FINANCIAL PLANNING LTD
Introduction. (Last updated 8/7/2019)
My name is David Jebb,
-ACII. Chartered Financial Planner through examinations set by my professional body,
-"Statement of Professional Standing" validating "Continuous Professional Development."
-owner (along with my wife Frances) of Forward Financial Planning Ltd, incorporated since 1983, regulated by Financial Conduct Authority, Covered under Financial Services Compensation scheme,Complaints proceedure with access to Financial Ombudsman Service if required.
The company "Mediates" with Investment Trusts, Open Ended Investment companies, and "dated" UK Treasury stock.
We also advise on term deposits.
We do not provide tax or legal advice but can work closely with your specialist advisers, or introduce you to approprriate advisers if you require.
Please see tab "Guidance library" written and updated by professional journalists at least annually. Please also see "What to expect from our advice process" which highlights the types of issues we will consider in the process we use to provide "Buy/Sell advice".
24/7/Access to your valuations
Specialist administration companies "Ascentric"(owned by Royal London Life) and "Transact" (owned by public listed company Integrafin Holdings PLC) are the two main providers used for audit trail,on-line valuations,and statutory reporting.
Please look under tab "Your costs/Estimate/Client agreement. This sets out our terms and conditions and includes a cost calculation tool. If you insert the amount of funds that you are seeking us to advice you on the table will provide an estimate of not only our costs but other costs that could arise. We do not have sight of this, and you can print out before coming to see us. When you actually complete business the above administration companies will produce regular reports that confirm your actual charges.
We, Jill (my PA) and I can be contacted at the office (see below) by telephone 02891826767. Clients use our answering service 24/7.
Preparing for clients to arrive