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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              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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                    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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                          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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