Since April 1988, our clients have trusted our independent financial advice. All it takes is a coffee and a free initial chat to see how we could improve your financial horizons.
Taking into account your hopes, expectations and aspirations, we tailor our financial advice service to suit you, offering sound financial and personal guidance at every stage.
Our clients’ financial planning needs can be complex and varied, but often we find that our clients value our position as an independent, impartial and discrete sounding board for their ideas and plans as much as they value our solutions.
Financial Foresight is keen to take advantage of any and all advances in technology in financial services. However we are equally keen to make sure our processes retain the personal touch.
We prefer to have face–to–face discussions with clients about their personal finances. A meeting may not be necessary at each review, but whenever possible we prefer to explain our recommendations face to face and confirm thereafter in writing.
The first financial review briefing meeting is at our expense. It gives new clients the opportunity to meet us and view our offices and operation. It also gives us the opportunity to explain how we work and ascertain the areas where we may be of service.
There have been many changes in society, the market and financial services since we started in 1982. However our core philosophy has remained unchanged as we continue to:
a) Treat people as we would wish to be treated. b) Strive at all times to be “a firm you can rely on”.