About Us

Our structured approach coupled with our experience and qualifications means that Forethought Financial can help individuals and business owners attain the long-term protection, financial growth and asset preservation they desire. This approach has been encapsulated through these services:

  • Family and Income Protection 
  • Business Protection 
  • Pre & Post Retirement Planning 
  • Investment Strategy
  • Succession Planning for Business Owners
  • Business Profit Extraction 
  • Tax Mitigation 
  • Estate Planning 
  • Company Pension Schemes

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

At Forethought Financial we are passionate about supporting local charities through a variety of activities from 5K a day running for a month or the 3 Peaks and Triple Snowdonia Challenge; our chosen charity is Hits Radio Cash for Kids for that very reason.

Hits Radio Cash For Kids is a grant giving charity helping children that need it the most. Their mission is to improve the lives of disadvantaged children and young people in our communities who are affected by illness, poverty, neglect or have additional needs. They believe that all children should be able to express their individuality, achieve their potential and live life to the full.

They work with local grassroots organisations across the region that aim to make a difference to young lives, and directly support families who often have nowhere else to go through regular grant rounds.