Professional Financial Planners in Tunbridge Wells.

Providing Real Financial Advice since 2008.

Providing Real Financial Advice that’s personal to you

We’re sure you would agree that continuity of advice is a rare thing. What we hear from new clients clearly suggests that they all like to be able to build a trusted, strong, ongoing relationship with their advisers.

Forbes Financial is very much about continuity and longevity, and providing Real Financial Advice that’s relevant to your circumstances. We don’t get involved in one-off transactions; that’s not planning. We take the time to understand who you are, your values and priorities for the future. We then build a plan aligned to what you say is important to you.

When you become a client, you tend to stay a client. It’s very much a relationship that we want to maintain over the long term. Through our regular review process, we ensure continuity and stability of the planning that’s put in place; this ensures we stay on track to reach goals and objectives.

When you become a client, you form part of the practice community. This means you get looked after by the whole practice, as we know you are often ‘time poor’ and need that extra support with your affairs. Our well-qualified and experienced team is always on hand to deliver a high quality of service when you start out with us, and on an ongoing basis.

We regularly welcome new clients to our new office in Tunbridge Wells or we can meet remotely via video call.

Meet Our Team

Matthew Forbes


View Profile

Natalie Forbes

Operations Director

View Profile

Dawn MacKay


View Profile

Emma Atkins

Practice Paraplanner

View Profile

Our Client Pledge


We pride ourselves in being a professional, knowledgeable and friendly team that will provide a high standard of administrative support.


We always act with care, diligence and dedication.


We will respond promptly to any communications from you.


We ensure your data is held securely and encrypted throughout any data transfer process.


We treat your personal data with the utmost importance and ensure all client information remains confidential.

With you all the way.

It’s a relationship. Make sure we don’t become a wasted asset…

Becoming a client should never really be a one-sided affair. Some clients are more proactive than others, of course, but in order to get the most out of our working relationship, we should be your first port of call when it comes to making financial decisions. We believe that the more you put into your relationship with us as advisers, the more benefit you’ll get out. Make sure we don’t become a wasted asset.

From time to time, depending on the advice you require, we may refer you to a specialist who has been carefully chosen to offer advice to our clients in a particular field.

The range of experience we have, used in conjunction with our specialist team, enables us to develop effective strategies in managing your wealth and financial affairs on an ongoing basis.