Forward Plan IFA Ltd – independent financial advice for you, your family and your business.
We have adapted our working practices so we can continue to advise clients through the pandemic and offer online meetings rather than face to face.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
AwPETR - Award in Pension Transfers
This qualification assesses a knowledge and understanding of pension transfer options available and their implications, including income options, legislation and regulations impacting pension transfers, transitional issues as a result of different forms of protection, and the relationship between pension returns and options and investment and capital risk.
What our clients say
I have known Andrew for many years, and his father before that. They have been our family financial advisor since 1972. We have introduced many family members and friends over the years to both Andrew and Piers, and would not have done so if we had not the fullest of confidence in their integrity, honesty and professional ability. Andrew is personable and takes a personal interest in every aspect of our family thus ensuring that we receive the very best current advice possible. He is supported by Kerren Scales, who also provides excellent support and advice when needed. Together they make an excellent team and able to give that very personal touch other larger financial institutions cannot emulate. The continuity over the past 50 years has been the bedrock of this family business.
Mr M, Berks
I have trusted my financial planning with Andrew since the second mortgage I took out in my early 20s. As a young person at that time the world of mortgage advisors seemed full of those linked to companies but promising that they were independent. Andrew was very different and extremely ethical in his approach. Friendly and down to earth practical advice and very knowledgeable and experienced in what he does. Has always given me excellent advice and made stressful times very easy. Andrew is trustworthy and provides good value for money in the services he provides.
Keeps us advised on movements of our savings/investment portfolios, advice very timely and always with full regard to our attitude to risk. Very approachable and with the ability to explain matters in an uncomplicated fashion.
Mr & Mrs B, Kent
Andrew listens to our needs and tries to find the advice that fits us best. He always responds to questions in a timely manner and is very approachable. He is up to date .
Twice annual report, advice at the end of the telephone and now instant reply on E mail and I S A investment at short notice before end of financial year. Minimal cost for financial advice and purchase of investments. Clarity of financial reports showing exactly the value of my investments at time of purchase and present time with direct comparisons for each investment.
Good advice on initial investments. Keeps me informed of current value of investments. Always available to answer questions. Is proactive in dealing with my investments
Mr B, Kent
We have always found Andrew to be very efficient, easy to talk to and makes it simple for us to come to investment decisions. We always receive updates on our investments & should we have any queries they are always dealt with quickly.
A professional and friendly local firm, Forward Plan IFA Ltd provides independent advice to individuals and companies, both locally and around the UK.
We can help you with:
• Investment Planning and Reviews
• Retirement Planning
• Income in Retirement
• Pension Freedoms
• Life Insurance and Income Protection
• Inheritance Tax Planning
• Long Term Care Planning and Equity Release
• Corporate Financial Planning, (employee benefits, work place pensions)
As totally independent advisers we work with you to find and arrange the most suitable financial solutions for your requirements. Our advice is personalised to meet your needs or those of your business over both the short and the long term.
At Forward Plan we look to build lasting relationships with our clients by understanding their circumstances and putting in place plans to help achieve their goals.
At Forward Plan our clients come first and we know that each and everyone is an individual so tailor our advice to their circumstances. Whatever a client needs we aim to help them and ensure that they fully understand the solution we put forward and adapt this to any change in their situation. Our objective is to help them succeed in meeting their goals through professional advice and high quality service.
Where to find us
Head office address: 5th Floor, Civic Centre, Castle Hill Avenue, Folkestone, Kent, CT20 2QY
My role is to help my clients navigate the financial landscape without barriers or needless jargon. I believe in holistic advice, that is easy to access, and in building a long term financial plan that the client trusts and believes in.
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