Forward Plan IFA Ltd
Initial consultation free
Independent
Forward Plan IFA Ltd – independent financial advice for you, your family and your business.
We can advise you on
Clients
helped
71helped
Minimum
pension value
£100k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£100k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
MR Andrew Parmenter
Director
Mr Chris Howe
Financial Planner
What our clients say
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Mr M
I have known Andrew for many years, and his father before that. They have been our family financial advisor since 1972. We have introduced many family members and friends over the years to both...
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Mr & Mrs B
Keeps us advised on movements of our savings/investment portfolios, advice very timely and always with full regard to our attitude to risk. Very approachable and with the ability to explain matters...
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SR
Twice annual report, advice at the end of the telephone and now instant reply on E mail and I S A investment at short notice before end of financial year. Minimal cost for financial advice and...
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ET
I have trusted my financial planning with Andrew since the second mortgage I took out in my early 20s. As a young person at that time the world of mortgage advisors seemed full of those linked to...
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TP
Andrew listens to our needs and tries to find the advice that fits us best. He always responds to questions in a timely manner and is very approachable. He is up to date .
mb
Mr B
Good advice on initial investments. Keeps me informed of current value of investments. Always available to answer questions. Is proactive in dealing with my investments
Compliance
Your home may be repossessed if you do not keep up repayments on your mortgage.
Legal information
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