Expert Advice for a Secure Financial Future
Forward Plan is an independent financial advisory firm based in Folkestone, Kent, providing individuals, families and businesses with comprehensive financial planning and guidance. Established in 2012 by experienced financial planners Andrew and Sheila Parmenter, we are committed to delivering tailored financial plans that meet your unique needs and goals.
Our Approach
We believe financial planning should be accessible, clear, and jargon-free. We take the time to understand your individual circumstances, goals, and anxieties to develop a personalized plan that aligns with your vision for the future. Our focus is on empowering you with the knowledge and tools needed to make informed financial decisions throughout your life.
Pensions & Investments
- Comprehensive retirement planning and analysis
- Investment portfolio review and optimization
- Estate planning and inheritance strategies
Savings & Mortgages
- Savings and investment strategies tailored to your goals
- Mortgage affordability assessment and planning
- Debt management and consolidation
Cashflow & Insurance
- Comprehensive cash flow analysis and budgeting
- Insurance review and recommendations
- Risk management planning
Equity Release & Long-Term Care
- Options for releasing equity from your home
- Planning for long-term care needs and costs
- Advice on navigating the complexities of later life financial planning
Our Values
- Independence: We are committed to unbiased and objective advice, free from any conflicts of interest.
- Transparency: Our fees are clearly communicated and agreed upon before we undertake any work.
- Accessibility: We provide clear and concise explanations in plain language, free from jargon.
- Client-Centricity: Your needs are our priority. We work collaboratively with you to develop and implement solutions that align with your goals.
Why Choose Forward Plan
Our clients benefit from:
- Experienced and qualified advisors: Our team holds professional qualifications and is passionate about delivering exceptional client service.
- Personalized and proactive advice: We take a holistic approach to financial planning, addressing all aspects of your financial life.
- Regular reviews and monitoring: We stay connected with you and regularly review your plan to ensure it remains relevant and effective over time.
Excellent Customer Service
The reviews highlight the exceptional customer service provided by Forward Plan IFA. The staff are described as friendly, and their advice is delivered in a clear and understandable manner.
Expertise and Knowledge
The company's staff, particularly Andrew, are praised for their vast knowledge and expertise in various areas, including mortgages, pensions, and investments. This expertise enables them to provide sound and informed advice to their clients.
Overall Experience
The reviewers have had a faultless experience with Forward Plan IFA, with one reviewer stating that the company is "fantastic" and another describing the advice as "great".
