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.