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FORWARD PLAN IFA LIMITED

Company
FORWARD PLAN IFA LIMITED (07837873)

FORWARD PLAN IFA

Phone: 01303 767 650
A⁺ rating

ABOUT FORWARD PLAN IFA LIMITED

The financial healthcheck is the money-equivalent of a reliable sat-nav. At Forward Plan we help you to see where you are now, and then help you get from A to B by the best route for you. In detail, we’ll help you and your family identify your immediate financial priorities and then to plan for your future, whether that is to build up funds or simply to protect what you’ve got. The financial healthcheck is unbiased.

Many people recognise that to achieve better long-term protection for their money against the effects of inflation, it is often worth considering stock market related investments. These can be invested through financial products such as Individual Savings Accounts (ISA), Investment Bonds and Unit Trusts. These tend to use funds which invest directly into company shares, commercial property, Government or Corporate debt (known as Fixed Interest) and other investment instruments, both nationally and internationally. Please note that investments do not include the same security of capital which is afforded with a deposit account.

When choosing what investments are suitable, the main areas of consideration are your attitude to investment risk – are you prepared to accept the value of your investments may fall, the tax efficiency of the arrangements, what level of access is required, performance, your objectives and the charges to meet your requirements. If the cost is too much, it’s not sensible to proceed. These factors need to be considered now and in a variety of possible futures. The aim is to provide simplicity and flexibility whilst maintaining a good return. The secret of investing is to diversify your portfolio.

As with investments careful consideration needs to be given to which savings product should be taken out. With interest rates at historic lows, many providers draw you in with a “high” initial interest rate, often with a short term bonus, and then rely on apathy to change this when the bonus ends.

At Forward Plan we can review the market to see which institution is offering the best interest rates and what the terms are. We can help you choose the best savings product for you again taking into account access, term, tax efficiency and what you may get back, whether this be for a rainy day fund, house deposit, wedding fund, school or university fee funding or just for a great holiday.

And it doesn’t just stop there! The ethos of Forward Plan is to provide on-going advice over many years, and dependent on your circumstances we will regularly review your policies and investments as part of our service to you.

Forward Plan IFA Ltd

Authorised and regulated by the Financial Conduct Authority. We are entered on the FCA Register No 572891 at

KEY FINANCES

Year
2017
Assets
£89.48k ▲ £10.61k (13.45 %)
Cash
£79.12k ▲ £3.29k (4.34 %)
Liabilities
£24.14k ▲ £2.58k (11.95 %)
Net Worth
£65.35k ▲ £8.04k (14.02 %)

REGISTRATION INFO

Company name
FORWARD PLAN IFA LIMITED
Company number
07837873
Status
Active
Categroy
Private Limited Company
Date of Incorporation
07 Nov 2011
Age - 13 years
Home Country
United Kingdom

CONTACTS

Website
www.forward-plan.co.uk
Phones
01303 767 650
08000 234 567
03001 239 123
01303 856 130
01303 241 624
Registered Address
19 SHORNCLIFFE CRESCENT,
FOLKESTONE,
KENT,
CT20 3PF

ECONOMIC ACTIVITIES

70221
Financial management

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LAST EVENTS

21 Nov 2016
Confirmation statement made on 7 November 2016 with updates
07 Sep 2016
Total exemption small company accounts made up to 30 April 2016
06 Jan 2016
Total exemption small company accounts made up to 30 April 2015

See Also


Last update 2018

FORWARD PLAN IFA LIMITED DIRECTORS

Andrew Martin Piper Parmenter

  Acting PSC
Appointed
07 November 2011
Occupation
Director
Role
Director
Age
58
Nationality
British
Address
19 Shorncliffe Crescent, Folkestone, Kent, United Kingdom, CT20 3PF
Country Of Residence
England
Name
PARMENTER, Andrew Martin Piper
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 50% but less than 75%

Sheila Margaret Parmenter

  Acting PSC
Appointed
10 January 2012
Occupation
Director
Role
Director
Age
60
Nationality
British
Address
19 Shorncliffe Crescent, Folkestone, Kent, England, CT20 3PF
Country Of Residence
England
Name
PARMENTER, Sheila Margaret
Notified On
6 April 2016
Nature Of Control
Ownership of shares – More than 25% but not more than 50%

REVIEWS


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Excellent according to the company’s financial health.