Financial advice for people who want clarity, confidence, and choices. We help you understand your options, build a plan that fits your life, whether you are starting early or preparing for retirement.
CONTACT USWe understand that wealth cannot simply be defined by numbers alone, but more about the experiences and
opportunities it can create over the passage of time.
By taking the time to get to know what is truly important to you, by building a financial plan that aligns to your goals and aspirations.
Your bespoke financial plan will help you gain financial confidence, security and peace of mind.
Providing peace of mind reducing the mental and financial strain, so you can spend your valuable time enjoying what you love.
Our trusted approach means our clients stay with us over the long term, from their first job until retirement and beyond. By focusing on relationships as the world changes you will always have a Financial Adviser and an experienced team of support specialists by your side
Based in the heart of Tunbridge Wells you can meet with us at our office in Frog Lane, at your own home or virtually.
Director
Operations Director
Practice Paraplanner
Practice Paraplanner
Financial Adviser
Adviser
Chartered Financial Planner
Client services Assistant
Practice Manager
Any good relationship is never one way. It’s only by working together with our clients that great outcomes are achieved. Each side has a role to play. The advice we give will only ever be as good as the information that is shared, therefore it’s important both Forbes Financial and our clients understand our roles so we can provide the right advice to deliver the right outcome.
We care about our clients and place value on what is important to them as individuals. Every client’s financial story is different, but we remain consistently by their side to help guide them. We also know that not everyone’s path is always easy, we want our clients to feel confident in their financial future and supported through the highs and lows. Where possible we will also strive to make the complicated as simple as possible so that they can spend more time doing the things they love.
We are constantly striving to deliver an enhanced experience for our clients. We are passionate about what we do which helps us offer our clients the support they need. This is critical and key to delivering a stress-free outcome.
Every Financial Adviser has the same tool in the box. However, we know that it isn’t just about the tools you use but how and when you use them. It’s this difference that sets us apart. We see possibilities where others do not, as many are simply trying to sell a product, we are looking at ways to improve our client’s lives.
Not only do we invest in our business to ensure we have the most up to date technology to best support our clients, but we invest in ourselves. We value personal development so we can ensure we are in tune with all relevant opportunities to ensure our clients get the best service.
We help you to take control of your story
With every well-written story, it has a beginning, a middle and an end. If it is that good it will have a sequel too. We are here to help you take control of your own story and the financial legacy that you leave behind.
We help a wide range of clients, all of whom have wanted to understand more about their financial goals and how to make them a reality. Our tailored financial plans are designed and aligned to what really matters to our clients, ensuring their child can afford their first home to enjoying their retirement.
However, you wish your story to play out we will be there to guide you through.
Financial Evolution
Our financial plans evolve and adapt over time, making sure you stay on track.
We take the time to not just understand your current financial situation, but we get to know you as a person, we help you to identify your goals and aspirations. In this session we also discuss in more detail your expectations of working with us at Forbes Financial. We will ensure that you are happy with our approach before we proceed.
Now that we understand you and your financial goals, we get to work on creating your bespoke financial plan. We use state of the art cash flow modelling software to visually show you where you are now, where you want to be and your journey along the way. We can then advise you clearly, where you might be exposed and what to do to put you on track.
Life does not flow in a linear manner, things change, plans change, objectives and goals change. Plans put in place are flexible and will evolve over time. We therefore will agree to regularly check in to help keep you on track, review progress and make adjustments where needed.
We will then make clear suggestions, provide solutions and discuss behaviours that will put you on the right financial path. We will also identify exposure of inefficiencies between where you are now and where you need to be.
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Wealth Management
through the generations
Aligning your business
& personal goals
Empowering your journey
to independence
Smart money guidance
for every stage of life.
Forbes Financial Ltd, Leap House, Frog Lane, Tunbridge Wells, TN1 1YT | M: 07958 940590 | T: 01892 527494
Forbes Financial Ltd 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives
Forbes Financial Ltd is registered in England and Wales, Number 06106122. Registered Office: 10 Lonsdale Gardens, Tunbridge Wells, Kent, TN1 1NU.
SJP Approved 5/6/2027
