Retirement planning isn’t just about pensions and what you might get when you retire.
Saving on a regular basis, your money should be invested wisely so that its spending power is protected.
Whether you are looking to buy a home, require more space for the family or are looking for an investment property.
Looking after your family and ensuring that there are adequate funds to cope with the unexpected.

Why Forward Plan IFA Ltd?

The Financial Ombudsman Service

About Our Company

Forward Plan IFA Ltd was established in April 2012 by Andrew and Sheila Parmenter.

We offer independent financial advice across a wide range of financial services to individuals, families and businesses.  We are fee based so that you can be assured that the advice you receive and the financial plans that we recommend have been carefully selected for your own circumstances.

MORE ABOUT OUR COMPANY

Independent

It is our company ethos to provide professional, independent financial advice to clients.

Transparent

Our charging structure is transparent and we will let you know what our charges will be before we undertake any work.

Jargon Free

Our advice to our clients is always clear, ethical and jargon free.

Review

It is important that you are kept up to date with how your investments are performing and that they are continuing to meet your objectives. We offer you the opportunity for a review either through a written report or via a face to face meeting at least once a year.

Reviews and Ratings for Financial adviser Andrew Parmenter, Canterbury

Are your finances in good shape?

Get a financial healthcheck with Forward Plan to make sure that you are well prepared for the future.

Other Services We Provide

WHY WORK WITH US

Industry Experience

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Brilliant Team

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Creative & Professional

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Complex Sollutions

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100% Result Guarantee

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5 MAIN REASONS TO CHOOSE US

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Not Satisfied With Our Service

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

The Financial Ombudsman Service