FORWARD

FINANCIAL PLANNING LTD

About Us

(Last updated  1/3/2021)

FCA have confirmed that our permissions are cancelled with effect 1.3.2021. This means I am no longer authorised to provide regulated financial advice. This website will be taken down 20/6/2021. Please see history below and in particular my limited offer to past clients which closes 20.6.2021

Notice from David Jebb Chartered Financial Planner  

After 41 years of providing financial advice to my clients I am pleased to say that I have decided to take a step back in 2021 to spend more time with my family and to enjoy semi retirement. I have  submitted an application to the Financial Conduct Authority (FCA) to cancel all permissions to carry out regulated activities. After 28/02/2021 I will cease to provide regulated financial advice.

To ensure that all existing and past clients continue to receive good advice I have made arrangements with www.hillsfinancialplanning.co.uk The arrangement includes my providing consultancy services to Hills (but not regulated financial client advice.)

For current clients with a client agreement Hills have agreed to take responsibility for advice going forward. Introductions are in progress with all existing clients to be introduced by a target date of 31/3/2021

For previous customers who do not have a client agreement I am making a limited offer which closes 20/6/2021

(In November 2004 a contract between Forward Financial Planning Ltd and  RUC AA terminated, we ceased to operate the Forge Financial Planning brand and wrote to all then current customers inviting them to a meeting to discuss their ongoing requirements. In June 2011 we again contacted all people on our data base who had not availed of our previous offer with a further  offer to meet to discuss renewing our business relationship. In the summer of 2017 we removed from our data base and recycled all files of any previous customers who had still not signed a client agreement.)

To any previous customer (and spouse) in the above category I am offering to meet at my office to rebuild a client  file for an introduction to Hills. This offer is at my cost. In addition Hills are providing me with a voucher to provide at the meeting entitling  a further free initial consultation from Hills and a discount of Hill's normal fees.  

I confirm the offer could be particularly helpful to anyone in the process of financial change due possibly to retirement, need for long term care, or downsizing after bereavement.  

The offer is not open to persons with no previous business connection.

 

 -message  07802 896382

-email david.jebb@forward.ie

 

 

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