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Forward Plan
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Category Archives: Financial Advice

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The Autumn Budget 2025

The Autumn Budget 2025

Financial Advice, Insurance, Pensions, TaxBy Samphire12th December 2025Leave a comment

A brief overview of some of the main points from a financial planning perspective from the Budget. Perhaps the most newsworthy point was the accidental release of the OBR report prior to the Chancellor announcing the Budget in the House of Commons. Other notable headlines are that things that were expected didn’t happen, such as…

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HOW WE WORK AS AN INDEPENDENT FINANCIAL ADVISER

HOW WE WORK AS AN INDEPENDENT FINANCIAL ADVISER IN FOLKESTONE KENT

Financial AdviceBy Andrew Parmenter14th July 2025Leave a comment

If you’re looking for an independent financial adviser in Folkestone, Kent, you may be wondering how we work and what to expect from our services. At Forward Plan, we often receive questions from prospective clients about how our process works, and we’re happy to explain. People often have dreams and aspirations, but without a solid…

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Shareholder Protection - A Business Necessity

A Business Necessity

Business, Financial Advice, ProtectionBy Andrew Parmenter5th July 2023Leave a comment

We are not Immortal! Have you considered what would happen if you or a co-owner of your business died or was too ill to be able to continue working? Or what would happen to your share of the business if you died or were too ill to work? At Forward Plan we can help put…

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The Business Partner

Andrew on Academy FM

Financial AdviceBy Andrew Parmenter1st November 2022Leave a comment

Listen to “The Business Partner – November 2022” on Spreaker.

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Financial Adviser

Why I Enjoy Being a Financial Adviser…….

Financial AdviceBy Andrew Parmenter21st October 2020Leave a comment

I guess I’m just one of those fortunate people that works in an industry they really enjoy. Of course being a professional sportsman with the adulation of the crowd and a monstrous salary would be great too, but maybe it’s a little late for such a drastic career change! The reason why I enjoy being…

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ForwardPlan IFA

Forward Plan is an independent financial advisory firm providing you with the advice to help you make your own decisions about how best to approach the financial aspects of your life and make the right financial decisions for you, your family and your business.

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    Mon - Fri: 8.30AM - 5PM
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    01303 767650

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Registered in England No. 07837873.
Registered Address: 1-2 Rhodium Point, Spindle Close, Hawkinge, Folkestone, Kent, CT18 7TQ

Authorised and regulated by the Financial Conduct Authority. We are entered on the FCA Register No 572891. Search | FCA

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© Forward Plan IFA - 2025. All rights reserved. | Site by Samphire
  • Home
  • About
  • Services
    • Pensions
    • Investments & Savings
    • Mortgages
    • Cashflow Planning
    • Insurance
    • Equity Release
    • Long Term Care
    • Financial Planning in Divorce
    • Business Protection
    • Jargon Buster
  • Financial Healthcheck
  • Blog
  • Contact
  • Client Portal
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