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.

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Mark Netley

Mark NetleyPOSITION:
Associate Partner

QUALIFICATIONS:
Financial Planning Certificate (1, 2 & 3)
Level 3 Certificate in Mortgage Advice & Practice (CEMAP)
Level 3 Certificate in Financial Planning and Lifetime Mortgages Activities
Level 3 Certificate in Financial Planning and Long Term Care Insurance
Level 4 Diploma in Advanced Financial Advice (DipFA)

INDUSTRY EXPERIENCE:
Mark started in the Financial Services Industry in 1981 and began his career as a District Agent for The Prudential before achieving an early promotion to a Section Manager covering the South West.
Seeing his future in the independent market, in 2001 he moved to his first IFA practice in Worcester and later joined Forward Financial Planning in 2008 where he was the first team member to attain the Level 4 Diploma in Advanced Financial Advice.
Mark 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 Mark enjoys playing society golf and is an avid spectator of most sports; in particular Formula 1 and Rugby Union. With his family he enjoys regular holidays in Devon & Cornwall utilising his motor-home, Wildlife Photography and walking.

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Darren Chilcott

Darren ChilcottPOSITION:
Associate Partner

QUALIFICATIONS:
Financial Planning Certificate (1, 2 & 3)
Certificate in Equity Release CeRER
Advanced Certificate of Mortgage Advice and Practice (Adv CeMAP)
Level 4 Diploma in Advanced Financial Advice (DipFA)

INDUSTRY EXPERIENCE:
Darren has over 30 years experience in the Financial Services Industry and began his career as a District Adviser for Pearl Assurance quickly advancing to Management, Training and Compliance roles. Seeing his future in the independent market, in 1999 he moved to his first IFA practice in Bath and later joined Forward Financial Planning in 2010. Darren works from our Bridgwater Office where he has built strong client relationships over many years and has built an enviable reputation locally as a Mortgage Adviser.
Darren looks forward to developing new client relationships and to renewing old acquaintances.

SPECIALIST AREA:
Mortgages, Protection, General Insurance and Pensions

PERSONAL INTERESTS:
Out of work Darren enjoys playing society golf and is an avid spectator of most sports especially Football and Rugby Union.

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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!

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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.

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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.

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Steven Griffiths

Steven GriffithsPOSITION:
Client Management Executive and Introducer (Non-Advisory)

QUALIFICATIONS:
Financial Planning Certificate (1, 2 & 3)
RO4 Personal Taxation
Level 4 Diploma in Advanced Financial Advice (DipFA)

INDUSTRY EXPERIENCE:
Steve has over 22 years’ experience in the Financial Services Industry and began his career as a Savings & Investment Adviser for TSB Trust Company in the Home Counties. In 1996 he relocated to the West Country where he took a post as a Mortgage Adviser with a national chain of Estate Agents quickly returning in to Financial Advice with Standard Life a year later. In 2003 Steve became an Independent Financial Adviser with a national IFA company before joining Forward Financial Planning in 2012.
Steve’s new role within the firm is to build on existing client relationships and develop longevity of association with the firm from within the wider family members in a non-advisory capacity. In his introducer role he will look to guide the client to the right adviser for them and manage the transition in a smooth and professional manner as always.
Steve looks forward to developing new client relationships in addition and to renewing old acquaintances.

SPECIALIST AREA:
Client relationships

PERSONAL INTERESTS:
Out of work Steve enjoys playing society golf and is an active member of Wrangaton Golf Club. He is also an avid spectator of most sports and can be regularly seen at many local horse racing events. He is widely travelled and enjoys frequent holidays throughout Europe.

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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.

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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.

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