About Us
Gary Moreton
Gary has over 9 years experience in the Financial Services Industry.
In 1998 began as an Agent for Pearl Assurance advancing to Mortgage Consultant and Financial Adviser
In 2000 he took a post as a Retail Financial Adviser with Barclays Bank dealing with all aspects of financial planning in the retail sector. Seeing his future in the independent market, in 2003 he moved to his first IFA practice in Taunton.
Founding Partner of Forward Financial Planning in 2005.
Gary's specialist areas include mortgage planning & Will writing.
Fully qualified to include The Certificate in Mortgage Advice and Practice (CeMAP) and also the full Financial Planning.
Gary looks forward to developing new client relationships and to renewing old acquaintances.
Please fill out the form below to contact Gary:
Peter Fairclough
Peter Fairclough has been in and around Financial Planning and Estate Agency since 1980.
In 1993 he qualified as a Financial Adviser with Sun Life Worked for Royal Life and more latterly, Standard Life.
In 2002 he became an Independent Financial Adviser
Professionally qualified under the Mortgage Advice Qualification (MAQ), Financial Planning Certificate (FPC) and Certificate in Lifetime Mortgages (CeLTM)
A founder Partner of Forward Financial Planning Peter was the partner responsible for introducing an in-house Estate Agency to the many services currently offered by Forward Financial Planning.
Peter looks forward to developing new client relationships and to renewing old acquaintances.
Please fill out the form below to contact Peter:
Mark Netley
Mark has over 25 years experience in the financial services industry.
He originally joined the Prudential and trained as a Financial Adviser before progressing to a very successful Section Manager in the South
-West Region.
Forever eager to progress his career Mark left the Prudential to become a fully fledged Independent Financial Advisor with English Heritage and more latterly in 2002, City Financial Planning in Taunton.
As a general broker IFA, Mark is suitably qualified to advise on all aspects of financial planning but has particular strengths in mortgages, pensions and investments.
Mark became and Associate Partner of Forward Financial Planning in 2008.
Professionally qualified under the Mortgage Advice Qualification (MAQ), Financial Planning Certificate (FPC) and Certificate in Lifetime Mortgages.
Mark is proud of the relationships he has developed with his clients and many of them have stayed with him throughout his career.
Mark looks forward to receiving all new and existing client enquiries!
Please fill out this form to contact Mark:
Lynda Wemyss
Lynda has over 20 years experience in the financial services industry.
She joined the Bridgwater Building Society as an Investments Clerk in 1976 where she quickly developed
her personal knowledge and skills to be promoted to Mortgage Advisor in the early 1990's.
The Bridgwater was later taken over by Birmingham Midshires where she progressed from the branch in to their Estate Agency outlets and another promotion to a fully qualified Financial Advisor in 1993.
A successful track record and personable nature dealing with house buyers and sellers alike saw her move back in to the mortgage sector in 1998 before another move to Alliance & Leicester gave her another challenge.
Lynda became an Independent Financial Adviser in January 2008.
Professionally qualified under the Mortgage Advice Qualification (MAQ), Financial Planning Certificate.
Lynda is proud of the relationships she has developed with her clients and many of them have stayed with her throughout her career.
Lynda looks forward to receiving all new and existing client enquiries!
Please fill out this form to contact Lynda:
Darren Chilcott
Darren has been in the Financial Services Industry since 1987 having started with Pearl Assurance as a District Advisor before moving into a training and compliance role.
On leaving Pearl in the nineties he joined Royal and Sun Alliance managing a team of Advisers in the Bristol area also offering full financial advice himself.
After Royal and Sun Alliance withdrew from the financial service market in 1999 he joined City Financial Planning as a co director again offering his clients full financial advice in all aspects of pensions , investments, mortgages. protection etc. He moved back to a Bridgwater based Financial company in the mid 2000's and specialised in the mortgage and protection market.
Darren has now relicensed in all aspects of finance and is registered on the FSA website.
Darren looks forward to receiving all new and existing client enquiries!
Please fill out this form to contact Darren:
Mark Wilson
Mark, a former Royal Marine started in the Financial Services Industry in 1996 with Pearl Assurance as a District Adviser.
He successfully gained the Financial Planning Certificate qualifications and achieved the position of Area Manager. He moved from Pearl Assurance to a Taunton based independent financial adviser concentrating in the mortgage and protection market.
Mark has subsequently opened an estate agency in Bridgwater and continues to offer advice in all aspects of the mortgage and protection market under Forward Financial Planning.
Mark looks forward to receiving all new and existing client enquiries!
Please fill out this form to contact Mark:
Created using it'seeze website design
