Forward Plan IFA Ltd

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

An extra hour in bed this morning. Not a bad way to start a Sunday! ⏰The clocks went back overnight and while we might h...
25/10/2026

An extra hour in bed this morning. Not a bad way to start a Sunday! ⏰

The clocks went back overnight and while we might have gained an hour, it's also a reminder of just how quickly the year is passing.

Something I often hear from clients is, "I wish I'd looked at my pension sooner."

Whether you're thinking about retirement in five years, ten years or further down the line, time can make quite a difference to your financial plans.

And with the evenings getting darker, perhaps now's a good time to take a closer look at where you stand.

Enjoy your extra hour, whatever you've done with it!

— Andrew

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

📅 One week until the Autumn Budget 2026.Next Wednesday the Chancellor will deliver this year's Autumn Budget.I've had co...
21/10/2026

📅 One week until the Autumn Budget 2026.

Next Wednesday the Chancellor will deliver this year's Autumn Budget.

I've had conversations with clients wondering whether they should be making changes ahead of the announcement.

My advice remains the same.

Don't make important financial decisions based on rumours.

Once we know what's actually changing, we can look at how it might affect your personal circumstances and whether there's anything you need to do.

I'll be following the announcements closely and sharing my thoughts once we've had a chance to digest the details.

Until then, let's stick to the facts.

— Andrew

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

This month, I renewed my membership at BNI Folkestone for another year - my ninth to be exact.Networking there has been ...
18/10/2026

This month, I renewed my membership at BNI Folkestone for another year - my ninth to be exact.

Networking there has been a big part of Forward Plan’s growth - not just in finding new clients but in building relationships.

Over the last year I’ve been able to support other members and their referrals with their financial planning, which is exactly what it’s all about.

I’m looking forward to another year of learning from the group, giving back where I can and continuing to grow alongside some great local businesses.

If you’d ever like to visit then please pop me an email.

📧 [email protected]

I'm delighted to have renewed my SOLLA accreditation for a sixth yearI've been a member of the Society of Later Life Adv...
15/10/2026

I'm delighted to have renewed my SOLLA accreditation for a sixth year

I've been a member of the Society of Later Life Advisers (SOLLA) since October 2021 and I'm pleased to say I've successfully renewed my Later Life Adviser Accreditation for another year.

For those unfamiliar with SOLLA, the accreditation is widely regarded as the gold standard in later-life financial advice.

It's not simply a membership. Accredited advisers must demonstrate specialist knowledge, meet the Society's standards and adhere to a strict Code of Practice.

As we get older, financial decisions can become more complicated, particularly when it comes to retirement, funding long-term care and supporting family members.

Having the right advice from someone who understands these challenges can make a real difference.

I'm very proud to maintain this accreditation and continue helping individuals and families across Kent with their later-life financial planning.

— Andrew

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

09/10/2026

For those of you who are new here, I thought it was about time I introduced myself properly!

I'm Andrew Parmenter, an Independent Financial Adviser and Director of Forward Plan, based in Folkestone, Kent but helping people all over East Kent.

I've been working in financial services for over 25 years, helping individuals, families and business owners with everything from pensions and retirement planning to investments and later-life financial advice.

One thing I've always believed is that financial advice should be straightforward and personal. It's about getting to know people, understanding their circumstances and helping them make informed decisions about their money.

Anyway, enough from me in writing. Here's a little more about who I am and what we do at Forward Plan.

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

There's just three weeks until the Autumn Budget.With 28 October getting closer, we're likely to hear a lot more over th...
07/10/2026

There's just three weeks until the Autumn Budget.

With 28 October getting closer, we're likely to hear a lot more over the next few weeks about what could be changing.

✅ Tax
✅ Pensions
✅ Inheritance Tax
✅ Savings
✅ Investments

Some of those stories may prove correct. Others won't.

It's natural to wonder whether you should be doing something now, but making a significant financial decision simply because of a newspaper headline isn't something I'd recommend.

We'll be watching the Budget closely at Forward Plan and, once it's delivered, I'll be sharing my thoughts on what the announcements actually mean.

It’s a fair question.At its simplest, a financial adviser helps you make sense of your money - now and for the future.Th...
30/09/2026

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

You might be thinking, “That’s future stuff, why worry now?”But preparing for long term care early is like having a fire...
29/09/2026

You might be thinking, “That’s future stuff, why worry now?”

But preparing for long term care early is like having a fire extinguisher at home - most of us hope never to use it.

But if you need it, you’ll be glad it’s there.

👉 If you live in England or Wales and your assets are above the Government’s Upper Savings Threshold, you’ll need to fund the cost of living in a care home and some of the care provided.

👉 Provision can be made over the years through saving and investing but planning for the unexpected is just as important.

👉 If care is needed suddenly, there are still steps we can take including working alongside your solicitor to help with arrangements such as Lasting Powers of Attorney.

These aren’t easy conversations but planning ahead can take pressure off you and your family when it matters most.

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

A fun one for a Tuesday…“The one thing I wish I’d done sooner with my money is ________.”What would you put in the blank...
29/09/2026

A fun one for a Tuesday…

“The one thing I wish I’d done sooner with my money is ________.”

What would you put in the blank? 🤔

For some people it’s starting a pension earlier, for others it’s saving regularly or simply asking for advice. There’s no wrong answer but sharing might help someone else think about their own future.

I’ve been out visiting clients in Dover and Wye, sitting down with them, reviewing their plans and helping with a few th...
22/09/2026

I’ve been out visiting clients in Dover and Wye, sitting down with them, reviewing their plans and helping with a few things that needed sorting.

It’s one of the parts of the job I enjoy most.

Emails and phone calls are useful but sometimes you can’t beat sitting around a table, having a good conversation and working through things.

Being an Independent Financial Adviser isn’t just about what happens in the office. If a client needs my help, I’m always happy to get out and see them.

Although I’m quite looking forward to a day without the car tomorrow!

📞 01303 767650
🌐 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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