We are delighted to announce that this year we have been shortlisted by Professional Adviser again, this time not for one but three awards!
At Foresight, we pride ourselves on excellence and are committed to providing the best advice and a great experience for our clients, whilst also supporting our team members through their careers.
We have now been a finalist for the Professional Adviser Firm of the Year – North West – Award for the last 4 years, winning the award in 2019. This is one of the most prestigious awards in the financial planning profession and is judged on providing an outstanding, client-focused and repeatable advice process – something that The Quantum Programme has been specifically developed to deliver.
This year Callum Robinson, one of our Client Managers, is also on the shortlist for Newcomer of the Year. Callum joined us in January 2021 with no previous experience in the financial world and completed 8 exams to become Diploma Qualified within 10 months. He is working towards becoming Chartered and is on track to become one of the youngest ever to achieve this status.
Josh Lenihan, one of our Wealth Strategists, has also been shortlisted for Young Achiever of the Year. Josh joined us in 2018 as a Client Manager and also became Diploma qualified very quickly. He has subsequently been promoted to Wealth Strategist and is now Chair of our Investment Committee. Outside the office he has been instrumental in promoting a career in finance at local 6th Form Schools.
We are thrilled to have been shortlisted for these 3 awards this year and are keeping our fingers crossed that we are winners at the ceremony in London on Tuesday 25th April.
