Empowering Your Financial Future
At Foresight Financial Planning Ltd, we are a team of experts who are dedicated to helping you achieve your financial goals. Over the past 25 years, we have been successfully assisting clients in securing their financial future. Our mission is to provide expert, honest, and ethical advice to help you make sound financial decisions for yourself, your family, and your business.
Wealth Management
We combine savings and investments with tax, pension, and estate planning to create and execute a strategy that ensures a secure financial future for you and your family. We understand that every individual's situation is unique, and we take the time to get to know our clients and tailor a plan that is specific to their needs.
Everyday Financial Advice
In addition to our wealth management services, we also provide financial advice for everyday decisions, such as mortgages and life insurance. We are here to guide you through these important choices and ensure that you make informed decisions.
Business Owner Services
We understand the importance of protecting and maximizing a business's financial success. Our business planning services include exit planning, shareholder protection, and employee benefits to ensure that your business is secure for the future.
Specialist Financial Services
We also offer specialist services for situations that require expert financial advice, such as bridge financing, pensions, and divorce. We are here to provide guidance and support during times of uncertainty.
Our Advice Process
Our Chartered status is a mark of our commitment to ethical practice, qualifications, systems, and processes. We take pride in our team's knowledge and professionalism, and we are committed to providing the highest standards of service. Our advice is based on our clients' needs, and we strive to build lifelong relationships with our clients.
Contact Us
We are proud to be a UK-regulated firm, and our registered address is Foresight Financial Planning Ltd, 8 Southernhay West, Exeter, Devon, EX1 1JG. You can reach us by phone on 01392 221100 or by email at info@foresight-ltd.co.uk. We look forward to helping you achieve your financial goals.
Exceptional Service and Guidance
The reviews are overwhelmingly positive, with all five customers praising Alan and Rachel of Foresight Financial Planning for their exceptional service and guidance. They cite the mortgage advisors' professionalism, knowledge, and approachability as key strengths. The customers appreciative of the advisors' ability to explain complex information in a clear and concise manner, making the mortgage application process understandable and stress-free.
Communication and Responsiveness
Multiple reviewers highlighted the importance of effective communication and responsiveness. They appreciated the advisors' willingness to listen, respond promptly to queries, and keep them informed throughout the process. One customer noted that, despite being busy, the advisors made time to prioritize their needs and provide additional support when required.
Professionalism and Friendliness
The reviews consistently emphasize the advisors' professionalism, friendliness, and welcoming nature. The customers felt comfortable working with Alan and Rachel, who made them feel at ease and valued their customers' satisfaction above all else.
Conclusion
Overall, the reviews suggest that Foresight Financial Planning is a highly trustworthy and reliable organization, with Alan and Rachel providing exceptional guidance, support, and service to their customers.
