We are pleased to announce that Foresight Wealth Strategists have been shortlisted again as a finalist for ‘Adviser Firm of the Year’ in the Professional Adviser Awards 2020. Simon Booth. Managing Director said ‘To be a finalist in these prestigious awards for a second consecutive year is a fantastic result and confirms our commitment to
On 4th December 2019, M&G suspended dealing in their £2.5 billion flagship UK Property Fund, after suffering nearly £1 billion of withdrawals in under a year. M&G stated that deteriorating market conditions had significantly impacted their ability to meet fund redemptions and that they plan to keep the suspension in place until they are able
The current investment landscape can be challenging for investors to navigate, with interest rates at record lows and likely to remain that way for a considerable period of time. Savers can no longer rely on deposit rates to generate the returns they require from their capital and this is forcing many investors to look at
During the General Election, we learnt that the Government has dropped its controversial plans to increase Probate fees – again. Under plans first unveiled in 2016, the minimum fee to be paid when administering an estate after death would have increased from £215 to £250, affecting all estates with assets of over £5,000 and less
Families are now self-funding care at a record level, with £7.74 billion paid for by families in the last year alone. This was a 95% rise on the £3.97 billion self-funded in 2007, showing the massive increase in care home fees that families are having to provide for. This drastic increase has not been mirrored
Investment charges are an inevitable consequence of holding any investment. However, it is important to realise that any costs reduce growth. Active managers aim to justify their fees by outperforming the relevant benchmark or providing a specialist approach. Passive or tracker funds simply track their relevant index. Index tracker funds have been designed to be
Finance Manager – Lorraine Marr has had a beautiful baby boy. Finn is Lorraine’s second child and his big brother Oliver loves him to pieces. Finn visited us a couple of days ago and had plenty of cuddles from the team. he is such a good baby and is extra cute. BIG congratulations to Lorraine
Which institution loaned more money for UK property purchases than TSB Bank, Bank of Ireland, Skipton Building Society and Clydesdale Bank in 2018? It was, of course, that well-known institution – The Bank of Mum and Dad. This ever-growing financial powerhouse contributed over £5.7 billion to help their children get a foot on the housing
Join Foresight Wealth Strategists on Tuesday 26th November at the Mercure Bowdon Hotel, at either 10.30am or 7.30pm for our FREE event Is your financial legacy secure? Will your hard-earned money really pass to your loved ones? Organising your estate in the correct way is one of the biggest problems facing families – and the right advice can make
We are delighted to welcome 2 new members to the Client Manager team – Octavia Jaquiss and Alex Youngs. Octavia originally from Salisbury has had previous experience in the finance industry. Now living locally, you may see her walking her dog Stanley. Alex has completed his Economics degree at Lancaster University. A couple of years
Richmond House,
1a Heath Road,
Cheshire, WA14 2XP
(0161) 926 9350
hello@foresight-ifp.co.uk
