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
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
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
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
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
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
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
We have come across a fantastic App that enables you to examine your responses to certain situations. BEAM is the product of years of research and based on Nobel prize-winning theories around behaviours and their impact on your money decisions. Through a series of short, simple, but engaging games, BEAM enables you to explore, measure
Last year, abbreviating 2019 to 19 was something that most of us took for granted. But shortening 2020 to 20 could put us at major risk of fraud. A recent Facebook post by the East Millinocket Police Department in the United States said, ‘When signing and dating legal documents, do not use 20 as
Valentine’s Day is all about romance. Or, if you are more cynical, the commerce of romance. Buying flowers that are double the price they were last week, presents to show just how much you love someone – and the more you spend the more you love them. Apparently! Romance and attraction can only take you so
Foresight Wealth Strategists 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
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