Forward Plan IFA Ltd

Forward Plan IFA Ltd Forward Plan is an independent financial advisory firm providing you with the advice to help you mak

On Friday morning, I had the opportunity to speak to my fellow members at BNI Folkestone about one of the biggest financ...
17/06/2026

On Friday morning, I had the opportunity to speak to my fellow members at BNI Folkestone about one of the biggest financial planning changes on the horizon.

From April 2027, unused pension funds will form part of a person's estate for Inheritance Tax purposes.

It's a significant change that could affect many families and it's one that's well worth understanding before it comes into effect.

The discussion wasn't about causing concern or trying to predict what might happen next - it was about outlining the changes and potential impacts.

If you're unsure how these changes could affect your own plans, I'd be happy to have a conversation.

📞 01303 767650
🌐 www.forward-plan.co.uk

I often hear people say they have big dreams but aren’t sure how to make them a reality. It’s a common feeling and I und...
11/06/2026

I often hear people say they have big dreams but aren’t sure how to make them a reality. It’s a common feeling and I understand.

The good news? With the right plan, those dreams can become achievable goals.

At Forward Plan, we take the time to really understand you.

From your family situation to your finances and your aspirations, we create a plan that works for where you are now and where you want to be.

It’s about making sure your money supports your life - not the other way around.

Whether it’s saving for retirement, securing your family’s future or investing wisely, I’m here to help you work towards your goals, at your own pace.

Feel free to reach out if you’d like a chat by calling me on 01303 767650

You don’t need a London postcode to get top-tier financial advice.At Forward Plan, we’re proud to be based in Folkestone...
09/06/2026

You don’t need a London postcode to get top-tier financial advice.

At Forward Plan, we’re proud to be based in Folkestone, Kent offering fully independent financial advice to clients all across the UK.

💼 Over 28 years experience
🏅 SOLLA accredited (Later Life Advice)
📜 Independent and FCA-regulated
👨‍👩‍👦‍👦 Family owned business

We deliver the same high standards you'd expect from a big-city firm without the London price tag.

Wherever you are in the UK, we’re here to help you plan with confidence.

📞 01303 767650
🌐 www.forward-plan.co.uk

One of the biggest financial decisions people make is often not making a decision at all.I've met people who meant to re...
04/06/2026

One of the biggest financial decisions people make is often not making a decision at all.

I've met people who meant to review their pension.
Meant to update beneficiaries.
Meant to look at retirement plans.

Then five years pass.

You don't need to make dramatic changes every year.

But occasionally review what's going on and make sure things are still working as intended which can make a big difference over time.

🚴‍♂️ World Bicycle Day 🚴‍♀️Cycling to work can be good for your health and your finances too.Through schemes like Cycle ...
03/06/2026

🚴‍♂️ World Bicycle Day 🚴‍♀️

Cycling to work can be good for your health and your finances too.

Through schemes like Cycle to Work, employees can save on tax and National Insurance whilst spreading the cost of a new bike through salary sacrifice.

Employers can benefit as well through reduced NI contributions and healthier, happier staff.

Salary sacrifice can also support:

✅ Pension contributions
✅ Income protection
✅ Wider employee benefits

At Forward Plan, we help businesses put compliant salary sacrifice schemes in place that work for both employers and employees.

📞 01303 767650
🌐 www.forward-plan.co.uk

Quick question.If something happened to you tomorrow, would your family know where to find:📄 Pension paperwork?📄 Investm...
02/06/2026

Quick question.

If something happened to you tomorrow, would your family know where to find:

📄 Pension paperwork?
📄 Investment details?
📄 Insurance policies?
📄 Important financial documents?

Over the years, I've seen plenty of situations where the information existed but nobody knew where it was.

It doesn't need to be complicated.

A folder, a drawer, a notebook or even a simple list can save your family a lot of stress at an already difficult time.

One of the most useful financial planning exercises costs nothing at all.

It’s a fair question.At its simplest, a financial adviser helps you make sense of your money - now and for the future.Th...
28/05/2026

It’s a fair question.

At its simplest, a financial adviser helps you make sense of your money - now and for the future.

That might mean:

✅ Planning for retirement
✅ Protecting your family if something unexpected happens
✅ Making the most of your savings and investments
✅ Looking at how to pass wealth on in the best way

The difference with an Independent Financial Adviser (IFA) like Forward Plan is this:

👍🏻 We’re not tied to one bank, product or wealth management group.
👍🏻 We can look at the whole market and find what genuinely suits you.
👍🏻 Our advice is shaped around your life, not around a sales target.

In short, we’re here to give you clarity and confidence about your money with no hidden agenda.

📞 01303 767650
🌐 https://www.forward-plan.co.uk

Just a friendly reminder that the Forward Plan offices will closed on Friday for the Bank Holiday weekend before reopeni...
20/05/2026

Just a friendly reminder that the Forward Plan offices will closed on Friday for the Bank Holiday weekend before reopening on Tuesday 26th May.

When people hear the word risk they often picture the worst-case scenario.But in financial planning, risk is just part o...
15/05/2026

When people hear the word risk they often picture the worst-case scenario.

But in financial planning, risk is just part of the conversation.

I’m not here to take chances with your future.

I’m here to help you understand what level of risk you’re comfortable with and build a plan that reflects that.

If you’re unsure how much risk you’re taking (or not taking), I can help make sense of it.

📞 01303 767650
🌐 www.forward-plan.co.uk

In the UK, money worries are one of the biggest causes of stress at work.😟 41% of employees say financial pressure is th...
14/05/2026

In the UK, money worries are one of the biggest causes of stress at work.

😟 41% of employees say financial pressure is their biggest stressor
😟 52% say money worries have affected their performance at work

Financial stress doesn’t stay at home. It can affect concentration, productivity, absence levels and staff retention.

Supporting employee financial wellbeing isn’t just good for your team,it’s good for your business too.

At Forward Plan, we provide independent financial advice that helps businesses support their employees properly.

📞 01303 767650
🌐 www.forward-plan.co.uk

Address

5th Floor, Civic Centre, Castle Hill Avenue
Folkestone
CT202QY

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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