Forward Financial Planning Ltd

Restricted - Whole of Market  9 Golden Glen Road, Belfast, County Down, BT23 4YT
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FCA authorised
Last authorised 1st March 2021
We act for you as "buyer/sellers" agent using our selected panel of world class investment managers.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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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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Buy my next home
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Buy to let
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Buying first home
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Next home / Remortgaging
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Wealth management
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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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Unit trusts
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Lump sum
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National savings
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Life insurance
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Corporate pension
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Group Pension/Stakeholder
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Group life insurance
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Long term care
Meet our advisers
MR David Jebb ACII
Director
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 <url hidden>. 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 <url hidden>, 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.

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

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

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