Welcome to Forward Plan

Forward Plan IFA Ltd – independent financial advice for you, your family and your business

Forward Plan is an independent financial advisory firm providing you with the advice to help you make your own decisions about how best to approach the financial aspects of your life and make the right financial decisions for you, your family and your business.  Everyone is unique and therefore advice is always tailored to your individual requirements.

Why choose forward plan?

  • Because we care
  • Advice to fit your own circumstances; not one size fits all
  • Over 20 years experience
  • Friendly and professional
  • Truly independent advice
  • Clear charging structure
  • We take the jargon out of financial advice
  • We know the market so that you don’t have to!

And it doesn’t just stop there!  The ethos of Forward Plan is to provide on-going advice over many years, and dependent on your circumstances we will regularly review your policies and investments as part of our service to you.

We operate a totally transparent pricing policy which means that you will always know what our charges will be.

To arrange a meeting or a financial healthcheck, call us now on 01303 76 76 50.

Given the current financial situation, keeping up to date with your investments and pensions is vital.  we at Forward Plan give you the best possible advice to make sure your money works for you.

Forward Plan IFA Ltd
5th Floor
Civic Centre
Castle Hill Avenue
CT20 2QY

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


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Call us now on: 01303 76 76 50 or email us at: advice@forward-plan.co.uk