Meet the Team

Foresight Estate Planning & Will Writing Services

Say hello to the Foresight team

Your first steps to a more prosperous future

Natasha Howard
Natasha Howard

Practice Manager

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.

Oliver Cooper
Oliver Cooper

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. 

Sam Pheasey
Samantha Pheasey

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.

Cat Davies
Catherine Davies

Estate Planning Consultant

Catherine Davies has been with Foresight for a number of years and has successfully gone through our trainee advisor programme enabling her with the knowledge and confidence to be able to advise clients on their estate planning needs.

She has previously worked within both Foresight and our sister company Insight Financial client relations team. Where she was dealing with all new and existing client enquiries and worked closely with the advisors managing their dairies. She has a wealth of experience having worked in sales and marketing sector in her previous roles.

Team Member
Jasvinder Sangha

Estate Planning Consultant

Jasvinder Sangha joins us from our sister company Insight Financial, where he worked closely with in the director’s executive team, shadowing the advisor on appointments with clients and dealing with all enquires and preparation of portfolio reports as well as financial providers.

In his role as consultant, he deals with all new and existing clients advising them on their estate planning needs. He brings with him a wealth of sales experience and can advise on all aspects of Wills and Powers of Attorney.

Mike Phillips
Mike Phillips

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.

Peter Ritchie
Peter Ritchie

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.

Sandra Luck
Sandra Luck

Business Support Administrator

Sandra brings a wealth of experience of knowledge with her to the Foresight team having worked in the estate planning industry for over 16 years.

She is a vital part of our compliance team and provides support to the Practice Manager ensuring our advisors are following our 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.

Rebecca Barnes
Rebecca Barnes

POA Business Support Administrator

Rebecca joins us with over 10 years’ experience in the estate planning industry particularly in the area of Powers of Attorney.

She is a vital part of the LPA team and completes every step of the process to assist clients with their Powers of Attorney including drafting, preparing the documents for signing and dealing with the validation process with the Office of Public Guardian. She also works closely with clients dealing with their queries on a daily basis.

Team Member
Paul Joiner

Client Co-Ordinator

Paul is the newest member of the Foresight team and joins us from various call centre companies, he works within our client relations team and is front line communication for new and existing client enquires, working closely with the group of advisors managing their diaries.

He works closely with the Practice Manager on client acquisitions, campaigns and our client newsletter. He brings with him an experience of client services withing the sector and from his previous marketing roles.

Our Companies

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. 

Foresight Premier Law

At Foresight Premier Law our team of legal advisers are committed to building lifetime relationships with our clients, ultimately placing the future of their respective estates in a more secure position for future generations.

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.

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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.

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Meet the Team

Meet the Foresight Estate Planning a team.

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