Forest Financial Planning is an independent financial planning company based in the United Kingdom. The firm provides bespoke financial advice tailored to individual client needs, focusing on building long-term relationships to help clients achieve their financial and lifestyle goals. Their core services include retirement planning, managing investments and savings, inheritance tax planning, and protection policies. The company operates as a trading style of Philip Pelafigue, who is an Appointed Representative of The Whitechurch Network Limited, which is authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

United Kingdom