Case Study: From IPO to Independence

Robert was introduced to Foresight by an existing client, who had previously sold his business for a significant amount. Robert was working at a tech company that grew very quickly to a point where they had an Initial Public Offering (IPO.  Robert ended up with a large shareholding and wanted to find out what his…

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Welcome to Thomas

We are delighted to welcome Thomas as a Client Manager who has joined us after working as a Paraplanner for another financial adviser. He has a Finance and Banking Degree from Sheffield Hallam and is another United supporter in the office – a Peterborough United fan. Keeping fit is important to Thomas and is a…

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Torn Will triggers £800k family dispute

The family of 92-year-old Carry Keats is facing an £800,000 court dispute after she partially tore up her Will shortly before passing. Keats, who owned property and land in Wiltshire, tore up most of her Will on her deathbed, leaving her estate’s future uncertain.  Here’s what’s at stake:  If the court decides Keats’s actions legally…

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Feel overwhelmed by investment options?

Do you understand the investment options that are on offer?  Do you feel overwhelmed and uncertain of their meaning? Let’s make it simple: Strategic Asset Allocation – diversifying your investments across different asset classes such as stocks, bonds, property, and even cash to spread your risk – accounts for about 80% of investment performance – meaning…

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Happy Steaming!

It’s that time of the year where we need to heat our homes to keep warm.  However, in doing this, we also dry the air around us. It is a well-known fact that dry enclosed air isn’t a great environment to live in. For many years I have used steam diffusers both at home and…

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Yorkshire 3 peak Challenge Completed

On Saturday, October 5th, the following members of the Foresight team –  Daniel Willoughby, Damienne Mitchell, Ben Dyson, Thomas  Filby, Alex Youngs. Greg Blease and Callum Kingsley-Rivans, completed the  Yorkshire 3-Peak challenge.  Living in another County meant an early start of 4:45 am.  Arriving at 6:20 am, at Horton-in-Ribbleside designated car park to the sight…

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