At Forward Financial Planning we offer a comprehensive financial review and advice service to clients both old and new. We are an established and progressive Independent Financial Adviser company looking to stand out from the crowd for the right reasons! Our core business areas include advising on individual and company pension schemes, savings and investments, long term care, both personal and business protection and all types of mortgages.
We adopt a philosophy of "Best Advice from the Best Adviser" which means that you will see the most suitably qualified adviser for your enquiry. A financial adviser's client bank is extremely diverse and in any one week we could be talking to people about protecting their mortgage to investing their lottery winnings! Most people recognise that it is wise to save a part of their income on a regular basis, to achieve their short or long term goals or to meet future income needs.
The protection of an individual's estate against Inheritance Tax (IHT) can be quite complex and often due to these complexities some people simply chose to ignore the huge savings a little time and effort can have on passing on your wealth to your family.
We adopt a philosophy of "Best Advice from the Best Adviser" which means that you will see the most suitably qualified adviser for your enquiry. A financial adviser's client bank is extremely diverse and in any one week we could be talking to people about protecting their mortgage to investing their lottery winnings! Most people recognise that it is wise to save a part of their income on a regular basis, to achieve their short or long term goals or to meet future income needs.
The protection of an individual's estate against Inheritance Tax (IHT) can be quite complex and often due to these complexities some people simply chose to ignore the huge savings a little time and effort can have on passing on your wealth to your family.
Services
We are a totally independent firm of financial planners and advisers which means that we will research the whole of the market for the most appropriate service or product for you, the client.
The Partnership was established in 2005 by two highly qualified individuals and with many years industry experience between them.
In 2008 the firm incorporated into a Limited Company with Gary & Peter remaining the principal Directors.
Gary has over 20 years experience in the Financial Services Industry and began his career as an Agent for Pearl Assurance quickly advancing to Mortgage Consultant and Financial Adviser.
The Partnership was established in 2005 by two highly qualified individuals and with many years industry experience between them.
In 2008 the firm incorporated into a Limited Company with Gary & Peter remaining the principal Directors.
Gary has over 20 years experience in the Financial Services Industry and began his career as an Agent for Pearl Assurance quickly advancing to Mortgage Consultant and Financial Adviser.
There are so many things to think about that sometimes the financial aspects get a little tedious and decisions can easily be made without considering all of the facts.
To help you decide on the type of mortgage that may be most suitable for you, why not try answering the following questions.
Do you prefer to have the certainty that your mortgage loan is repaid at the end of the term?.
You are not concerned with making regular monthly contributions towards repaying the capital element of the mortgage.
To help you decide on the type of mortgage that may be most suitable for you, why not try answering the following questions.
Do you prefer to have the certainty that your mortgage loan is repaid at the end of the term?.
You are not concerned with making regular monthly contributions towards repaying the capital element of the mortgage.
Most people recognise that it is wise to plan for their retirement.
This is especially true for those who are hoping to retire before the usual State Retirement ages.
Putting aside a regular amount of money during your working life is probably the best method to ensure that you will have sufficient income during your retirement.
Investing into a Pension plan has historically been the most popular method of making these regular commitments.
The tax advantages offered by the UK Government provide the opportunity for your Pension Fund to grow with virtually no tax.
This is especially true for those who are hoping to retire before the usual State Retirement ages.
Putting aside a regular amount of money during your working life is probably the best method to ensure that you will have sufficient income during your retirement.
Investing into a Pension plan has historically been the most popular method of making these regular commitments.
The tax advantages offered by the UK Government provide the opportunity for your Pension Fund to grow with virtually no tax.
The protection of an individual's estate against Inheritance Tax (IHT) can be quite complex and often due to these complexities some people simply chose to ignore the huge savings a little time and effort can have on passing on your wealth to your family.
Our experienced advisers are qualified to help you mitigate against IHT in the simplest of ways with the minimum of fuss and we work closely with professional connections such as Solicitors and Accountants who can assist us by writing your Will and calculating any likely IHT liabilities.
Our experienced advisers are qualified to help you mitigate against IHT in the simplest of ways with the minimum of fuss and we work closely with professional connections such as Solicitors and Accountants who can assist us by writing your Will and calculating any likely IHT liabilities.
There will be a minimum fee of 1200 for this type of advice with the first 300 payable upfront.
We may also receive a procuration fee from the lender which will be disclosed to you in full at the time of the application.
Do you need money but want to stay in your own home rather than move to a smaller property?
We have fully qualified advisers able to give advice and make recommendations in this extremely specialised area of financial planning.
We may also receive a procuration fee from the lender which will be disclosed to you in full at the time of the application.
Do you need money but want to stay in your own home rather than move to a smaller property?
We have fully qualified advisers able to give advice and make recommendations in this extremely specialised area of financial planning.
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