01823 669 897
35A Fore Street, Wellington, Somerset, TA21 8AG
info@forwardfp.co.uk
35a Fore Street, Wellington, Somerset, TA21 8AG, United Kingdom Tel: 01823 669 897 | Fax: 0871 5944785
Forward Financial Planning is a trading name of FFP (SW) Limited a company registered in England under company number 5944323
Registered address 35A Fore Street, Wellington, Somerset TA21 8AG.
Authorised and Regulated by the Financial Services Authority No. 452318 and is registered under the Data Protection Act No. Z9523794.
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 the form below 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 the form below 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 re licensed in all aspects of finance and is registered on the FSA website.
Darren looks forward to receiving all new and existing client enquiries!
Please use the form below to contact Darren.
About us
We are a totally independent firm of financial planners and advisers which means that we will research the whole of the market for the most appropriate service or product for you, the client.
The Partnership was established in 2005 by two highly qualified individuals and with many years industry experience between them. In 2008 the firm incorporated into a Limited Company with Gary & Peter remaining the principal Directors.
Paul
Chandler
Paul joined the financial services industry in 1982 with a firm of International Insurance Brokers in Clifton, Bristol where he looked after a small team of claims handlers.
After 3 years he moved to the Eagle Star Group to further his career as an account Manager concentrating on mortgage and investment business whilst passing 9 exams to become an Associate in the Chartered Insurance Institute.
Due to family reasons he then returned to Bristol and joined Scottish Provident as a Senior Account Manager. Whilst with this company Paul built very strong relationships with key IFA's , Solicitors and Accountants developing his knowledge in trusts, business protection and the offshore investments.
In 2000 Paul was recruited by the Zurich Group to join the top sales branch in the UK in Bristol as an Executive Account Manager, to promote their full range of investment , pension and protection policies.
After 11.5 years with the group Paul was made redundant and joined a small Independent Financial Adviser locally where he advised clients direct on all aspects of financial planning. He is now professionally qualified under the financial planning certificate and has also become a Chartered Insurer of the Chartered Insurance Institute.
His clients are now benefiting from his extensive knowledge, skills and qualifications in all areas and he looks forward to renewing old acquaintances and developing new client relationships.
Please use the form below to contact Paul.
Andrew
Morgan
Andrew has over 27 years experience in the financial services industry. Starting with Pearl Assurance back in 2005 as an agent and later promoted to sales manager then eventually leaving in 1997, to join RSA as an appointed rep and becoming a specialist in the mortgage and protection market.
Within 3 years left and became a independent financial advisor with City Financial Planning, then became a partner in Abaci Ltd.
In 2005 set up his own company Morgan Associate Services Ltd for the next 7 years.
The qualification that he holds are Ce-map for mortgages. FPC 1, 2 3. financial planning certificate.
Just recently joined forward financial planning and looks forward to new and existing client enquiries
Please use the form below to contact Andrew.
