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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Ever thought about how a book or a simple change in your habits can spark massive growth in your life? In the journey of life, the pursuit of personal development and growth stands as a beacon, guiding us towards our fullest potential. It’s a commitment to continuous learning, embracing change, and cultivating a growth mindset…
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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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John and Linda were initially introduced to after responding to a telesales campaign over 20 years ago. They had an existing financial adviser through their accountant, who had put in place a number of products over a period of time. However, there was no overall strategy in the client’s financial planning. As a result,…
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Ever thought about how a book or a simple change in your habits can spark massive growth in your life? In the journey of life, the pursuit of personal development and growth stands as a beacon, guiding us towards our fullest potential. It’s a commitment to continuous learning, embracing change, and cultivating a growth mindset…
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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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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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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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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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Samantha became a client of Foresight after attending one of our estate planning events. Her mother had recently passed away and she was not confident about what to do. The mother had collected a significant number of banking and investment accounts through her lifetime and, as sole executor and beneficiary, it now fell on Samantha…
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