About the business
I have worked in financial services since 1998, taking over my father’s long established IFA practice in 2000.
I am an accredited adviser with the Society of Later Life Advisers (SOLLA). To obtain the SOLLA accreditation I have to demonstrate that I have a good understanding of the specific needs of older clients, and good interpersonal skills, such as explaining a complex issue to an older client
Each client is an individual with their own needs and goals, the advice I provide is tailored to meet your personal requirements. At our initial meeting I will assess your circumstances and outline how we will work together.
As I will be advising you on your finances, I believe it is important that we meet face-to-face – you need to know who you are working with. If you prefer we can meet online via Zoom or Teams.
Once a plan has been agreed and set in place, this will be reviewed on a regular basis. I firmly believe that without regular contact your financial goals will not be met. Reviews are an essential element of the service that we at Forward Plan provide.
I am an accredited adviser with the Society of Later Life Advisers (SOLLA). To obtain the SOLLA accreditation I have to demonstrate that I have a good understanding of the specific needs of older clients, and good interpersonal skills, such as explaining a complex issue to an older client
Each client is an individual with their own needs and goals, the advice I provide is tailored to meet your personal requirements. At our initial meeting I will assess your circumstances and outline how we will work together.
As I will be advising you on your finances, I believe it is important that we meet face-to-face – you need to know who you are working with. If you prefer we can meet online via Zoom or Teams.
Once a plan has been agreed and set in place, this will be reviewed on a regular basis. I firmly believe that without regular contact your financial goals will not be met. Reviews are an essential element of the service that we at Forward Plan provide.