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Farnham
During COVID 19: We are not at our offices and work from home, we are carrying out electronic meetings mainly using Zoom and Teams. We are a financial planning service, working primarily with clients who are, or who will shortly be retired. We have more than 50 years experience advising clients how to invest effectively, how to use their pensions, how to save tax and pass on more of their wealth to their family.
Peterdalton
I needed to look at my pensions which hadn’t been performing as well as I’d hoped and Mark carried out a very thorough risk assessment which In turn resulted in his recommendation to move funds. We did this and my pension has increased despite the current political climate ! We also looked at other matters and I have to say it was all explained simply and without the use of too much IFA jargon which suited me ! Lovely Bloke and I’d recommend him to anyone. Whatever your circumstances
Farnham
Forefront is actively challenging the prevailing consolidator trend in the financial services industry. Our perspective is that this approach often leads to a standardised advisory process, along with investment propositions that frequently rely on in-house platforms and portfolios. We are dedicated to delivering impartial advice and crafting financial solutions drawn from the entire market.
