FORWARD

FINANCIAL PLANNING LTD

About Us

Welcome.

Forward Financial Planning is both a family business and a financial  advice process.

We incorporated in 1983. Our advice process is regulated by the Financial Conduct Authority.

We will recommend investments you should buy, sell or hold to create a portfolio bespoke to you. (The regulator describes this as a "bundled package of investment components")

See sidebar to left- "What to expect from our advice process"

Our Charges

We charge advised clients a minimum monthly retainer of £150, and additional charges on portfolios over £180,000.

Currently we cap our charges on portfolios over £1.6M

See sidebar to left - "Your Costs/Estimate/Client agreement"

How you become our "Advised client"

Before we provide advice we ask you to confirm that you are in agreement with the terms of our "Client agreement"

(see above) and provide personal information.

See sidebar to left - "Survey Application"

Personal service is very important to us, so if you would like in the first instance to have an informal without obligation chat please contact Anne (my PA) Monday to Thursday 9.00AM -4.45PM  02891826767

David Jebb ACII (Chartered Financial Planner)

 

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