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Forward Financial Planning

Contact Us:

Main Office - Tel: 01823 669 897
Bridgwater Office - Tel: 01278 455334

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Independent Financial Advisors

At Forward Financial Planning we offer a comprehensive financial review and advice service to clients both old and new.

We are an established and progressive Independent Financial Adviser company looking to stand out from the crowd for the right reasons!

Our core business areas include advising on individual and company pension schemes, savings and investments, long term care, both personal and business protection and all types of mortgages.

We adopt a philosophy of "Best Advice from the Best Adviser" which means that you will see the most suitably qualified adviser for your enquiry.

A financial adviser's client bank is extremely diverse and in any one week we could be talking to people about protecting their mortgage to investing their lottery winnings!

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Coronavirus Update

As a company we have decided to put in place measures to reduce risks to clients and staff. For the moment, we have decided it is sensible not to provide a face to face client meeting for the time being, instead offering a review / advice over the phone and via the post / secure email.

This is a temporary measure to try and help control any future spread of Coronavirus. As our consultants travel around much of the country and see many different people each week, we feel this is a sensible precautionary measure to mitigate risks to clients.

We are making full use of remote working to minimise any risk of the virus entering our workplace and we feel we are now robustly positioned to look after your finances through this period.

Mortgage Advice

Mortgage Advice

Buying your home is one of the most exciting experiences of your life. There are so many things to think about that sometimes the financial aspects...

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Equity Release

Equity Release

More and more people are finding themselves in this position and are seeking a solution. Releasing some of the capital in your home might be the...

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Savings & Investments

Savings & Investments

Most people recognise that it is wise to save a part of their income on a regular basis, to achieve their short or long term goals or to meet future income needs...

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Pensions

Pensions

Most people recognise that it is wise to plan for their retirement. This is especially true for those who are hoping to retire before the usual...

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IHT & Estate Planning

Wills & Estate Planning

The protection of an individual’s estate against Inheritance Tax (IHT) can be quite complex and often due to these complexities some people simply chose to ignore the huge savings a little time and effort can have on passing on your wealth to your family.

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Long Term Care

Long Term Care

As SOLLA (Society of Latter Life Advisers) registered advisers, we strive to find a positive picture of what ‘a good life’ looks like and how financial planning can make a real difference…

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Life Cover & Protection

Life Cover & Protection

Looking after your family and ensuring that there are adequate funds to cope with the unexpected will probably form the cornerstone of your financial...

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House Insurance

House Insurance

Ensuring you have the right buildings insurance policy is crucial in case the worst should happen to your home. A buildings insurance policy needs to....

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Contact Us

Contact Us

We are a firm of financial advisers which means that we will research the whole of the market for the most appropriate service or product for you...

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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.

Contact Us

Main Office
35 Fore Street, Wellington, Somerset, TA21 8AG.
Tel: 01823 669 897 | Fax: 0871 5944785

Bridgwater Office
Chandos House, 8 Chandos Street, Bridgwater, Somerset, TA6 3DL.
Tel: 01278 455334

Company Information

Forward Financial Planning is a trading name of FFP (SW) Limited a company registered in England under company number 5944323.
Registered address 35 Fore Street, Wellington, Somerset TA21 8AG.
Authorised and Regulated by the Financial Conduct Authority No. 452318 and is registered under the Data Protection Act No. Z9523794.

  • Home
  • About Us
  • Mortgage Advice
  • Pensions
  • IHT & Estate Planning
  • House Insurance
  • Equity Release
  • Savings and Investments
  • Life Cover and Protection
  • Contact Us
  • Customer Privacy Notice
  • Site Map
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