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!
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.