George Forrest

Independent Financial Adviser  88 Currieside Avenue, North Lanarkshire, Shotts, ML7 4AX
check
FCA authorised
Last authorised 3rd May 2021
Specialising in Investment, mortgages, pension & protection planning including estate and trust planning, with over 25 years of experience.
We can advise you on
check
Annuity purchase
check
Pension consolidation
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying first home
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Buildings and contents
check
Critical illness
check
Healthcare
check
Home and leisure
check
Income protection insurance
check
Life insurance
check
Payment protection insurance
check
Travel
check
Capital gains tax
check
Estate planning
check
Group Pension/Stakeholder
check
Group life insurance
check
Long term care
Meet our advisers
MR George Forrest
About us

This is what I aim to do, to help you make good decisions about your money – providing clear information to help you achieve your financial goals.
I am part of 2plan wealth management which is a national advisory firm consisting of Financial Advisers and mortgage and protection specialists.
Working with 2plan allows me to offer you all the benefits of a bigger organisation, such as the latest technology, greater financial strength, and the reassurance of a team of experts helping me to get things right first time.
For a conversation about your financial plans, why not get in touch today?

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

88 Currieside Avenue, North Lanarkshire, Shotts, ML7 4AX

Similar advisers near you

Restricted - whole of market 1.78 mi
I have been helping clients achieve their financial goals for over 13 years. I specialise in retirement planning, including the complex area of Defined Benefit pensions. I hold advanced retirement qualifications, ensuring the very best outcome and advice.
 
Independent Financial Adviser 2.66 mi
Family firm providing home visits. Specialists in pensions, investments, drawdown and pension transfers from final salary & defined benefit schemes.
 
Independent Financial Adviser 3.93 mi
Our advisers have been carefully selected for their high professional standards, integrity and commitment to delivering excellent friendly customer experiences.
 
Restricted - whole of market 4.07 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.