Forward Financial Planning Ltd

Financial Adviser (Restricted Whole of Market) 9 Golden Glen Road, Mountain Road, Newtownards, Belfast, County Down, BT23 4YT
FCA verified
10th September 2018
We act for you as "buyer/sellers" agent using our selected panel of world class investment managers.
We can advise you on
    • Wealth management
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Unit trusts
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Long term care
Meet our advisers
adviser-person
David Jebb ACII
Director
Where to find us

9 Golden Glen Road, Mountain Road, Newtownards, Belfast, County Down, BT23 4YT

About us

Forward Financial Planning Ltd was commenced by owner David Jebb ACII Chartered Financial Planner in 1983

We provide Guidance at our cost;
- at . The guidance will enable you to read up about your area of interest, and sign up for updates if required.
The My-Money.me website links to , where we provide information on our advice service including a costs quotation tool, and a currently work in progress a portflio builder simulator.

Our services

We specialise in pension transfers and long term care.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£0
Compliance

We are restricted by conviction, which means we will not recommend exchange traded funds, structured products, or equity release.

We place enormous importance in helping you determine your attitude to risk.

Our advice process incorporates "cash flow modelling" i.e projecting forward and seeking to answer the question "will you have enough money until the end of your life?"

We select a panel of world class managers.
If/when we consider that it is in the best interests of our clients to recommend a change we do so. For example when two of our commercial property investment trusts went to a premium of 20% above the asset value we took clients out (after discussion) and moved into property REITS trading at asset value. (One of the funds we sold can now be bought at a discount! Jan 2016)

We use FCA authorised trading platforms to provide stock and shares administration.

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