Foresight Wealth Strategists - Altrincham

Introduction to Foresight Wealth Strategists

For individuals and families seeking comprehensive and personalized financial planning, Foresight Wealth Strategists presents itself as a distinguished firm dedicated to safeguarding and growing wealth. Located in the affluent area of Hale, Altrincham, Cheshire, Foresight offers a suite of services designed to meet diverse financial needs, ranging from investment management to life insurance and estate planning. The firm operates from its address at Richmond House, 1A Heath Rd, Hale, Altrincham WA14 2XP, United Kingdom, and can be reached by phone at 1619269350. Their website, foresight-ifp.co.uk, provides detailed information about their services and team.

Specialties and Services Offered

Foresight Wealth Strategists specializes in a range of crucial areas, ensuring a holistic approach to wealth management. Their core competencies include:

• Financial Planning: They provide tailored financial plans designed to align with clients’ short-term and long-term goals. This includes retirement planning, inheritance tax planning, and cash flow management.
• Investment Service: A key aspect of their offering is their investment service, overseen by experienced professionals who construct and manage portfolios based on individual risk profiles and investment objectives. They utilize a variety of investment strategies and products to optimize returns while mitigating risk.
• Life Insurance Agency: Foresight also functions as a reputable life insurance agency, assisting clients in securing appropriate coverage to protect their families and assets in the event of unforeseen circumstances.

Location and Accessibility

The firm’s physical location at Richmond House offers a professional and welcoming environment for clients. Accessibility is a priority; the premises feature a wheelchair-accessible car park and toilet, demonstrating a commitment to inclusivity. Furthermore, they offer online appointments, providing convenient access for clients who prefer remote consultations. On-site services are also available, ensuring a seamless and personalized experience.

Client Feedback and Reputation

Foresight Wealth Strategists has garnered positive feedback from its clients, as evidenced by its 8 reviews on Google My Business. The average opinion is a remarkable 5/5, highlighting the high level of satisfaction amongst their clientele. This strong reputation is a testament to their expertise, professionalism, and commitment to client service. Here’s a brief summary of recurring themes from client reviews:

• Personalized Service: Clients frequently commend the team for their attentive and individualized approach, emphasizing a genuine understanding of their financial circumstances and aspirations.
• Expert Advice: Many reviewers highlight the quality of the advice provided, noting that the team’s knowledge and experience are invaluable in navigating complex financial decisions.
• Trust and Integrity: A consistent theme is the trust and integrity displayed by the firm, fostering a strong and long-lasting client relationship.

Key Features and Benefits

Choosing Foresight Wealth Strategists offers several distinct advantages:

• Experienced Professionals: The firm boasts a team of highly qualified and experienced financial planners, investment advisors, and life insurance specialists.
• Comprehensive Solutions: They provide a complete suite of services, streamlining the wealth management process and eliminating the need to work with multiple providers.
• Client-Centric Approach: Foresight prioritizes building strong, long-term relationships with its clients, focusing on their individual needs and goals.
• Regulatory Compliance: As a reputable firm, Foresight Wealth Strategists adheres to all relevant regulatory requirements and maintains the highest standards of ethical conduct.

Contact Information and Further Details

To learn more about Foresight Wealth Strategists and how they can assist you with your wealth management needs, we strongly recommend visiting their website at foresight-ifp.co.uk. They also encourage appointments to discuss your specific requirements. You can contact them directly at 1619269350. Their address is Richmond House, 1A Heath Rd, Hale, Altrincham WA14 2XP, United Kingdom. They also highlight that appointments are recommended for optimal service.

In essence, Foresight Wealth Strategists provides a sophisticated and trustworthy service, expertly guiding clients towards financial security and prosperity. Their dedication to client satisfaction, combined with their professional expertise and accessible location, makes them a valuable partner in achieving your financial goals.

👍 Reviews of Foresight Wealth Strategists

Joe G.

5/5

We transitioned to Foresight Wealth Strategies a few years ago after our previous financial advisor retired. While Foresight is a larger firm than we were used to, they’ve maintained that personal touch. We’ve been extremely happy with the service we’ve received.

One of the standout aspects of our experience has been working with Greg, our dedicated advisor. We rely on him for a wide range of financial advice, including investing and planning. Greg is always happy to answer our questions, he’s approachable, friendly, and makes us feel at ease. It’s incredibly reassuring to know we have someone trustworthy looking after our financial future.

I would highly recommend Foresight Wealth Strategies to anyone seeking knowledgeable and personalised financial guidance.

Will P.

5/5

Working with Josh Lenihan has been an outstanding experience. He is a truly exceptional financial planner who combines deep expertise with genuine care for his clients' goals and well-being. Josh takes the time to understand your full financial picture and then tailors a strategy that aligns with both your short-term needs and long-term aspirations.

What sets Josh apart is not just his technical knowledge—although he certainly has that in abundance—but his ability to explain complex financial matters in a clear, approachable way. He’s patient, responsive, and always focused on what’s best for you, not just what’s convenient. Whether you're planning for retirement, investing, or managing your day-to-day finances, Josh brings professionalism, insight, and a personal touch to every interaction.

I feel more confident and secure about my financial future because of Josh's guidance, and I would recommend him wholeheartedly to anyone looking for a trustworthy and skilled financial planner.

Tom H.

5/5

Greg Blease has been my financial advisor for several years now, and I can’t recommend him enough. He’s easy to talk to, always makes you feel comfortable, and is happy to help with anything whether it’s financial advice or just pointing you in the right direction. I really feel that Greg always puts my personal financial needs first.

Matthew S.

5/5

I was recommended Foresight primarily for pensions advice, but we also discussed wider wealth management. Their office is in the centre of Hale and as soon as I walked through the doors, they made me feel at ease right away. I got some fantastic advice and a clear action plan.

Clare R.

5/5

Ben Dyson has been my financial advisor for a number of years and I trust him implicitly to manage mine and my family's finances.

Ben has been particularly helpful navigating some major life events, helping to set up structures to give me peace of mind that all is in hand now and in the future.

I have recommended Ben to a number of friends and I recommend him to anyone looking for calm, assured financial advice.

Debbie W.

5/5

I have been with Foresight for 25 years when I met Simon Booth, Chief Executive Officer at a breakfast business meeting. I currently deal with Greg Blease who makes me feel at ease knowing my finances are performing as best as they can. They are extremely professional.

Malcolm W.

5/5

We have been with Foresight for 3 years now, in particular Michael Barnes, whom we followed from his previous employer. The service we received is exceptional always available with good and expert advice. I am sometimes a little slow getting back to them, so I must apologise for that . But I have no reservations in recommending Foresight Wealth as I am most certainly financially better off for their support . Malc Welsby

Neil M.

5/5

Awesome service from Joshua and the team. Really helpful and solid insightful advice given. Very happy with all they do for me and my family. Highly recommended.