forward financial planning
1983: David Jebb, a Chartered Financial Planner, established the company in Bangor, Co Down.
1994–1999: the company was in a business partnership with a club based at Newforge Lane, Belfast to serve the Northern Ireland police.
2004: the company relocated to Regent House, Regent Street, Newtownards, Co. Down.
2005: the company became fee based, and rebates 100% of commissions received. This includes previous policies transferred to us from former advisers.