Forbes Financial is a Senior Partner Practice of St. James’s Place. We have been offering professional financial advice solutions to individuals and their families, corporates and trustees for over 22 years; 10 years practising as Forbes Financial.
We pride ourselves in offering a professional approach with all our clients. The basis of our offering is excellent quality of service and client support. With the benefit of Guaranteed Advice and the Best of Breed Approach available to us as a Senior Partner Practice of St. James’s Place, we are able to offer a holistic service to clients in all aspects of financial planning. We consider each one of our clients as a unique individual with unique needs.
Our business philosophy is to build relationships of trust and longevity with all our clients and we strive to deliver excellence in everything we do. The majority of our business derives from personal recommendations from our existing client base, directly reflecting the quality of our support, service and advice.
Over the years, we have taken time to focus on building the right infrastructure to support the needs of our clients. This has included developing a strong team of qualified and professional individuals to assist in delivering our proposition. We believe that, in a world that is constantly changing, having a dedicated adviser and strong team of support that clients can trust is invaluable. In an environment that is increasingly driven towards call centres and automated assistance, delivering face to face advice and a personal service is something our clients value, and something we regard important to continue providing.
Design, Demonstrate & Deliver
Planning for a secure financial future is imperative; particularly in the current financial climate. We help design, demonstrate and deliver the right strategy for both our clients and their families, helping their wealth to grow, be protected and distributed in a tax efficient and secure manner. Wealth Management is not simply about building wealth for yourselves, it also extends to future generations. Therefore we always take into account the importance of intergenerational considerations to help wealth be protected in the right way and progresses down the family line effectively.
An initial consultation will be offered to prospective new clients, with no obligation to proceed further. This provides an opportunity to hear our initial analysis allowing an informed decision to be made as to Forbes Financial range of services is appropriate.
Life is not always prescriptive; therefore we take time to regularly review your circumstances and plans to check our advice remains relevant and appropriate. The regular review process is the cornerstone of any planning relationship and one we here at Forbes Financial fully support. Every client has the opportunity for regular reviews, in a setting and with a frequency that suits their needs and preferences. We believe this process of regular interaction remains fundamental to our success in delivering the right outcome for our clients.