          Ben 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

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            Alex Youngs

            Client Manager

            Alex Youngs

            Client Manager

            A 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

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              Mark Hughes

              Head of Client Managers

              Mark Hughes

              Head of Client Managers

              Mark’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.”

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                Sam Hudson

                Wealth Strategist

                Sam Hudson

                Wealth Strategist

                A 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

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                  Ben Mulroney

                  Wealth Strategist

                  Ben Mulroney

                  Wealth Strategist

                  Ben 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

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                    Josh Lenihan

                    Wealth Strategist

                    Josh Lenihan

                    Wealth Strategist

                    Josh 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!”

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                      Octavia Jaquiss

                      Client Manager

                      Octavia Jaquiss

                      Client Manager

                      Octavia 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!”

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                        TESTIMONIALS

                        The Foresight Timeline

                        This is how we have got to where we are today

                        1998

                        Foresight established at 92 Water Lane, Wilmslow
                        Interest Rates – 7.5%
                        Film – Saving Private Ryan

                        1999

                        World Population reaches 6 billion
                        Film – The Matrix

                        2002

                        Euro Becomes Legal Tender
                        Film – Chicago

                        2006

                        Foresight moves to 161 Ashley Road, Hale
                        Film – The Devil Wears Prada

                        2008

                        UK Banking Crisis
                        Film – Slumdog Millionaire

                        2009

                        UK Interest rates fall to 0.5%
                        Film – Avatar

                        2011

                        FILM – The King’s Speech
                        World Population reaches 7 billion

                        2012

                        Retail Distribution Review Implemented
                        London Olympics
                        Film – Django Unchained

                        2013

                        FILM – Skyfall
                        Andy Murray wins Wimbledon the first Briton since 1936

                        2015

                        New website for Foresight

                        DROP US A LINE

                        Thank you for your interest in Foresight. Please leave us a message and we will get back to you shortly.

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