Another Chartered Financial Planner in the Foresight Ranks

Fantastic news!


We are delighted to announce that Josh Lenihan has been awarded both his Chartered and Fellowship status with the Chartered Insurance Institute. This is the pinnacle of the financial planning profession, which very few planners ever achieve.  Better than that, Josh is almost certainly the youngest recipient of these qualifications in the country this year.


Josh joined Foresight in 2018 as a Trainee Client Manager, and with much hard work and dedication, was promoted as a Wealth Strategist within 18 months.  Five years on, he is now the Chair of our Investment Committee, which decides on our recommended investments for clients.  He also runs workshops with his colleagues to improve their learning and has even been known to promote the financial planning profession in talks to local schools.


Josh said, “As I reflect on my journey, I am reminded of the countless hours spent poring over books and seeking guidance from my peers. This Fellowship represents a significant milestone in my academic and professional aspirations, and I am thrilled at the prospect of joining a small community of Advisers that share the same commitment to knowledge.”


We are pleased to announce that Josh will now be promoted to Senior Wealth Strategist, reflecting the knowledge and experience that he has now so ably demonstrated.


At Foresight, we are very supportive of our Client Managers and Wealth Strategists in achieving the highest qualifications and continuing their learning throughout their careers. 


This prestigious qualification adds to the trust that Josh has with his clients, showing that he is committed to providing the best levels of service and advice.


Simon Booth, CEO of Foresight said “We’re overjoyed that Josh is now Chartered and has achieved his Fellowship.  This is something he has been working extremely hard for over a number of years.  Josh is a major asset to the Foresight Team and we’re proud to be supporting him at such an exciting time in his career”.