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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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 25 years of experience helping clients achieve the financial lifestyles they want. Andrew is an accredited later life adviser with the Society of Later Life Advisers.

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, cycling and skiing. He also enjoys walking the family dogs, working cocker spaniels, Middy and Merlot.

Andrew Parmenter

Director Forward Plan
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Sheila Parmenter

Director

Married to Andrew, Sheila works for the company as book keeper and provides additional office administration support. Now their two sons are adult and have left home, her spare time is spent looking after their semi-retired horse, walking their two dogs and finally catching up with old friends!

She still undertakes voluntary work with Pony Club and helps at local horse events.

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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.