We’ve been helping clients navigate complex financial markets since 1999, and from those early days, our business has evolved primarily through client recommendations and referrals from other professionals such as accountants and solicitors.
Our qualified advisors cover the whole financial services market. Whether you are seeking advice on your pension options at retirement or wishing to create a tax-efficient retirement strategy, we have the expertise to provide the solutions.
At Michael Forward Financial Services, our highly skilled advisors use state-of-the-art technology, enabling us to meet all of our clients’ financial needs and achieve their objectives in the most cost-effective way.
This is important because there are literally thousands of different options available, and our clients want to be certain that any investment, pension, healthcare or insurance recommendations that we present for consideration are the most appropriate to their individual needs.
In other words, recommendations that are totally in our clients’ interests – not someone else’s.Our Services
Our initial meeting is usually without charge, after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our clients’ requirements.
With that knowledge, we can identify the products that will help our clients to achieve their goals, delivered by an entirely personal, face-to-face service. We then prepare and analyse recommendations, assessing benefits against cost.
Our final proposals are well-researched and constructed on the basis of what’s best for our clients and nobody else. And, of course, we are prepared to work alongside our clients’ accountants and solicitors.
We firmly believe in the importance of working together to build rewarding relationships, and working closely with our clients enables us to help them fulfil and achieve their objectives.
Equity Release includes home reversion plans and lifetime mortgages. To understand the features and risks, ask for a personalised illustration.
Don’t just take our word for it, see what our clients have to say.
“I found him very approachable and patient with my many questions.” – Mrs C K, York – Sept 2019
“Thank you very much for your advice and support. All meetings were held on time with clear and concise explanations. It has been a pleasure to work with you. ” – Mr D A C, Buckinghamshire – Sept 2019
“Great care taken to ensure I understood everything, had the right plan and the best interest rate. Excellent service.” – Mrs J A H, Bedfordshire – Sept 2019