Providing a personal, highly attentive service - freeing up more of your time for the things you do best. ForeSight Advantage, our unique financial planning process, is the result of many years expertise and delivers a tailored solution that clearly helps you to define and meet you financial goals.
Served areas
- Altrincham & Sale
Business details
- Licensed
- Insured
Payment methods
- Cash, Debit cards, Credit cards, Mobile payments
Services
Successful people are often so busy in their professional lives that they have little time to deal with their financial affairs. Which is why they come to Foresight. We are passionate about financial planning and providing the highest level of service to our clients. Foresight took the time to understand my current financial position and longterm objectives. They made the messy business of pensions painless.
Based in Hale, Cheshire, our business is built around providing exceptional levels of service to highly successful individuals and their businesses. Freeing up time to do the things they do best. It's no coincidence that Foresight has grown to be one of the most trusted advisers in the area. Our holistic approach to financial planning enables us to look at the whole financial picture. As Independent Financial Advisers, we are ideally placed to advise on the broadest range of pensions, investments and protection arrangements.
Over 25 years experience as a financial planner, Simon is ideally placed to deal with clients needing more complex planning. Client focussed, Lissa has worked in IT Start-up companies in Palo Alto, California and has a first-class approach to customer service. Mark's career has been in Finance and Telecoms and has a Diploma in Regulated Financial Planning.
At Foresight we have developed The Quantum Programme, our unique process, to enable our clients to get ahead financially. The crucial advantage is the way we operate using a system of incremental improvements. This means that each stage of our process is implemented that bit better. These small improvements, when compounded, mean that clients end up significantly better off over time.
We specialise in helping clients make the most of their hard-earned money. Using our considerable experience, we look at the whole picture to make sure your investments are tax efficient, and form part of a balanced and diversified portfolio. The value of your investment can go down as well as up and you may not get back the full amount invested.
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