Forward Plan IFA Ltd was established in April 2012 by Andrew and Sheila Parmenter.
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.
Dear Andrew, I wanted to let you know how pleased I was with your help and support in completing my mortgage application recently. I can’t thank you enough…I will be singing your praises from now on…
Dear Andrew, I want to thank you for your financial guidance over the last 11 years..
Dear Andrew, Many thanks for the Investment Review which arrived this morning…thank you and your team for the excellent stewardship of our investments, we are most pleased with the way they have progressed
Thank you for your help and advice on my recent visit. Its been a successful outcome, so thank you once again
Andrew has helped us plan for our future over the last 15 years. We have gone from both being employed to both being self employed and through the costly time of having a family. He has always had our interests at heart and has helped us plan financially within our means.
I had retired with a variety of ‘pots’ from various employers. Andrew worked hard to understand our needs, made sound proposals for investment and administered the transfers. For us it was easy and worry free; Andrew communicated well throughout.
Andrew has helped us plan for our future over the last 15 years. We have gone from both being employed to both being self employed and through the costly time of having a family. He has always had our interests at heart and has helped us plan financially within our means.
Get a financial healthcheck with Forward Plan to make sure that you are well prepared for the future.
SOLLA Accredited Independent Financial Advisor
Forward Plan are delighted to have one of only two SOLLA accredited advisors in the local area. SOLLA is a not for profit organisation and aims to assist consumers and their families in finding trusted accredited financial advisers who understand financial needs in Later Life. SOLLA also works to raise awareness of the financial issues associated with Later Life and to improve the standards of practice of those engaged in advising older clients.
Andrew specialise in the financial needs of older people. Accreditation from SOLLA provides added reassurance that his advice, practical help and guidance will help our clients to make the right decisions at the right time. Why would anyone choose an adviser with anything less?
There may be a time in life when all your assets have been realised and that you find you still need additional income or a lump sum.
If your assets are above the government’s minimum level, you may well have to fund the costs should you require long term care.
People are the most valuable asset to any business, losing key personel can have a huge impact on a companies performance.
Divorcing couples or those who are separating often face major changes in each of their financial circumstances.
Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service
Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
Whether you’re looking to buy your first home, get your finances in order or save for the future, we can help you get on track.
We will be running free, 30 minute online sessions that are designed to help you understand the key concepts of money and give you the tools you need to take control of your finances.
These online sessions are perfect for anyone looking to make smarter financial decisions and lay the foundations for a brighter future.
Each session will offer practical tips, answer your questions, and give you the confidence to take control of your finances.
