How to invest your money is a huge decision. What’s best for you?

We’ll eliminate the uncertainty to identify the right way to achieve your financial goals. Our simple process helps us to discuss your needs and expectations, to assess and agree your attitude to risk and then build and manage an investment portfolio to match.

By working through a series of simple steps, you’ll have a great understanding of the reasoning behind our recommendations, and confidence in your resulting portfolio. Investments we focus on include:

  • ISA’s (Individual Savings Accounts)
  • Junior ISA’s
  • General Investment Accounts
  • Discretionary Fund Management
  • Investment Bonds

What do we do?

Expert advice on investment, retirement, borrowing, protection and inheritance tax planning, including all types of pension schemes and employee benefits. Our focus is both on capital enhancement and capital protection. Our dedicated and skilled advisers believe in high quality service, with the emphasis on building long-term relationships – our clients often refer to us as their best kept secret.

OK, I’ve got it, please call me back.

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 Ltd is an appointed representative of Intrinsic Mortgage Planning Limited and of Intrinsic Financial Planning Limited who are authorised and regulated by the Financial Conduct Authority. Intrinsic Financial Planning Limited and Intrinsic Mortgage Planning Limited are 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.