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.

Gary Moreton

Gary MoretonPOSITION:
Partner

QUALIFICATIONS:
Financial Planning Certificate (1, 2 & 3)
Certificate of Mortgage Advice and Practice (CeMAP)
Level 4 Diploma in Mortgage Advice and Practice (DipMAP)

INDUSTRY EXPERIENCE:
Gary has over 20 years experience in the Financial Services Industry and began his career as an Agent for Pearl Assurance quickly advancing to Mortgage Consultant and Financial Adviser.

He has also worked as a 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 and later became a Founding Partner of Forward Financial Planning in 2005.

Gary looks forward to developing new client relationships and to renewing old acquaintances.

SPECIALIST AREA:
Mortgages and Protection

PERSONAL INTERESTS:
Out of work Gary is a keen gardener and is a member of his local Skittles team. He also enjoys playing society golf and is an active member of Enmore Park Golf Club in Bridgwater.

Please fill out the form below to contact Gary.

    Your Name (required)

    Your Email (required)

    Subject

    Your Message

    Valerie Brown

    Valerie BrownPOSITION:
    Administration Manager

    QUALIFICATIONS:
    RSA Typewriting All Stages – Distinction
    SESAME Office Trained – Financial Services Authority
    Intelligent Office Administrator Training

    INDUSTRY EXPERIENCE:
    Val joined Forward Financial Planning in March 2012 having over 4 years experience from a previous role in the financial services industry.

    SPECIALIST AREA:
    Back Office systems and IT functionality

    PERSONAL INTERESTS:
    Outside of work Val’s interests include running where she is an active member of Taunton Running Club and regularly attends her local Parkrun. She enjoys spending time with her family and looking after the family’s horses and goat!

    Please fill out the form below to contact Valerie.

      Your Name (required)

      Your Email (required)

      Subject

      Your Message

      Andrew Govier

      Valerie BrownPOSITION:
      Mortgage & Protection Advisor

      QUALIFICATIONS:
      The Chartered Insurance Institute
      CF1 UK financial services, regulation and ethics
      CF6 Mortgage Advice

      INDUSTRY EXPERIENCE:
      Andrew has worked in the Financial Services industry since 2014. He is qualified to provide mortgage and protection advice. He has built a good customer base with two local financial services companies prior to joining Forward. Before retraining he worked in various roles in central and local government, including serving the local community for over 25 years as a local councillor.

      SPECIALIST AREA:
      Mortgages and Protection

      PERSONAL INTERESTS:
      In his spare time Andrew is an avid sports fan who enjoys watching all sports, particularly local football. When not watching sport, he likes to relax by going the coast and for country walks with his wife Jacqui.

      Please fill out the form below to contact Andrew.

        Your Name (required)

        Your Email (required)

        Subject

        Your Message

        Sharon Bridge

        POSITION:
        Administration Assistant

        QUALIFICATIONS:
        Financial Planning Certificate – Level 1

        INDUSTRY EXPERIENCE:
        Sharon joined Forward Financial Planning in July 2019 & has over 16 years’ experience working for Independent Financial Advisers.

        SPECIALIST AREA:
        Sharon has been fully integrated with the running of the new business submissions and back office administration working closely with all the Advisers to oversee compliance and paperwork to expedite successful client outcomes.

        PERSONAL INTERESTS:
        Outside of work Sharon’s interests include Zumba, watching rugby, going to the theatre & reading. She enjoys spending time with her family & friends

        Please fill out the form below to contact Sharon.

          Your Name (required)

          Your Email (required)

          Subject

          Your Message

          Peter Fairclough

          Peter FaircloughPOSITION:
          Partner

          QUALIFICATIONS:
          Financial Planning Certificate (1, 2 & 3)
          Certificate of Mortgage Advice Qualification (MAQ)
          Level 3 Certificate in Lifetime Mortgages (CeLTM)
          Level 4 Diploma in Advanced Financial Advice (DipFA)

          INDUSTRY EXPERIENCE:
          Peter has over 22 years experience in the Financial Services Industry and began his career as a Mortgage Adviser for a national chain of Estate Agents in the Home Counties.

          He quickly moved in to full Financial Planning roles and has worked with Royal Life, Sun Life and more recently Standard Life before becoming an Independent Financial Adviser in 2002 in Taunton.

          In 2005 Peter became a Founding Partner of Forward Financial Planning.

          Peter is proud of the relationships he has developed over the years with his clients and he looks forward to developing new client relationships and to renewing old acquaintances.

          SPECIALIST AREA:
          Investments, Savings, Pensions and Protection

          PERSONAL INTERESTS:
          Out of work Peter enjoys playing society golf and is an avid spectator of most sports. He is a keen Fly Fisherman and enjoys most outdoor pursuits and long walks with his two Golden Retrievers.

          Please fill out the form below to contact Peter.

            Your Name (required)

            Your Email (required)

            Subject

            Your Message

            Lynda Wemyss

            Lynda WemyssPOSITION:
            Associate Partner

            QUALIFICATIONS:
            Financial Planning Certificate (1, 2 & 3).
            Certificate of Mortgage Advice and Practice (CeMAP)
            Level 4 Diploma in Mortgage Advice and Practice (DipMAP)

            INDUSTRY EXPERIENCE:
            Lynda has over 30 years experience in the Financial Services industry holding various positions locally within a number of high profile Estate Agents, Banks and Building Societies and has just celebrated her 10th Anniversary with the firm.

            Lynda is proud of the relationships she has developed over the years with her clients and she believes continuity of advice has been key in her success in understanding her clients needs. She looks forward to developing new client relationships and to renewing old acquaintances.

            SPECIALIST AREA:
            Mortgages and Protection

            PERSONAL INTERESTS:
            In her spare time Lynda is an outdoor person enjoying long walks with her dog and is a keen cyclist. She enjoys watching most sports and is a Season Ticket Holder at Somerset County Cricket Club and Exeter Chiefs Rugby Club.

            Please fill out the form below to contact Lynda.

              Your Name (required)

              Your Email (required)

              Subject

              Your Message

              Samuel Gerrard

              POSITION:
              Mortgage Advisor

              QUALIFICATIONS:
              Certificate of Mortgage Advice and Practice (CeMAP)

              INDUSTRY EXPERIENCE:
              Sam has recently joined the Financial Services industry after completing his Certificate of Mortgage Advice and Practice (CeMAP) in December 2017. Prior to which Sam worked for a global Law Firm handling Professional Indemnity and Directors and Officers Insurance Claims.

              SPECIALIST AREA:
              Mortgages and Protection

              PERSONAL INTERESTS:
              In his spare time Sam is an avid sports fan who will watch almost anything competitive. He also enjoys playing 5-a-side football and golf, with the latter taking preference in recent years. Additionally Sam is a horse racing enthusiast and regularly attends race days with friends and family.

              Please fill out the form below to contact Samuel.

                Your Name (required)

                Your Email (required)

                Subject

                Your Message

                Andy Escott

                POSITION:
                Associate Partner

                QUALIFICATIONS:
                Member of Society of Later Life Advisers (SOLLA)
                CISI Certified Financial Planner (CFP) (level 6 qualification)
                CII Advanced Diploma AF5 Financial Planning Process
                CII Diploma in Financial Planning (level 4 qualification) (J01, R01, R02, R04 & SV1)
                CII ER1 Equity Release
                CII CF8 Long Term Care Insurance
                CII Certificate (FP1, FP2 & FP3)

                INDUSTRY EXPERIENCE:
                Andy has over 25 years experience in the Financial Services Industry. The majority of this was spent at Hargreaves Lansdown before moving to St James’s Place. However, he feels he is best able to provide for his clients needs in the independent market, and has joined Forward Financial Planning in January 2018 to facilitate this.

                Andy looks forward to continuing to look after established clients whilst developing new client relationships.

                SPECIALIST AREA:
                Providing independent advice for individuals and businesses, specialising in investment planning, pre and post retirement planning, inheritance tax planning and long term care advice.

                PERSONAL INTERESTS:
                Out of work Andy enjoys holidays with his family, is a member of his local skittles team, enjoys playing society golf and is a keen spectator of most sports especially Football.

                Please fill out the form below to contact Andy.

                  Your Name (required)

                  Your Email (required)

                  Subject

                  Your Message