Forgeron Financial Planning Ltd

Forgeron Financial Planning Ltd Small and attentive financial services company offering personal attention to clients and assistance with their plans for the future.

23/12/2025

Pleased to say that we have again been able to donate £500 to Shelterbox. A worthy cause providing shelter to those who have lost everything and a charity that is close to our hearts.

16/12/2022

Christmas Greetings to all our clients near and far. We are delighted to say that in 2022 we have donated (via Rotary) over £600 towards ShelterBox which is enough to fund one of these wonderful humanitarian aids. The money for this has come directly from mortgage fees received by the firm, so if you have allowed us to handle your mortgage this year - thank you very much. In 2023 we intend to meet with all of our investment and pension clients (who pay ongoing advice fees) to complete a review of what you have and how it fits your future planning. However, for now, we wish you a safe and healthy holiday period - see you next year.

06/11/2021

Despite working at arms length with our clients for much of the last year in an attempt to avoid COVID we now find ourselves self isolating. As a result, anything that would normally be sent via Royal Mail will be delayed for the next week to ensure that we are not sending you the virus - self isolation ends on Wednesday (10th)🤧🤧

Address

1 Norwood Road
Tiverton
EX166BD

Opening Hours

Monday 9:30am - 5pm
Tuesday 9:30am - 5pm
Wednesday 9:30am - 5pm
Thursday 9:30am - 5pm
Friday 9:30am - 5pm

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