FOREST FINANCIAL PLANNING LIMITED

: Enterprise House, Ocean Way, Southampton, Hampshire, SO14 3XB

: FCA Number: 916506

Forest Financial Planning Limited is a trusted financial advisory firm based in the bustling city of Southampton. Registered under FCA number 916506, they provide reliable and regulated advice to individuals and businesses alike. Their tailored services range from strategic investments and life insurance to comprehensive financial planning and retirement advice. Conveniently located at Enterprise House on Ocean Way, their expertise extends across Hampshire and its surrounding counties. With a commitment to empowering clients with leading financial solutions, Forest Financial Planning Limited has become the go-to choice for many seeking support in navigating their financial journey. Known for their approachable style, they often assist local families and first-time investors in securing their financial future.

Their team includes 3 financial advisers. Check FCA registration here.

FOREST FINANCIAL PLANNING LIMITED are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to FOREST FINANCIAL PLANNING LIMITED from the Motorway

From the M27:
At junction 4, take the M3 exit towards The Midlands, London, and Winchester.
Proceed onto the M3.
Take the A335 exit directed towards Eastleigh Chandler's Ford.
Turn right onto Leigh Road (A335).
Next, turn right onto the M3 ramp heading towards M27, Southampton, Romsey, and Bournemouth.
At junction 14, exit towards Southampton (A33).
Continue onto A27.
Upon reaching Chilworth Roundabout, take the second exit onto Bassett Avenue (A33).
At Memorial Roundabout, take the first exit and remain on Bassett Avenue (A33). Continue following A33.
Make a slight left onto Dorset Street (A33).
At Charlotte Place Roundabout, take the second exit onto St Andrews Road (A33).
Take a slight right onto Kingsway (A33) and continue to follow A33.
Turn left onto Canute Road (B3039).
Turn right onto Neptune Way.
Then, turn left onto Ocean Way.
Make another left onto Mermaid Way on the restricted usage road.
Finally, turn right onto the restricted usage road. Your destination will be on the right.

List of advisers under FOREST FINANCIAL PLANNING LIMITED:

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.