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Forward Plan IFA Ltd.

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Forward Plan IFA Ltd.

Overview:

We offer independent financial advice across a wide range of financial services to individuals, families and businesses. We are fee based so that you can be assured that the advice you receive and the financial plans that we recommend have been carefully selected for your own circumstances.

At Forward Plan we believe it is important to ensure that you have the correct financial arrangements in place. These arrangements are intended to support you and your family or business in the future. For example, these could be in the form of a lump sum in the event of serious illness or death, or providing an income for an enjoyable retirement.

New and existing policies are reviewed on a regular basis as a regular client review is an essential part of our services.

It is our company ethos to provide professional, independent financial advice to clients so that what we are advising is clear, jargon free and ethical. Our charging structure is transparent and we will let you know what our charges will be before we undertake any work. You will always know what you will be paying us and for what.

Andrew Parmenter is a general practitioner adviser, with over 14 years of experience helping clients achieve the financial lifestyles they want. Ably supported by an experienced team of administrators and technical experts, Andrew will work with you to help you identify your goals and to put in place the right plans to achieve them, guiding and supporting you at each and every stage to make decisions that feel right for you.

A keen sportsman, Andrew enjoys cricket, rugby and cycling, – passing on his skill and experience to the next generation through coaching junior teams.

Forward Plan IFA Ltd is directly authorised and regulated by the Financial Conduct Authority and are not owned or partly owned by a financial services provider, nor are we members of a network.

History:

Forward Plan IFA Ltd was established in April 2012 by Andrew and Sheila Parmenter.

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