Welcome to Dan!

 

We’re thrilled to announce that Dan Willoughby has joined the Foresight Wealth Strategists team as our new Client Manager. With his extensive background in financial services and a particular passion for estate planning, Dan is perfectly positioned to support our clients in navigating their financial journeys.

Outside the office, Dan is an avid basketball player and an enthusiastic traveler, already planning his next adventure to the US next month. Please join us in welcoming Dan to our team!

Author

Featured articles
How can a book or a small habit change transform your life?
Feel overwhelmed by investment options?
Yorkshire 3 peak Challenge Completed
Case Study: Estate planning – BPR/Trusts/Wills
Transform Your Financial Destiny: Empowerment Through Education
Investing with Purpose
The Three Peaks Challenge
wealth strategies
Financial Planning Across Life’s Stages: Wealth Strategy Tips for the UK
Mastering Change with The Quantum Programme
Learn to enjoy money
Learn To Enjoy Your Money
Get rich schemes
Are Get Rich Schemes Worth It?
Avoid Pitfalls When Making Financial Gifts
Welcome to Damiene
Welcome to Dan!
foresight bank holiday
Foresight Wealth Strategists Bank Holiday.
Mark Hughes - Charity Bike Ride
Mark Hughes helps to raise over £8,000 for local charity
How Safe Is Your Final Salary Pension?
Financial planning
Mastering Financial Planning Techniques with Foresight: Your Path to Empowerment
Spring Budget 2024
Key Dates in March
Vacancy – Receptionist/Admin person
Children Should Be Saving For Themselves
Tax doesn’t need to be Taxing
Recommended Internet Provider
Get to know: Josh Lenihan, Senior Wealth Strategist
Considering Animals and Pets in your Will
Solidus Achievement of Excellence for Estate Planning 2023
Get to know Mike Barnes
Vacancy – IFA Administrator
A week in the life of…Work Experience
A week in the life of…Work Experience
Foresight Shortlisted for Money Marketing Awards 2023
Can I stop my spouse sharing my inheritance on divorce?
2023 Budget Announcement
Professional Advisor Nominations
Webinar: When is the best time to sell my business?
ISA deadlines for 2023
Vacancy – Client Manager
Torn Will triggers £800k family dispute
Happy Steaming!
Simplifying estate after death
Case study: Simplifying estate after death

See all blogs by: