Welcome to Foresight Financial Planning

We are a team of independent, chartered financial advisers here to help you secure your financial future.

About Foresight Financial Planning

Since 1997 we have been assisting clients in making good decisions in all areas of their financial planning, from investments and savings to mortgages, pensions and tax planning. Many of our clients or their families have been with us since the start, which is a testament to the strong and trusted relationships we form.
Established in
1997
Based in
Exeter
Team of
14

Giving you the best financial outcome

We are small enough to give you the attention you deserve but large enough to have all the financial expertise you will need under one roof. With our unbiased, robust, yet innovative approach, you can rest assured that we will help you achieve the best outcome for your financial affairs.

By appointing Foresight, you are placing your trust in us as your financial advisers, so we give that trust the gravitas it deserves and treat your financial planning as if it were our own.

Meet the Team

For over 20 years we have been successfully assisting clients in securing their financial future. 

With our help, you too can make sound financial decisions - for you, your family and your business - to achieve your chosen lifestyle and future.

Tim's Team

Tim Bishop – FPFS
Managing Director & Chartered Financial Planner

Tim founded Foresight in 1997 and has over 30 years of experience advising on and creating sophisticated financial planning solutions and strategies for clients in a clear manner that seeks to de-mystify the financial world.

Tim holds specialist qualifications in the following:

  • Pensions
  • Investment portfolio management
  • Long-term care planning
  • Tax planning
  • Trusts
  • Equity Release

Tim advises on complex areas of inheritance tax, divorce and pension sharing and has acted as an expert witness on pension matters. Away from his desk, you will either find Tim in his garden, honing his culinary skills or engaged in various strategy games.

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Steve Manning – APFS, FCSI
Associate Adviser & Chartered Financial Planner

Steve joined Foresight in March 2022 and brings with him a wealth of investment knowledge and financial planning technical knowledge to support Tim and his clients with their planning needs. Steve moved into the financial advice arena three years ago after 21 years in investment management, 13 years as an Investment Manager with Investec and eight years with Reuters as a Market Analyst. 

Steve holds a Diploma in Financial Planning and the CISI Diploma and is a Chartered Wealth Manager.

In his spare time, Steve enjoys watching Exeter's local football team, Exeter City, with his wife, Kate.

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Steve Oaten
Paraplanner

Steve has been in financial planning for longer than ISAs, joining Foresight in 2009 and working alongside Tim, conducting due diligence, research and client reporting. Although grey in hair, he maintains a razor-sharp eye for financial detail and an obsession for keeping up to date in financial matters, albeit at the expense of pop music and other modern fripperies. 

Steve loves wasting his spare time on current affairs, politics, and historical fiction, but his passion for Border Morris Dancing overshadows these interests. 

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Steph Tuvey-Eastwood
Personal Finance Assistant

Steph joined Foresight in 2018 and works alongside Tim to support him and his clients, helping to maintain our high standards. Steph has qualifications in Life and Pensions Customer Operations and Financial Services Products and Solutions, enabling her to assist on all matters concerning client service and financial administration.

Before Foresight, Steph worked for Nationwide, where she helped customers with their day-to-day banking needs.

In her spare time, Steph loves going for walks with her husband, Sam and Labrador, Loki, particularly on Woodbury Common and Dartmoor, and enjoys travelling, squeezing in as many trips as she can each year.

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James's Team

James Selman – FPFS
Director & Chartered Financial Planner

James is a director and shareholder of Foresight, having joined the team in 2010 and provides comprehensive wealth management and financial planning advice to clients. James is a Chartered Financial Planner and a Fellow of the Personal Finance Society, demonstrating a high standard of knowledge, experience and professionalism.

James advises in complex areas such as inheritance tax and estate planning, long-term care, divorce and pension sharing.

James holds specialist qualifications in the following:

  • Pensions
  • Investment portfolio management and analysis
  • Long-term care planning
  • Tax planning
  • Trusts
  • Equity Release

James is a proud dad of two, Jack and Maisie, both of whom work hard to ensure that going to work and the occasional CrossFit class counts as a rest.

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Rachel Lopes – DipPFS
Associate Adviser

Rachel studied accounting and finance at university and, after travelling the world, joined Foresight in 2015. Rachel is an independent financial adviser with a Diploma in Financial Planning and works alongside James to provide clients with advice and support in all planning areas.

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Becky Reep
Paraplanner

Becky joined Foresight in 2011 and has over 30 years of experience working in the financial services sector, beginning her career in financial administration, then as an adviser and finally taking a research position after becoming a mum of two. She is naturally diligent and enjoys her role's technical and research aspects in supporting James and his team to deliver bespoke, often complex financial planning solutions for clients. She enjoys working from home but, equally, is happy to be in the office for the good company and cake.

When away from her desk, Becky enjoys being a mum, a spot of running, walking the Cornish coast with her dogs and travelling whenever possible.

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Jenna Williams
Personal Finance Assistant

Jenna joined the financial services industry through NatWest in 2001, moving to a financial advisory firm in 2006, where she gained valuable experience and expertise in client support.

Jenna joined Foresight in 2015 and has excellent knowledge across many aspects of financial services administration. Her keen eye for detail means she is a valuable member of the team supporting James to ensure clients receive a high standard of service.

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Merlin
Door Greeter and Guest Announcer

Rachel's K-9 companion, Merlin, is also a member of the Foresight team and spends his day greeting clients, attending the occasional meeting, and conducting welfare tours of the office (seeking treats).

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Mortgage Team

Alan Meaton - CeMAP
Senior Mortgage Consultant

Alan has been advising on mortgages since 1987 and has headed the Foresight mortgage team since 2002. As an independent mortgage adviser, Alan can source deals on and off the high street, and his wealth of experience allows him to navigate clients through the increasingly complex maze of the mortgage market.

Alan balances the pressures his role brings with regular yoga and 100-mile cycles.

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Cory Goddard – CertSMP
Mortgage & Protection Adviser

Cory joined Foresight in 2020 and works alongside Alan in the mortgage department. Before Foresight, he worked as a protection specialist for a national firm and is passionate about helping families protect themselves against the uncertainty life can throw their way.

Clients have praised Cory's care and attention to their needs and requirements in obtaining mortgages and keeping them in close contact during the process.

Cory is from Leicester and moved to Exeter in 2017. Cory is an avid sports fan with a particular love of football and Formula One, as well as a passion for mountaineering and climbing.

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Reception

Fiona Sewter
Administrative Assistant

Fiona joined Foresight in 2021 after a career in teaching for the last 25 years. Fiona loves her role supporting the whole team and particularly enjoys being the first point of contact for clients, helping efficiently with enquiries and ensuring all clients receive a warm welcome.

When not at work, Fiona enjoys spending time with her family, walking, swimming, singing and crocheting (but not all at the same time).

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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.
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