Foresight Independent

Foresight Independent Financial Planning has been based in Hale for 17 years providing clients with help and advice with all aspects of their finances. We assist by helping to define lifetime financial goals and putting in place the plans to meet these. Through regular reviews we make the necessary adjustments to ensure that these plans remain on track, even through testing market conditions.

Our independent status means that all aspects of our advice is completely impartial and always tailored to suit our clients' specific requirements. All of our advisers are fully qualified and regulated, as well as holding additional qualifications in specialist areas such as pensions and investments.

To keep up to date with legal, financial and regulatory matters we embrace a culture of ongoing learning and professional development within the business.

We offer a free initial meeting with clients where we can discuss their financial requirements, as well as whether our services are suitable to meet their needs. Should we decide to move ahead with a full financial review we follow the Quantum Process. This is a proprietary 6 step process that takes a client through their finances in a logical, coherent manner.

In addition to this we further differentiate ourselves from other financial advisers by offering an in-house portfolio management service to manage our clients' investments. By defining our clients' individual risk profile, and assessing their required return to meet their future needs we can construct an investment portfolio designed to produce the desired return whilst reducing market volatility.

For any related areas that we do not have the expertise to handle we work closely with a network of professional services (legal, accountancy, etc) so that we are able to deliver a complete service.

For a free initial meeting contact me directly at ben.mulroney@foresight-ifp.co.uk so that we can arrange a relaxed no obligation discussion.