Fore Financial Planning

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 to 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. The value of your investment can go down as well as up. 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). The 'St. 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