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.
- Altrincham & Sale
|Address||161 Ashley Rd|
|Phone Number||016 1926 9350|
From Our Website
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.
Careful planning can reduce this significantly - we work in conjunction with other professionals to help you minimise your liability. Inheritance tax planning is integrated in all of our financial plans - illustrating the benefit of working with an independent financial adviser qualified to deal with the whole financial picture. The levels, bases and reliefs from taxation depend on the individual circumstances of the investor and maybe subject to future change. The Financial Conduct Authority does not regulate taxation & trust advice and will writing.
Although we would prefer to think that nothing is going to happen to us, careful planning can make sure that your family's standard of living is maintained if the unthinkable happens. We analyse your current situation to find out what is important to you and your family and then develop a comprehensive plan that helps you and your family in achieving your financial objectives.
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.
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 tell you a bit about us, how we work and how we would be able to help you achieve your objectives. It is vital you understand how your financial plan would come together.
We work to establish what your retirement will look like for you. We then analyse your current arrangements - pensions, investments and other assets such as properties and businesses, before deciding how best to use them to fund your retirement. The new pension freedom rules mean that pensions will be used in a very different way to the traditional approach - so you will now be able to fund things that are important to you at the right time. With Foresight the future becomes clear - enabling you to make informed decisions that give you the retirement you want and deserve.