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Forward Plan - Independent Financial Advisers

Description:

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.

Marsh Network,
Greatstone,
Romney Marsh

Tel: 07749 159263

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