March 9 , 2018 / Posted by Lissa Horton / General /

Robo-Advice Missing the Personal Touch

Robo-advice is coming.  Much has been written about how automated advisers, more commonly termed ‘robo advisers’, could disrupt the market for investment advice.  Robo-advice is automated advice, promising to bring high quality to the masses by focusing on processes and products.  It is also hoped that it will engage younger investors whose net worth would

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March 7 , 2018 / Posted by Lissa Horton / General /

Data Protection at Foresight

We take your data security very seriously at Foresight, but protecting personal details is getting more difficult as technology evolves. Over the last six months, fraudsters have scammed an estimated £100 million by tricking companies or individuals to make ‘authorised transfers’ into a third-party bank account. One the payment has been made the money is

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March 1 , 2018 / Posted by Lissa Horton / General /

Ben Dyson

Ben Dyson met with Phoebe Stone, who helps run the LGT Vestra model portfolios and the Volare multi-asset funds to go through some questions and thoughts that highlight the Investment Committee’s approach to the management of the portfolios… Firstly, congratulations Phoebe on being named in the best 30 under 30, 2018 class of wealth managers.

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February 23 , 2018 / Posted by Lissa Horton / General /

How Safe Is Your Final Salary Pension?

Services provider Carillion has found itself joining the likes of Toys ‘R’ Us and BHS, in becoming the latest company to self-destruct. Leaving a devastating effect on defined benefit (DB) pension savers. The Carillion disaster happened just as the Pension Protection Fund (PPF) reported that roughly two-thirds of the DB pension schemes in operation in

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February 1 , 2018 / Posted by Lissa Horton / General /

Happy 20th Birthday To Us!

Happy 20th birthday to us! Twenty years ago, Simon Booth decided that the knowledge and experience he had gained working for some of the UK’s largest and most prestigious financial institutions could be better used by making a real difference to people’s financial planning. And with that, Foresight was born.  Firstly at 92 Water Lane in

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January 20 , 2018 / Posted by Lissa Horton / Events General /

Choose one of our FREE seminars on – 28th March 2018

Join us for our FREE seminars on: Wednesday, 28th March, Manchester Airport Marriott Hotel, Hale Road, Hale Barns, Manchester, WA15 8XW where you can learn important information about Investments and Wills & Trusts. You’ll be able to benefit from the guidance of highly experienced and trusted Wealth Strategists in confidence and without obligation. 10.00am – INVESTMENTS: How

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January 2 , 2018 / Posted by Lissa Horton / General /

New Starters…

We are delighted to welcome three new members to Foresight. Marcus Bond, Liam Dixon and Josh Lenihan are the newest recruits to our expanding Client Manager team.  Having all had previous experience in the finance industry they have fitted in well to the Foresight approach and are studying for a Diploma in Financial Planning. Lissa Horton,

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