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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          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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            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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              Chris Porter

              Client Manager

              Chris Porter

              Client Manager

              Chris has previously worked in the Banking & Finance Industry and is currently working towards becoming Financial Planning Diploma qualified. He is a keen runner and plays football in his spare time.

              “Fail to plan, plan to fail”

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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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                  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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                    Callum Robinson

                    Client Manager

                    Callum Robinson

                    Client Manager

                    Callum has previously worked in the Hospitality Industry and is currently working towards becoming Financial Planning Diploma qualified.  He plans to visit as many different countries as he can.

                    “There is no point in having a mind unless you are willing to change it!”

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                      Luke Land

                      Client Manager

                      Luke Land

                      Client Manager

                      Luke has previously worked in the Finance Industry and is currently working towards becoming Chartered.  He plans to travel to South East Asia.

                      “Don’t settle for what life gives you, make life better and build something”

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                        Benjamin Dyson

                        Senior Wealth Strategist

                        Benjamin Dyson

                        Senior 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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                            Freddie Barton

                            Client Manager

                            Freddie Barton

                            Client Manager

                            Freddie has previously worked in the Financial Industry and is currently working towards his Financial Planning Diploma.  He plans to travel around French Polynesia.

                            “Don’t count the days; make the days count!”

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                              Ben Holland

                              Client Manager

                              Ben Holland

                              Client Manager

                              Ben has previously worked in the Financial Industry and is currently working towards his Financial Planning Diploma.  He plans to travel around move house and holiday in the Maldives.

                              “Believe you can and you’re halfway there.”

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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

                                Foresight rebrands as Foresight Wealth Strategists
                                The Greek debt crisis
                                Star Wars – ‘The Force Awakens’

                                2016

                                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

                                2017

                                Manchester Arena bombing
                                Trump inaugurated as US President
                                ‘Beauty & The Beast’

                                2018

                                Foresight move to Richmond House
                                GDPR Regulations came in to force
                                Avengers – ‘Infinity War’

                                2019

                                Greta Thunberg becomes Time Magazine’s ‘Person of the Year’
                                Avengers – ‘Endgame’

                                2020

                                Brexit – UK leaves the EU
                                COVID-19

                                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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