Foresight Wealth Strategists
Hale
(11)
Hale
(11)
Foresight Wealth Strategists has been based around Hale and the surrounding area since 1998. Providing exceptional levels of service to highly successful individuals and their businesses, freeing up their time for them to do the things they do best.
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11 customer reviews
Claire Hardwick
James has been great to deal with. Good, clear advice and always prompt with deling with requests or emails. Guided and persevered through a scenario where other advisers had given up. Would thoroughly recommend.
Vicky Hale
Very helpful from start to finish, even with a few curve balls thrown in by the insurance companies, these were quickly sorted. Informative through out and very good at keeping me up to date through out the process. Wouldn’t have wanted to of done it without them. I’ve now got life, critical and income protection for a very reasonable price. Super happy! No better feeling than having your little family protected. More...
Richard Gordon
The advice we have received has consistently been helpful, clear as well as reassuring.
Our advisor James Allen is always quick to react to any queries we have and has an excellent grasp of the detail required in handling matters on our behalf.
Richard Wilson
I've known Foresight for many years and recently introduced them to my mother to handle her investments. The brief changed to shorter term, income generation and James Allen came up with a great strategy that's being implemented. His descriptions were clear and free of jargon and my mum even said - and I'm quoting now, this is not me - "even someone as stupid as me understood him" (for the record she's not stupid but doesn't enjoy this stuff much). Thanks for your help. More...
Carl Atkinson
I’ve been working with James for the best part of a year and he has been fully supportive of my clients that need help and assistance when it comes to life planning in general. Always at the end of the phone when I need him and I would not hesitate in recommending to friends, family and clients More...
Tim Crane
James has advise me on a number of financial matters. Short term, long term investment strategies, and my retirement planning. He’s knowledgable, personable and always delivers sound advice. I wouldn’t hesitate to recommend James to anyone. More...
Norma Cohen
I have been very satisfied in my dealings with Foresight. My financial adviser, James Allen, is very efficient and personable.
He has taken the time to understand my circumstances, given good advice, explained things well and is always available for queries etc.
I would have no hesitation in recommending Foresight
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Reginald Willis
Was very helpful in handling my equity in every aspect I thank him for his help.R.Willis.
Jayne
Worked with James for a while and found his service very professional and helped us put a plan in place
Jennifer
James has massively helped myself and family with some financial advise which has led to solving some quite difficult financial options we were facing, where we just didn't know what was the best for now and the future. I would use his services again in the future if necessary, and it was very easy to build trust through this process and was a pleasure to work with. I can not thank him enough. More...
Jack
James has been hugely helpful to us, would not hesitate to recommend him to anyone.
Why should our clients choose you?
Clients should choose as we approach finances with a holistic attitude, considering your entire financial picture,
it is no coincidence we have grown to be one of the most trusted independent advisers in the area.
Our young & dynamic team is tantamount to our success, we provide ourselves on having exceptional talent within the team.
Can you provide your services online or remotely? If so, please add details.
While we prefer to meet our clients in person, we can offer online meetings through zoom or teams where needed.
What changes have you made to keep your customers safe from Covid-19?
We offer our meetings by video call as well as face-to-face to ensure we can accommodate any client requirements.
Our office & meeting rooms are cleaned thoroughly after all meetings to ensure staff & clients are in a safe environment.
Protection Planning
This forms the basis of any good financial plan and helps you to be able to plan for the future, whatever you want that to be. We assess your long-term goals and create a plan to ensure secure your families future and well-being.
Inheritance tax Planning
Careful inheritance tax planning can significantly reduce how much inheritance tax you and your family will have to pay. We work to minimise your liability and maximise your legacy by implementing a number of management strategies that are available to us due to our independent nature.
Ethical Investing
Investing in sustainable and ethical companies is becoming a more common approach for investors as the returns they provide are often equal to any other investment option. Our team can work with you to ensure your investment strategy meets your personal beliefs and choices.
Estate Planning
Helping you to put together a clear plan that details how, and by whom, your estate is to be managed. We will ensure a strategy is put in place to utilise all available allowances while minimising any additional costs.
Business owner Strategy
Our team can help to take the pressure off the financial planning side of running a business, ensuring that appropriate policies are in place. Equally, if you want to leave the business, we can advise on the best time and method of doing this.
Holistic Independent financial Planning
We operate a comprehensive financial planning approach to ensure that all of your financial requirements are met. Whether that is to ensure your family is protected in the event of premature death, long-term disability or on diagnosis of a critical illness, we can make sure that everything to protect you is in place. We can also help prepare for the sale of your business and help you plan for a well-deserved early retirement spent travelling the world.
We work closely with you to identify and quantify your financial goals, before working backwards to find out your current position and to develop the strategies to get you where you want to be. Using a range of accepted financial planning techniques and visualisation techniques we ensure that realistic and affordable strategies are developed with you.
