Foresight Independent Financial Planning Ltd
Financial Services - CHESHIRE, ENG, UK
Foresight Independent Financial Planning Ltd Employees
Joshua Lenihan
Wealth Strategist & Chair of the Foresight Investment Commitee
Foresight Independent Financial Planning Ltd Senior Management
Foresight Independent Financial Planning Ltd Details
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 help define lifetime financial goals and put 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. 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. 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 us at ben.mulroney@foresight-ifp.co.uk so that we can arrange a relaxed no obligation discussion. Foresight Independent Financial Planning are authorised and regulated by the Financial Conduct Authority
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