FORWARD

FINANCIAL PLANNING LTD

About Us

Introduction.  (Last updated 6/6/2019)

My  name is David Jebb, ACII Chartered Financial Planner through examinations set by my professional body, owner of a financial adviser business started on a self employed basis in 1980, and incorporated as Forward Financial Planning Ltd in 1983.

Financial planning advice and Mediation services

Please see under tab "What to expect from our advice process"

Our Charges

I confirm there will never be any commercial incentive in any product recommendation. For a personalised estimate of costs look under tab  "Your Costs/Estimate/Client agreement" Insert the total amount of investments you wish to be advised on and receive an immediate estimate of costs.If anything not clear please ask and I will aim to clarify any questions.

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, online valuations,and statutory reporting

Contact us

We, Jill (my PA) and I can be contacted at the office (see below) by telephone 02891826767. Clients use our answering service 24/7.  

The best way to find out if our services may help you is to take a look under the "guidance library tab" and then complete the "enquiry tab" giving a brief summary of your area of interest and how you wish me to reply.

 

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