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.
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”.
Financial Foresight makes finding the right mortgage less daunting by making sense of all the different home loans available.
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Financial Foresight understands that family protection matters. Death and ill health are traumatic enough without having to cope with the financial implications to the family unit.
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Financial Foresight can broaden your investment horizons by providing professional, independent advice on saving and investment products to suit your needs.
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Financial Foresight values the importance of planning for the future, whilst ensuring that you still have enough money for those rainy days.
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Financial Foresight can help you negotiate the minefield of capital taxes by offering face-to-face, personal financial advice on measures to protect your assets efficiently.
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Financial Foresight helps you focus on accumulating and protecting wealth in your lifetime.
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