Financial planning

Welcome to forest financial planning… Speak with one of our advisers today and you’ll soon learn why our clients call us their best kept secret. We’ll assess your needs in an individual consultation, at your location or ours, to help build you a plan and get your money working for you. Our tailored approach means there’s no one size fits all portfolio, because everyone has specific needs. We’ll discuss your appetite for risk and build you a solid portfolio of diverse asset classes.

The value of the investment can go down as well as up and you may not get back as much as you put in.

Forest financial planning’s track record consistently out-performs the market, and our steadily growing base of happy, trusting clients confirms our dedication and expertise. As a regulated firm of financial advisers, forest financial planning will help you to:

  • Create a financial plan to grow you to your short, medium and long-term aspirations
  • Optimise your earnings with compliant, tax efficient structures
  • Advise on your insurance requirements
  • Maximise available tax breaks and allowances (ISA’s, pensions, Capital Gains, and more)
  • Plan your taxes if you’re an expat
  • Advise on a low-cost, diversified investment portfolio tailored to your needs

Ultimately, we’ll be taking care of your financial well-being,meaning you can live the life you want to live. Like all forest clients, you’ll enjoy being able to earn smarter, live better.

Book your consultation with a qualified, regulated adviser now to get the ball rolling toward your better financial future. Simply call 0845 459 4099, or contact us by clicking here.

Forest Financial Planning Ltd is an appointed representative of Intrinsic Financial and Mortgage Planning Limited, which is authorised and regulated by the Financial Conduct Authority. Intrinsic Financial and Mortgage Planning Limited is entered on the FCA register (http://www.fca.org.uk/register/) under reference 440703 and 440718.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.