As the end of the academic year arrives, it feels good to announce that the last of our Client Manager team has achieved their Diploma qualification. The financial planning profession is one of the most highly regulated, and anyone advising clients must hold a Level 4 qualification, usually the Diploma in Financial Planning from the…
View details
We are really proud of every member of our team, they work really hard for our clients as well as on their own development, so you can imagine our elation when they receive recognition from the wider industry. Ben Dyson has been with us for 7 years and is our Senior Wealth Strategist, his passion…
View details
Throughout June, Altrincham Town Centre found itself being watched over by 50 life-sized, artistically, designed Corgi statues. As part of the celebrations for the Queens Platinum Jubilee in June 2022, Altrincham BID worked with Inch Arts to create “Trooping the Corgis”. Businesses across the town commissioned artists, schools and community groups to decorate each dog…
View details
On Wednesday, 16th June, the Foresight team went to Alton Towers Resort for a well-deserved Summer day out. The British weather was very kind and the sun shined all-day. Even better, not many others had the same idea, so everyone was able to experience all the rides with very little queuing! In the past we…
View details
We are pleased to welcome James Allen to the team as our latest Wealth Strategist, to ensure that we are able to maintain and improve our service levels as we continue to grow. James has been working in financial services for 14 years in areas such as mortgages and protection and is looking forward to…
View details
We are delighted to welcome Kat Thanes to our team as our in-house Marketing Executive. Kat has been with us since April and has been working away behind the scenes. You may have noticed some of the changes she has already implemented and over the next few months many more will appear. Kat’s role with…
View details
Foresight has continued to grow, even through the pandemic, and the acquisition of Platinum is another step in our ambitious growth plans. Over recent years it has become apparent that the ever-increasing level of regulation and compliance is leading to a smaller number of larger financial advisers, who are able to deal with this overhead…
View details
The pandemic has made us all take a step back and reassess how we are working. Having a good work life balance has never been more important. We are really appreciative of our team at Foresight and have already made a number of internal changes to reflect this, such as offering flexible and hybrid working. We…
View details
At Foresight, we always aim to provide the best service for our clients and work hard to maintain these standards. However, it is always good to have outside recognition of our efforts. We are proud to announce that have been awarded the Solidus Achievement of Excellence for our Estate Planning and Trust based solutions. Solidus…
View details
We have already reached the time of year when many New Year’s resolutions have already been broken. However, one resolution that you should have had and should now be a habit is to be a better investor. And that means learning to hold your nerve. Moving forward you want to continue to ignore, as hard…
View details