How we work

As independent advisers we work for you to find and arrange the most suitable financial products for your requirements.  The advice we provide is personalised to meet the needs of individuals and businesses over both the short term and the long term.  At Forward Plan we look to build long term relationships with our clients through understanding their circumstances and putting in place plans to help achieve their goals.  Throughout our relationship we look to provide a high level or service with regular contact through reviews and newsletters.

With new clients we will hold an initial meeting in which we will outline our services, how we work and our charges, discuss your existing financial arrangements, your current needs and future plans.  With your authority we will then contact the providers of your existing arrangements to obtain full information on these and transfer the servicing from a previous adviser or provider to Forward Plan.  This will allow us to obtain a full picture of your existing policies.

Once the necessary information has been obtained we carry out a thorough review of your existing policies, pensions, investments and other arrangements to ensure that they are meeting your needs.  We then provide you with a written report detailing our findings and put forward recommendations for any changes to your existing arrangements that may need to be made.

We will also identify where we believe you need to put in place new plans and explain why we recommend you do this.  Once you are happy with our advice we will assist in the completion of application forms and then process these on your behalf, making sure these go through smoothly and will keep you updated. Whilst managing your financial affairs we deal with the background administration in servicing your arrangements.

At Forward Plan we believe it is important that you are kept up to date with how your investments, pensions and policies are performing and that they are continuing to meet your requirements.  We offer you the opportunity for a review either through a written report or via a meeting.

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

Please like & share us:


Call us now on: 01303 76 76 50 or email us at: