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Wealth Management

Preserve and grow your wealth. Whatever you want your wealth to achieve, now and in the future, you can trust us to make it happen.
Our Services

Preserve and grow your wealth with Foresight

When you have worked hard to build wealth, you want to look after it. You need a wealth manager that understands your ambitions and attitude to risk, an adviser you trust to protect and grow your wealth, treating your plan as if it were their own. If you are ready to pass on your wealth management responsibility, you have come to the right place.
Our core objective is to help you achieve what you want from your Wealth, so we will start by thoroughly understanding your financial goals, current situation and attitude to risk. With this knowledge, we design a bespoke wealth management plan that meets your current and future needs.

Taking a holistic approach, we combine financial planning with investment management to maximise your wealth and achieve your financial goals. Within your wealth management plan, we will incorporate tax-efficient savings and investments, estate and inheritance planning, and pension provisions.

We know that entrusting your finances to someone else can be daunting. However, with our expertise and drive to achieve results, your wealth management will be in safe and productive hands. Whether you are preparing for retirement, funding your desired lifestyle or planning your inheritance, we will create a long-term plan specific to you. We can chart your financial path to achieving your ambitions - whatever your stage of life.

Our Wealth Management Services

Your dedicated financial adviser will determine the right service for your needs based on your current financial situation, life stage and goals. These can include:
Growing your wealth through tax-efficient savings and investments is a crucial part of wealth management. We can recommend made-to-measure solutions to meet your needs and objectives within your approach to risk.

From choosing your investments to monitoring their progress and responding quickly to changing market dynamics, we will manage the entire process on your behalf.
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Pensions are a tax-efficient means of funding retirement, so having a good pension pot can be critical to your longer-term wealth. However, this can be a complex area with regular changes to the rules around pensions, which means keeping on top of your planning is essential.

We can advise on pension scheme suitability, contribution levels and investments, plus other options to maximise your pension, such as investing directly in commercial property.
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Passing your wealth on to future generations tax-efficiently requires coherent estate planning. There are proven and effective strategies to minimise the inheritance tax burden on your beneficiaries when you die. This a complex area of financial planning but with our expertise in this area, we can devise a succession plan for you to enjoy life now while passing on your assets in the most tax-efficient way.
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The UK tax system is highly complex but applying straight forward tax-efficient strategies can significantly increase your wealth. From structuring your investments tax-efficiently to taking advantage of tax allowances and reliefs, there are many ways to reduce your tax burden.

Tax planning is integral to your wealth management, so we will structure your savings and investment to mitigate tax where possible.
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Working with you

As your financial planners, we will be with you every step of your financial journey. You will have a dedicated financial adviser overseeing your portfolio and working with you to achieve your wealth objectives. With regular check-ins, we will keep you updated on your financial position. And as events change and life happens, we will adjust your plans to respond to new challenges or opportunities. Our ongoing support will ensure you continue to get the most out of your finances.

Contact us

Call us today

Pick up the phone and give us a call. One of our friendly and experienced team are always happy to help.
01392 221100

Email us

If you would like to know more about any of our services, please get in touch.

Visit our office

If you're local you can pop in to see us at our office in Exeter. We are open Monday to Friday 9am to 5pm.

Foresight Financial Planning
8 Southernhay West 
Exeter EX1 1JG

The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

© 2023 Foresight Financial Planning Ltd. All Rights Reserved. Foresight Financial Planning is the trading name of Foresight Financial Planning Limited whose registered address is as above. Registered in England, company number is 4119450. Foresight Financial Planning Limited is authorised and regulated by the Financial Conduct Authority and can be found on the Financial Services Register https://register.fca.org.uk/ under reference 788849. VAT registration number 289409553. Website designed and built by Nettl of Exeter