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Best Accreditations

Specialisms

Inheritance Tax Planning
Lasting Powers of Attorney
Life Assurance
Trusts
Wills

Location

PO Box 419, Bridgend , Bridgend, CF31 9RU

Member Profile

Providing forward-thinking estate planning services to clients across England and Wales.

Areas of speciality:

Lasting Power of Attorney
Will Writing
Trusts
Asset Protection
Inheritance Tax Planning
Life Insurance

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What Our Customers Say

There could have not been 2 better agents to have managed my affairs. I was totally lost with some of the questions, but Rhys, and Corey gave there all, to guide me in the right direction. My business is just about completed, but I was invited to call on them at any time in the future if ever the need arises. Thank you both. Pamela and Colin Pook

Completing a legal document is invariably quite a daunting prospect but the company representative made the process stress-free. The approach was helpful friendly and relaxed but still thorough and professional. I am very happy with and grateful for the service I received. Elaine Kinahan

We have recently taken advice from Forward Thinking Financial, we found them to be extremely professional, informative and exceedingly supportive. There was no pressure or hard sale, both Corey and Rhys were very straight forward and gave us brilliant support throughout and spoke to us in ‘normal English resulting getting the job done with minimum hassle, nothing was any trouble. Our documents arrived ahead of schedule and were clearly set out with signing instructions. We cannot put into words what excellent and clear help we had. Fantastic service, we would highly recommend to anyone seeking advice of this nature or similar. We feel confident we can contact Corey or Rhys should we need further help. We have peace of mind our affairs are in good hands. 5 stars plus given without any doubt. Sue Webster

If you want to make legal decisions without a lot of jargon thrown at you then I’d suggest choosing Rhys and Cory from forward thinking financial. They guide you expertly and simply through the ins and outs of legal requirements from wills to power of attorney etc. matters, making it a fail safe way of getting the job done with the least hassle. Deborah Duffus

I have been making enquiries about completing a lasting power of attorney for my wife and I. I found Forward Thinking Financial to be helpful, honest and very affordable having received quotes for the same at nearly double the price. All of my questions were answered promptly, our documents arrived ahead of schedule and were clearly marked with signing instructions. I would definitely recommend this company having done considerable research on other organisations who offer this service. Fantastic service and would recommend Roger Biddle
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