Forecast Financial Planning Limited

Independent Financial Adviser  South Efford House, Lymington, Everton, SO41 0JD
First meeting at adviser's own cost
Financial Planning Changes Lives
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy to let
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Equity release
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 16th November 2020
Meet our advisers
Geoff Dunk DipPFS, Certs (CII & ER)
Director

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

What our clients say
Very professional and made the financial world a lot easier to understand, took time to make enquiries for us to enable us to move forward for a plan for our retirement and life insurances as well as our pensions. I would highly recommend Geoff to all our friends, family and colleagues
Mrs D M, Lymington
I have been meaning to write since the funeral. David has left such a large hole in our lives, he was so wonderful, I can’t believe how much I miss him. I want to thank you for everything you have done. I really do appreciate it all. David always said I could rely on you. Thank you so very much
Mrs D S, London
Our services

Financial planning is about helping clients to articulate, achieve and maintain their desired lifestyle with the confidence that they will not run out of money in any circumstance or die with too much. It gives them peace of mind.
We specialise in retirement planning, investments and later life planning.

Where to find us
Head office address: South Efford House, Milford Road, Lymington, Everton, SO41 0JD
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£500,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 16th November 2020

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For your financial future