Foresight Wealth Strategists

Cassons has a new home

In April 2024 Cassons Financial Planning became part of the Foresight Wealth Group.

Foresight Wealth Strategists, the advice arm of the group, are award-winning Chartered Financial Planners and have been providing high quality financial planning advice for over 25 years.

The Cassons back-office team remain the same, so we look forward to building on existing client relationships and providing an even better service to Cassons clients moving forward.

If you have any questions about the new arrangements, then contact us and we will be pleased to help you.

Foresight Wealth Strategists

A New Chapter Begins

Foresight have been providing award-winning, quality, independent financial planning advice for over 25 years and are proud to have achieved the highly coveted status of Chartered Financial Planners.

What This Means for Cassons Clients

The Cassons back-office staff have been retained to maintain continuity and provide a seamless transition.

Steven Greenwood, Cassons MD said, “We looked for a company that mirrored our client-centric approach to financial planning, and Foresight demonstrated a perfect fit for us and our clients. I can retire safe in the knowledge that Cassons valued clients will be looked after in the way we would have wanted.”

Simon Booth, Foresight CEO said, “We welcome the opportunity to work with Cassons clients and are confident that we can build on the service they have already received to provide an even better financial planning experience moving forward.”

All Cassons clients have been allocated to our professional and knowledgeable advisers, and will be contacted in the near future to arrange a time to meet their new adviser, so that their financial planning journey can be continued.