We are pleased to announce that Foresight Wealth Strategists have been shortlisted again as a finalist for ‘Adviser Firm of the Year’ in the Professional Adviser Awards 2020. Simon Booth. Managing Director said ‘To be a finalist in these prestigious awards for a second consecutive year is a fantastic result and confirms our commitment to
During the General Election, we learnt that the Government has dropped its controversial plans to increase Probate fees – again. Under plans first unveiled in 2016, the minimum fee to be paid when administering an estate after death would have increased from £215 to £250, affecting all estates with assets of over £5,000 and less
Finance Manager – Lorraine Marr has had a beautiful baby boy. Finn is Lorraine’s second child and his big brother Oliver loves him to pieces. Finn visited us a couple of days ago and had plenty of cuddles from the team. he is such a good baby and is extra cute. BIG congratulations to Lorraine
Which institution loaned more money for UK property purchases than TSB Bank, Bank of Ireland, Skipton Building Society and Clydesdale Bank in 2018? It was, of course, that well-known institution – The Bank of Mum and Dad. This ever-growing financial powerhouse contributed over £5.7 billion to help their children get a foot on the housing
Join Foresight Wealth Strategists on Tuesday 26th November at the Mercure Bowdon Hotel, at either 10.30am or 7.30pm for our FREE event Is your financial legacy secure? Will your hard-earned money really pass to your loved ones? Organising your estate in the correct way is one of the biggest problems facing families – and the right advice can make
We are delighted to welcome 2 new members to the Client Manager team – Octavia Jaquiss and Alex Youngs. Octavia originally from Salisbury has had previous experience in the finance industry. Now living locally, you may see her walking her dog Stanley. Alex has completed his Economics degree at Lancaster University. A couple of years
Lifetime ISAs (or LISAs) allows the investor to save up to £4,000 each tax year towards retirement or the first-time purchase of a home. The main benefit of the LISA is that the government will add an additional 25% bonus to any deposit made into a LISA. Unlike H2B ISAs, the bonus is given a month
There must be a Monopoly Board Game in every household – the classic game of strategy that teaches you how to manage your money. To be a winner you need to start investing early, build a strategic property portfolio with houses and hotels on – and then then start forcing your friends and family out
It’s not a pleasant topic for a family get together, but it’s one that needs addressing before it is too late. What happens to your parent’s estate when they pass away? Children over the age of 18 are often asked to be executors for their parent’s wills. Unlike a witness to the will an executor
We are delighted to welcome Gary Myers to the Foresight team as Business Development Manager. Gary’s role is to develop our professional connections in the North West. Gary has a wealth of experience in financial services and we look forward to working with him.
Foresight is a trading style of Foresight Independent Financial Planning Ltd, which is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register No. 612587 at www.fca.org.uk/register/ Registered in England and Wales No. 05897811 Registered Address: Richmond House, 1a Heath Road, Hale, Altrincham, Cheshire, WA14 2XP The guidance and/or advice contained within the website is subjected to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk