Why Forward Plan IFA Ltd?

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.

At Forward Plan we believe it is important to ensure that you have the correct financial arrangements in place. These arrangements are intended to support you and your family or business in the future. For example, these could be in the form of a lump sum in the event of serious illness or death, or providing an income for an enjoyable retirement.

New and existing policies are reviewed on a regular basis as a regular client review is an essential part of our services.

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OUR EXPERIENCE

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Pensions
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Investments & Savings
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Mortgages
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Insurance
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+ years
Equity Release
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Business Protection

It is our company ethos to provide professional, independent financial advice to clients. We provide clear, jargon free, ethical advice. Our fee structure is transparent. We will inform you how much our fee will be before we undertake any work. You will always know how much you will be paying and for what.

Introducing Andrew

Andrew Parmenter is a general practitioner adviser, with over 20 years of experience helping clients achieve the financial lifestyles they want. Ably supported by an experienced team of administrators and technical experts, Andrew will work with you to help you identify your goals and to put in place the right plans to achieve them, guiding and supporting you at each and every stage to make decisions that feel right for you.

A keen sportsman, Andrew enjoys cricket, rugby and cycling, – passing on his skill and experience to the next generation through coaching junior teams.

Andrew Parmenter

Director Forward Plan
Andrew Parmenter senior advisor Forward Plan IFA
Sheila Parmenter

Sheila Parmenter

Director

Married to Andrew, Sheila works part time for the company as book keeper and provides additional office administration support. When not at work she is supporting their two boys and actively helps with the various clubs they belong to, in a variety of roles including treasurer and child protection officer. With such a variety of “hats” she counts walking the family dog as her spare time each day!

Kerren Scales Paraplanner

Kerren Scales

Paraplanner

Kerren has worked in the financial services industry for more than 30 years and has been with Forward Plan since the start. Her main focus as a Paraplanner is supporting Andrew and helping to maintain the professionalism of the advice and ongoing service Forward Plan provide. Kerren holds the Diploma in Financial Planning (Level 4) and continues to study towards Charted status.

In her spare time, Kerren enjoys visiting the theatre and cinema and taking holidays in faraway places.

Sarah Leonard Financial Services

Sarah Leonard

Administrator

Sarah began her career in financial services in 2002 when she joined NatWest and then moved to the IFA sector in July 2007. After a short break for maternity leave Sarah joined Forward Plan in June 2014. Her main focus is administration.

Sarah is also a school governor and active member of the PFA at her children’s school. In her spare time, Sarah enjoys going to the gym, walking her 2 dogs and going to the theatre.

Finley Apprentice at Forward Plan IFA

Finley Pleace

Apprentice

Finley is the newest member of the team. He has recently completed his A-Level studies at Queen Elizabeth’s Grammar School, Faversham, and is looking to start a career in the financial services sector.

Outside of work Finley’s main hobby includes following his favourite football team up and down the country.

Are your finances in good shape?

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

Forward Plan IFA Ltd is directly authorised and regulated by the Financial Conduct Authority and are not owned or partly owned by a financial services provider, nor are we members of a network.