Paul Forman Financial Services - Independent Financial Adviser

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Paul Forman Financial Services - Independent Financial Adviser

Free initial consultation, our first meeting will be at my cost. In this meeting we will discuss your situation and your goals before agreeing a way forward.

I have been providing my clients independent financial advice since May 2000, I joined the industry in 1988 when I started with Pearl Assurance. I will provide advice in plain English on pensions, investments, life cover, critical illness, inheritance tax planning and group life/pension schemes.

01/01/2026

Happy New Year to all our clients, friends and family 😊

17/01/2024

https://gofund.me/4bb0c471

I am kindly asking for donations to help support my family in Australia. My uncle Pete unexpec… Allis Liddle needs your support for In memory of Peter Harvey

02/01/2024

Happy New Year to you all, lets hope 2024 brings you health and happiness 😀

02/01/2023

Happy New Year to you all, lets hope 2023 brings you health and happiness (and a lottery win!) 😀

08/09/2021

Proud to sponsor the game tonight at my old club Willand Rovers, who beat higher league opposition Tiverton Town , 5-1, in the Southernn League cup

20/08/2021

Happy first Anniversary to me! Where did that year go? It’s been the best move ever, thank you to all my clients, new and old, and to a big thanks to my PA Tasha Jordan, who without I would’ve struggled to keep up!

30/07/2021

March 2nd this year I set up some life cover and critical illness for a young couple with young children, a month later the guy goes to his GP with concerns over a lump, his worse fears were confirmed, cancer. This week, after the standard checks, the critical illness claim is agreed and the family can now focus on Dads health. The payout will ensure money is no longer a worry. This has been a good week 👍

03/06/2021

So this week I discovered £71,000 in a pension fund my client wasn’t aware of. Did you contract out if SERP’s in the late 80’s, early 90’s and can’t remember who with? Get in touch, I can help make your pension planning so much easier.

Initial visit and factfinding is free of any charge

Address

Tiverton
EX166UR

Website

http://www.paulformanfs.co.uk/

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