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
Chief Executive OfficerSimon Booth
Chief Executive OfficerOver 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 Booth
Chief Operations OfficerLissa Booth
Chief Operations OfficerClient 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”
2
Mark Hughes
Head of OperationsMark Hughes
Head of OperationsMark’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.”
Lorraine Marr
Head of FinanceLorraine Marr
Head of FinanceLorraine 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”
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”
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!”
Chris Porter
Client ManagerChris Porter
Client ManagerChris 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”
Kat Thanes
Marketing ExecutiveKat Thanes
Marketing ExecutiveHaving worked in Marketing for nearly 10 years Kat is excited to be at the forefront of a new chapter at Foresight. Kat likes to travel and experience new foods and cultures, and can often be found planning the next adventure.
“Well behaved women seldom make history”
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.
“Start where you are, use what you have and do all you can!”
Callum Robinson
Client ManagerCallum Robinson
Client ManagerCallum 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!”
A N Other
Coming soon
Benjamin Dyson
Senior Wealth StrategistBenjamin Dyson
Senior 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”
James Allen
Client ManagerJames Allen
Client ManagerJames enjoys a range of sports, including rugby and football which encourages him to stay fit. He is also very passionate about his career progress and plans to become chartered this year.
“Change creates opportunity”
Ben Holland
Client ManagerBen Holland
Client ManagerBen 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.”
