Say hello to the Foresight team
Your first steps to a more prosperous future
Natasha Howard previously worked for our sister company Insight and was in her eighth year before her promotion to Practice Manager in 2014, working in the financial services sector has built up considerable experience in a number of disciplines, particularly in marketing. Natasha oversees all aspects of running Foresight Estate Planning, keeps a detailed account of finance and has first-line responsibility for administration processes and team management.
Her first line of reporting is to the directors providing key business data, client development, finance and support to the Business Development Manager. Natasha’s role sees her managing various projects and ensures their successful delivery and timely completion. Natasha possesses an innate attention to detail and rapid problem solving skills. Consequently she has quickly become a vital member of the Foresight Estate Planning management team.
Operational Manager/Estate Planning Consultant
Oliver has over 22 years experience as an estate/bloodline and tax planner and has been acting as a senior consultant with Foresight for over three years. He is vital in providing our clients with a very high level of advice around all areas of estate and tax planning and his expertise is in Trust and bloodline planning advice.
Oliver is key for presenting pre-retirement seminars to universities/colleges and carrying out training to our estate planners around the country providing them with guidance and support ensuring our clients receive the highest levels of advice and service. He also works closely with the Practice Manager in growing the business which is integral to our success.
Business Support Team Supervisor
Samantha has worked for both Foresight and our sister company Insight for a number of years. She has gained valuable experience along the way. She deals with all aspects of the client process from start to finish including handling the drafting of documentation, client queries, preparation of finals and the legal checking process.
She is key for keeping in touch with the clients keeping them up to date at the various stages of the process. She works very closely with the estate planners to make sure the vital planning that clients are putting in place is carried out to high and efficient manner.Her role is vital to the business and one that requires a high level of detail.
Catherine Davies joins us from our sister company Insight Financial where she worked within the client relations team. She deals with all new and existing client enquiries and works closely with the advisors managing their dairies.
She has a wealth of experience having worked in sales and marketing sector in her previous roles.
Business Development Manager/Estate Planning Consultant
Mike is an experienced Estate Planning Consultant with more than 28 years’ experience in financial services and tax-planning. Mike is a director of Insight our sister company and advises on all aspects of estate planning to both corporate and private clients. His expertise includes: Family Estate and Trust advice and Inheritance Tax planning.
Mike joined the Insight Group of businesses at the start of 2010 and prior to this he was part of one of the UK's premier financial advisory firms. As a registered Independent Financial Adviser at Insight Financial Associates, Mike is also able to advise his clients on all aspects of their retirement, protection, investment and tax planning.
Estate Planning Consultant
Peter is in his ninth year as an estate planner and has been with Foresight since 2016 covering the Essex, North and East London area.
In his time working in this area he has gained valuable experience in business and advising clients. Peter is able to advise in all areas relating to estate planning including Wills, Trust Planning and Powers of Attorney.
Business Support Administrator
Sandra is the newest member of the Foresight team and brings with her a wealth of experience and knowledge having worked in the estate planning industry for over 14 years.
She is a vital part of our compliance team and provides support to the Practice Manager ensuring our advisors our following our and legal guidelines guaranteeing our clients the best level of advice and service. She also works closely with the support team on dealing with all aspects of case processing and dealing with client queries on a daily basis.
Say hello to the other companies in our group...
insight financial associates
With our forward-thinking approach and combined professional experience, Insight brings together an unrivalled ‘wealth’ of expertise and knowledge in financial services. The independent status enables us to provide an impartial and individual service to our valued clients.
property investor partnership
We are specialists in securing high yield property investment opportunities that will generate surplus income and achieve long term capital growth. We introduce investors to Solicitors and Mortgage Brokers who specialise in investor property purchase. Our clients are supported every step of the way, from reservation through to securing the first tenant.
insight private finance
We are experts in securing finance for a broad range of properties for either residential or investment purposes. We can advise you on insurances to protect your home, income, lifestyle and for landlords to protect their property portfolios.
We manage and review an employer’s benefits scheme including group pensions, death in service and income protection, enhancing current arrangements where possible. Our Auto Enrolment “Health Check” helps keep firms compliant with The Pension Regulators requirements.
foresight estate planning & will writing
We specialise in the preparation and drafting of Wills, together with a wide range of other legal services, including the setting up of Trusts (both life-time Trusts and post death Trusts) and Powers of Attorney*.
insight accountancy services
We give guidance and advice around personal or business taxation queries. We can guide you through the administration side of book-keeping and completing tax returns in a timely manner, providing security in knowing that all elements of your finances are in good order**.
*The Financial Conduct Authority does not regulate tax advice, wills or trusts.
**The Financial Conduct Authority does not regulate tax advice.
Foresight Estate Planning – The key to future success
Foresight maintain an open and friendly relationship with our clients. Our aim is to 'take the fear out of planning for the future' by offering the very finest advice that delivers results time and time again.
All the information about us and the philosophy behind who we are.
Meet the Team
Meet the Foresight Estate Planning a team.
Contact us today and start your journey to financial success.