ForeSight IFP

About Us

Foresight Wealth Strategists is a trusted financial planning firm based in Hale, serving the surrounding areas for over 25 years. We empower individuals and business owners to achieve financial clarity, take control of their financial future, and live life on their own terms.

What We Do

We offer a comprehensive range of financial planning services, tailoring our strategies to each client's unique goals and aspirations. Our process, known as The Quantum Programme, ensures we work backwards from your aspirations to create a plan that meets your individual needs.

Our Services

• Business Owner Strategy: Take the pressure off the financial planning side of running your business.
• Inheritance Tax: Minimize inheritance tax liabilities and protect your wealth.
• Ethical Investments & Sustainable Planning: Align your investments with your values and create a sustainable financial future.
• Legacy Planning: Ensure your legacy is protected and passed on to your loved ones.
• Retirement Planning: Plan for a comfortable and secure retirement.
• Investment Planning: Make informed investment decisions with guidance from experienced professionals.

What Sets Us Apart

Our approach to financial planning is unique. We focus on the end goal first, understanding your deepest aspirations and anxieties before crafting a strategy to achieve them. We believe in:

• Transparency: We provide clear and honest explanations about your financial situation and options.
• Collaboration: We work with you every step of the way, ensuring your voice is heard and your needs are met.
• Sustainability: We take a holistic approach, considering the environmental and social impact of your financial decisions.

Testimonials

"Foresight Wealth Strategists have been an invaluable resource for me, providing expert guidance and support throughout my financial journey." - Client for 25 years

Join Us on Your Financial Journey

Contact Foresight Wealth Strategists today and take the first step towards financial clarity and security. We are committed to empowering you to achieve your financial goals and live a life of abundance.