Author archives: Lissa Horton

New team member

We are delighted to welcome Freddie Barton as the newest member of the Foresight team.  He will be coming on board as a Trainee Client Manager, to help with the ever-increasing workload at Foresight. Freddie has previously worked at another practice as a Trainee Paraplanner and therefore already has a good understanding of what the

read more

ISA Allowance 2020/2021

Individual Savings Accounts (ISAs) offer the opportunity to invest up to £20,000 annually.  ISAs are a tax-efficient way of investing, with no liability to either Income Tax or Capital Gains Tax on the invested funds. Unlike pension allowances, the ISA allowance cannot be reclaimed from previous years.  Therefore, if you are intending to utilise this

read more

A New Team Member

We are pleased to welcome Callum Robinson as a new member of the Client Manager team. He will be coming on board as a Trainee Client Manager, to help deal with the ever-increasing workload at Foresight. Callum has previously worked in the Hospitality Industry as a Manager and therefore has a great understanding of customer

read more

Professional Adviser Awards Finalists 2021

We are pleased to announce that Foresight is once again a Finalist in the Professional Adviser ‘Adviser of the Year Firm’ Awards 2021. These seek to reward excellence and are one of the most prestigious in the financial planning profession, with over 200 advisers, firms, and providers being considered for the 2021 awards. Foresight has

read more

New ISA rules now allow for a …. CADI

The rules have now changed on how ISAs can be passed on to spouses and civil partners upon death. These rules now allow for a Continuing Account of a Deceased Investor (CADI), which improves the rules on Additional Permitted Subscriptions (APS).  The process of inheriting these assets is now simpler and more tax-efficient, meaning fewer

read more

We are hiring…

We are delighted to say that, due to our continued expansion, we are looking to recruit four additional team members – two Client Managers (what other people call Paraplanners) and two Trainee Client Managers to join our dynamic and forward-thinking team. We have ambitious plans, and these can only be achieved by recruiting the right

read more

ESG and Greenwashing

Over the past few years, there has been a growing demand from investors who not only want investment growth but also want to see the companies and funds they invest in providing benefit to the environment and communities.  Known as ESG – Environmental, Social, and corporate Governance – the market is awash with claims of ESG friendly investments.  In fact, the sector has been one of the fastest-growing, and this trend has accelerated dramatically during

read more

Growing the Culture at Foresight

Working from home and keeping the team culture alive can be difficult during these COVID-19 times. But, we have worked hard to make sure we continue in the same way we did in the office. Part of this has been to keep up the element of team fun and we have found Zoom fantastic for

read more

The Real Value of Advice

When times are good and confidence is high, pretty much anybody should be able to generate reasonable returns.  However, in turbulent times such as these, having the support of a trusted adviser who you can rely upon to help, advise and guide you can really start to pay dividends. We see many people who have

read more

Foresight has it’s very own star!

We are very proud to announce that Ben Dyson, one of our Wealth Strategists, has become the Personal Finance Society’s youngest fellowship graduate in 2020. The Personal Finance Society is part of the Chartered Insurance Institute, the most prestigious recognised body for financial services professionals and Ben’s achievements place him right at the top of

read more

DROP US A LINE

Thank you for your interest in Foresight. Please leave us a message and we will get back to you shortly.

    Name

    Email

    Your Enquiry

    Subscribe to Our Newsletter…