Fore Financial Planning

Fore Financial Planning Put your financial future to the fore! Providing holistic financial planning solutions to all The value of your investment can go down as well as up. The 'St.

Fore Financial Planning is a financial advisory business based in the North West, providing holistic planning solutions to clients up and down the UK. Working with business owners and employees across a variety of industries, we are able to deliver the highest level of service from our primary office in Birkdale amongst other locations. In particular, our reputation for honest and trusted advice t

o the oil and gas sector has allowed us to provide guidance and support to offshore workers across a variety of employers. Our modern-day approach to financial planning centres around the use of cashflow modelling, allowing us to bring plans to life. Through forecasting and a range of 'what if' scenarios, we provide our clients with a clear picture of their financial future - enabling them to take control and make informed decisions about their wealth. Every one of our clients benefits from access to our holistic advice offering, via our ongoing advice service. Not only do we help clients to meet short term goals, we work proactively to help them stay ahead of the curve. Changes to legislation, economic policy and taxation are just some of the reasons why ongoing advice leads to better outcomes for our clients, helping us to achieve outstanding customer satisfaction and retention. Our services range from retirement and investment planning, to protection, corporate pension schemes and inheritance tax. Book an appointment to learn more and to see how we can help make a real difference to your financial future. You could get back less than you invested. Fore Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives

SJP Approved 01/07/2025

Here’s to the end of an amazing week for our business, along with many others in Birkdale. It has been our pleasure to w...
20/07/2026

Here’s to the end of an amazing week for our business, along with many others in Birkdale. It has been our pleasure to welcome new and existing clients, friends and family across the entire week. Our team are back to business as usual, continuing to provide the highest standard of financial planning across the North West and beyond.

Big changes are coming to workers in oil & gas and not many have yet realized. Currently, pensions can be passed on outs...
25/06/2026

Big changes are coming to workers in oil & gas and not many have yet realized.

Currently, pensions can be passed on outside of your estate for inheritance tax.

From 2027 that’s unlikely to be the case, depending on structure. The changes are likely to affect how your wealth passes on to the next generation. Of course, taxation rules can change at any time and are dependent on individual circumstances.

Offshore workers who have planned for a comfortable retirement, saving hard into their workplace pension for decades, could be some of the hardest hit by these changes. Many don’t even understand how their pensions are structured.

Identifying the risk early is key to effective planning. Our cashflow modelling tools are a useful way to visualize your financial future, providing insight into the potential future value of your retirement savings. It can also open opportunities for other areas of estate planning, such as arranging your will, trust planning and much more.

Think you need to know more? Get in touch with the team to arrange a no obligation consultation and come away with a better understanding of your retirement planning needs.

Will writing involves the referral to a service which is separate and distinct to those offered by St. James’s Place. Wills & Trusts are not regulated by the Financial Conduct Authority

Fore Financial Planning is a trading name of Fore Financial Planning Ltd.

Fore Financial Planning Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 03/06/2026

Working in oil & gas in your 40’s? Is it too soon to start thinking about how you plan your way out?Being part of a high...
22/06/2026

Working in oil & gas in your 40’s? Is it too soon to start thinking about how you plan your way out?

Being part of a high demand industry, you make sacrifices. The reward that often comes from this industry is what keeps you coming back, but soon you start to realize you cannot buy back time.

Many of our clients at Fore are building strong offshore careers in their 20’s and 30’s, using the opportunity of time and compound growth to help them plan for a future beyond the rig.

Often those who wait until their 40’s quickly learn that their retirement planning hasn’t kept pace, often because of overlooking their workplace pension.
It’s at this point where people feel under pressure to catch up, with the dream of early retirement starting to appear far-fetched. What further sacrifices need to be made? Is retirement at 55 even viable anymore?

Every day we help offshore workers to better understand the pathway to a comfortable retirement. Our cashflow modelling tools provide clarity and insight, helping to visualize your future financial position and make an informed decision on how much you should be contributing to your workplace pension. We can also highlight potential future implications such as Inheritance Tax.

If you haven’t already benefitted from our cashflow modelling service, feel free to reach out and we’ll happily arrange a no obligation consultation.

Fore Financial Planning is a trading name of Fore Financial Planning Ltd.

Fore Financial Planning Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc which is authorised and regulated by the Financial Conduct Authority.

SJP Approved 02/06/2026

We’re thrilled to share that our team is growing faster than ever! As we continue to deliver exceptional financial plann...
05/12/2025

We’re thrilled to share that our team is growing faster than ever! As we continue to deliver exceptional financial planning services, we’re welcoming new talent and expanding our capabilities to better serve our clients.

At Fore, we believe in building a culture of collaboration, innovation, and client-first thinking. This growth reflects our commitment to helping individuals and businesses achieve financial security and long-term success.

Keep your eyes peeled as we introduce the team over the coming weeks

05/12/2025

Fore Financial Planning Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 05/12/2025

Despite the economic and market challenges of the last few years, research conducted by Opinium on behalf of St. James's...
27/11/2025

Despite the economic and market challenges of the last few years, research conducted by Opinium on behalf of St. James's Place shows: 85% of people who take ongoing advice are on track or even ahead of their savings and investment goals.

Advice can help people plan, adapt, and stay focused, even when times are uncertain.

Fore Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).



SJP Approved 19/09/2025

Address

4 Weld Parade
Southport
PR82DT

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441704619333

Website

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