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Enterprise House

Ocean Way

Southampton

SO14 3XB

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Enterprise House, Ocean Way, Southampton, SO14 3XB   /   02380 334334    /   theteam@forestfp.co.uk

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Forest Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Forest Financial Planning Limited is registered in England and Wales Company No: 10763710 with it's registered address at Enterprise House, Ocean Way, Southampton, S014 3XB. Authorised and regulated by the Financial Conduct Authority. Forest Financial Planning is entered on the Financial Services Register here under reference 916506. If you wish to register a complaint, please write to us at the address above or email us at theteam@forestfp.co.uk. A summary of out internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service here or by contacting them on 0800 0234 567.

Risk warnings:

This website is designed for UK tax residents.
The value of your investments can go down as well as up, so you could get back less than you invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Financial Conduct Authority do not regulate tax planning, estate planning or trusts.
A pension is a long-term investment not normally accessible until age 55 (57 from April 2028 unless the plan has a protected pension age).
The value of your investments (and any income from them) can down as well as up which would have an impact on the level of pension benefits available. Your pension income could also be affected by the interest rates at the time you take your benefits.
The tax implications of pension withdrawals will be based on your individual circumstances, tax legislation and regulation which are subject to change. You should seek advice to understand your options at retirement.
The Financial Conduct Authority do not regulate tax planning or cash flow planning.
Using equity in your home will affect the amount you are able to leave as an inheritance. Any means tested state benefits (both current and future) may be affected by any equity released.
Your buy to let property may be repossessed if you do not keep up repayments on your mortgage.