FORWARD PLAN - Key Persons
- General Practitioner
Andrew Parmenter is a general practitioner adviser, with over 20 years of experience helping clients achieve the financial lifestyles they want. Ably supported by an experienced team of administrators and technical experts, Andrew will work with you to help you identify your goals and to put in place the right plans to achieve them, guiding and supporting you at each and every stage to make decisions that feel right for you.
A keen sportsman, Andrew enjoys cricket, rugby and cycling, - passing on his skill and experience to the next generation through coaching junior teams.
- Member of the Team
Finley is the newest member of the team. He has recently completed his A-Level studies at Queen Elizabeth's Grammar School, Faversham, and is looking to start a career in the financial services sector.
Outside of work Finley's main hobby includes following his favourite football team up and down the country.
Kerren has worked in the financial services industry for more than 30 years and has been with Forward Plan since the start. Her main focus as a Paraplanner is supporting Andrew and helping to maintain the professionalism of the advice and ongoing service Forward Plan provide. Kerren holds the Diploma in Financial Planning (Level 4) and continues to study towards Charted status.
In her spare time, Kerren enjoys visiting the theatre and cinema and taking holidays in faraway places.
Sarah began her career in financial services in 2002 when she joined NatWest and then moved to the IFA sector in July 2007. After a short break for maternity leave Sarah joined Forward Plan in June 2014. Her main focus is administration.
Sarah is also a school governor and active member of the PFA at her children's school. In her spare time, Sarah enjoys going to the gym, walking her 2 dogs and going to the theatre.
Married to Andrew, Sheila works part time for the company as book keeper and provides additional office administration support. When not at work she is supporting their two boys and actively helps with the various clubs they belong to, in a variety of roles including treasurer and child protection officer. With such a variety of "hats" she counts walking the family dog as her spare time each day!