Damian has joined our team as our newest Client Manager, Damian has previously worked in the Financial Services industry at a compliance firm doing research and has transitioned into paraplanning. Damian is currently working towards his diploma in Regulated Financial Planning and in his spare time competes all over Europe in Buhurt (medieval armoured combat)…
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In August 2022 we welcomed Harry to do a week of work experience with us, Harry has never worked in an office before and wanted to get an idea of what to expect before he heads off to university. Let’s see what he got up to while he was with us… For a college student…
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Every quarter, we sit down together and discuss what has happened so far in the year, look at where we are in regard to our targets and what our focus is going to be for the next quarter. We have found doing this quarterly works particularly well, as it ensures the team are kept abreast…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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