Financial Advising Services, Financial Planners, Mortgages
Forward Plan IFA Ltd
Forward Plan IFA Ltd is a financial advising company based in Folkestone, England. They specialize in providing financial planning services, including mortgages and other financial services. Their team of experienced financial planners is dedicated to helping clients achieve their financial goals and secure their financial future. Forward Plan IFA Ltd is committed to providing personalized and professional services to their clients.
Introduction to Forward Plan IFA Ltd
Forward Plan IFA Ltd is a financial advising company that was founded in 2010. The company's purpose is to provide expert financial planning and advice to individuals and businesses. What sets Forward Plan IFA apart from other financial planners is their commitment to providing personalized services to their clients.Services & Products
Forward Plan IFA offers a range of financial services, including retirement planning, investment advice, and mortgage services. They work with clients to develop customized plans that meet their specific financial needs and goals. Their team of experienced financial planners is dedicated to helping clients make informed decisions about their finances.Location
Forward Plan IFA is located on the 5th floor of the Civic Centre on Castle Hill Avenue in Folkestone, England. The area is known for its bustling business district, with a variety of shops and restaurants located nearby. The nearest public transportation options include the Folkestone Central train station, which is just a 10-minute walk away, as well as several bus stops located within a few blocks of the Civic Centre.Benefits
Forward Plan IFA is dedicated to providing personalized financial advice and planning services to their clients. They take the time to get to know each client's unique financial situation and goals, and work with them to develop customized plans that meet their needs. Their team of experienced financial planners is committed to helping clients make informed decisions about their finances, and they provide ongoing support and guidance throughout the planning process.Good to Know
Customers should be aware that Forward Plan IFA is a fee-based financial advising company. This means that they charge a fee for their services, rather than earning commissions on the products they sell. This allows them to provide truly impartial advice and guidance to their clients.Reviews
Customers have praised Forward Plan IFA for their personalized approach to financial planning and their commitment to helping clients achieve their goals. Many clients have noted that they appreciate the team's expertise and knowledge, and feel confident in their ability to provide sound financial advice. Overall, customers have found Forward Plan IFA to be a trustworthy and reliable partner in their financial planning journey.FAQ
What is your experience and qualifications in providing financial advising services?
As a company, Forward Plan IFA Ltd has a team of highly qualified financial planners with years of experience in the industry. Our team members hold various professional certifications and qualifications, such as the Chartered Financial Planner designation, which is the highest level of qualification in the UK. We are dedicated to providing expert financial advice to our clients to help them achieve their financial goals.How do you charge for your services and what are the fees?
We are committed to being transparent about our fees and charges. Our fees are based on the complexity of the advice we provide and the amount of work involved. We offer an initial consultation free of charge, during which we will discuss your needs and provide you with a quote for our services. Our fees are typically charged as a percentage of the assets we manage for you, or as a fixed fee, depending on the type of service you require.What types of financial planning services do you offer?
At Forward Plan IFA Ltd, we offer a wide range of financial planning services, including retirement planning, investment planning, tax planning, and estate planning. Our team of financial planners will work with you to understand your financial goals and create a personalized plan to help you achieve them. We will also regularly review your plan to ensure it remains on track and recommend any adjustments as needed.What types of mortgages do you offer, and which one is best suited for my financial situation?
We offer a variety of mortgage options, including fixed-rate mortgages, variable rate mortgages, and interest-only mortgages. The type of mortgage that is best suited for your financial situation will depend on your individual circumstances, such as your income, credit score, and the size of your deposit. Our mortgage advisors will work with you to understand your needs and recommend the best mortgage option for you.Can you provide me with a breakdown of all the fees I will be charged throughout the mortgage process?
Yes, we can provide you with a breakdown of all fees you will be charged throughout the mortgage process. These fees may include fees for the mortgage application, valuation fees, legal fees, and arrangement fees, among others. We will provide you with a clear and concise breakdown of all fees upfront so that you can make an informed decision.Reviews
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Becky Perry
Fantastic company. Perfect advice with friendly staff. Everything explained in a manner that can be understood. Faultless.
26-05-2021
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Chris Simpson
I have met dozens of IFA's whilst networking. Andrew and the team at Forward Plan are rare gems. They deliver clear, concise and importantly impartial advice for all of your critical finance planning. Whether you are planning retirement or looking for the best investment deals, you should consult with Andrew and his team.
26-05-2019
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Julie Couch
If you are looking for a knowledgeable IFA speak to Andrew at Forward Plan IFA. From mortgages to pensions to investments, great, sound advice.
26-05-2018
