Everyday Financial Advice

Our everyday financial advice service is for those financial decisions that fall outside of our wealth management services.
Our Services

Financial advice when you need it

When choosing essential products such as mortgages and life cover, it is important to pick the right plans for you and your family. As independent advisers, we have access to products across the market allowing you to feel confident that you have found the best solution for your needs.

Our Everyday Financial Advice Services

Our everyday financial advice service includes advice and support on the following:
Buying a house, whether it is a family home or an investment purchase, is widely known as one of the most stressful life events. The process is fraught with potential pitfalls and sourcing a mortgage can be bewildering and overwhelming.

If you are buying a new home, there will be many mortgage products available to you. But where do you start with each offering varying rates and having different lending and affordability criteria? We can help you navigate the mortgage maze and secure the right product for you, whatever your circumstances.

We are independent, so we have no ties to any particular lender and can see products across the mortgage market. These factors ensure we will be able to find you a mortgage that is right for your circumstances and we will take care of the entire process – from sourcing your mortgage to making the application and following it through to completion.
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Life insurance is a critical yet often overlooked area of planning. Most of us do not want to dwell on and plan for our death, however, putting the right financial protection in place will safeguard your family’s financial future.

As with mortgages, there are many protection policies available to you and finding one that meets your exacting requirements is key to providing peace of mind and protecting your family’s future.

With an understanding of your financial and family circumstances we will source the right protection products for you. As things change over time, we can help review your protection policies, so they continue to meet your needs.
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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.
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