Senior Partner Practice of St. James's Place Wealth Management
“Forbes Financial have been managing my financial affairs for several years. Their advice has always been specifically tailored to meet my specific and changing needs across a range of areas of financial planning. They are always readily available to meet or discuss specific requests and conduct useful review meetings presenting all facts and options in a clear and concise way. I can highly recommend their services.”
J Drake-Brockman, Tunbridge Wells
“My wife and I have been clients of Forbes Financial for nearly eight years, having met Matthew Forbes soon after the financial crash of 2008. The advice given then was very reassuring during a period of great uncertainty and since then we have benefited from the practice's ongoing advice and investment recommendations.”
T Kirkwood, London
“I've found the Forbes Financial team invaluable in managing current capital and planning for the future. The team keep current and have an approachable and personal style which suits us perfectly. They also have a wealth of contacts in related services which have the same professional and high standards - the complete package in one place which makes an often complicated task as smooth as possible - thank you!”
“Over many years of Matt’s guidance I have always been impressed by his desire to be at the cutting edge of financial innovation and yet fully cognisant of the benefits of building for the long-term, taking account of and understanding all means of investment and insurance. That said, above all, it is his reliability and dedication that shines through and sets him apart from others.”
“Matt had been my personal advisor for over ten years, following on from when his father Peter retired. He has always taken a keen and professional interest in my various Investment/Pension portfolios. We have regular update meetings where we discuss new investment opportunities if we feel the fund(s) would benefit. I would and have recommended Matt on many occasions.”
The Partner Practice 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. The '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, England.