How Technology is Revolutionising Wealth Management: The Role of AI and Blockchain

The integration of technology into finance is transforming the way we manage wealth.  These days, we use our phones to run our finances – everything from purchases to signing off accounts using digital signatures.  AI – Artificial Intelligence – is only going to enhance these capabilities, providing data-driven personalised strategies and real-time analytics which will…

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Welcome to Holly

We welcome Holly to the Foresight team as a Financial Administrator.  Holly has worked in the financial planning industry for several years and comes complete with a methodical and organised approach to her work. Holly has a keen interest in social media from a previous career and will be posting team news on Instagram Outside…

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Case Study: From IPO to Independence

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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Welcome to Thomas

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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Torn Will triggers £800k family dispute

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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Feel overwhelmed by investment options?

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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