Estate Planning advisors for all needs


Get in touch with Forest Holme Estate Planning

We are a large company of Estate Planning advisory prepared to serve the common folk. We have the most varied advisory services in the market, ranging from pension transacting to equity release scheduling. We are placed in Lancashire but we offer our services nationwide. Our rotary lines are always availiable for our clients from any part of the United Kingdom. 

Our services

There is no company in the market that offers as many different services as we do. All of them shrink down to one or two areas of expertise, outside of which they have nothing to say. We have a different perspective on this matter. We believe that we can not give an uncompleted, limited service to our customers. From the beginning of this company's run, we have always made our best effort to broaden our borders and reach as many areas of expertise as possible. Now, after all of this struggle -that does not end yet- we can be proud to say that we have reached the widest range of financial advice services in the market. Here are our areas.


Long term estate planning complete advice, incluiding dealer choice, reports on reliability of lenders, scheduling strategies and calculations on the most convenient rate according to your age, the value of your property and the current situation of the market.

Elder financing advice, focused on equity release deals, property appraisal and estimations on released value and rates.

Comparison services on different financing deals availiable. Mortgage planning and advice, home reversion information and dealer reliablility.

Retirement and pension management counseling, incluiding pension transacting, paperwork bridging and advice on domestic financial rearrangements. 

Lifestyle planning team which encompasses all advice services mentioned above plus a complete lifetime financial scheduling on all mortgages and financial deals, incluiding inheritance planning, inheritance taxes management and contacts on specialised attorney and court clerk offices.

Income protection services via several tools and strategies that can be combined to offer a complete protection plan for you and your lifestyle.

Life assurance service package that includes advisory on the several options availiable in the market, transacting facilitation, and further following of your insurance with an alert system on possible backsets and suggested rearrangements.

 Cash flow forecasting performed by our financial and accountancy experts, displayed in high detail but also in an understandable, user-friendly feed for you to foresee your incoming financial situation and to plan your next moves in life with proper perspective of your numbers.


Contact us now to get the best and most complete advice services

As you can see, we are definitely your best choice for your financial advice. We are specialised in counseling for the elder but we are more than competent for any time of your life. Fill out the contact form or give us a call and leave us your enquiries or appointment requests. 

You do not have to look for advisors here and there any longer. We are all in one, and we are still the best of all.



Our satisfied clients

"I could easily say that Forest Holme is by far the best boureau I've worked with. They really know what they are doing and it shows. They are so confident and reliable. I would totally recommend them."

By Hughes Connor

"I love how our life has changed after we concreted our equity release deal. Forest Holme played a great par in that. They guided us and counseled us for the better. I couldn't be happier."

By Nancy Stephenson

"Due to familiar issues, I was in financial struggle for quite some years, and I had started to wear me off. I never knew that I had so many possibilities in my hands. When I asked Forest Holme for advice, all of that became aware to me."

By Bethany Lily James

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