We think you are more than your money.
Financial Planning is about the person behind the numbers. We help you align your assets with your aspirations, so you can stop worrying about ‘how much is enough’ and get on with the important business of living.
Providing Peace of Mind
You’ve worked hard, you’ve saved, and you’ve built something. But in the back of your mind, there’s a nagging question: Is it enough?
We help you cut through the complexity of tax, pensions, and investments to find the clarity you deserve. We don't hide behind jargon, we're all about breaking down barriers to help you understand your money.
For us, it's about balancing emotion with evidence: we don't chase the hot tip or the latest trend. We rely on decades of academic research and experience to keep your plan steady when the world feels shaky.
You, Your Life, Your Plan
1
Who are you?
Before we talk about solutions, we talk about you. What does a perfect life look like? What makes you tick?
2
What do you want?
Whether you're protecting a legacy, undergoing a major life event, pivoting your career, or justifying an outlandish expense, we want to know.
3
Here's how we help
We use advanced modelling to show you exactly where you stand. No guesswork, just maths. Life isn’t linear so we build a plan that evolves with you.
I recommend Ellie at Stadden Forbes because I previously hadn't had a financial planner and was nervous to start or even if it was the right thing for me. Ellie took me through everything, answering all my questions and putting a plan together that actually means something to me.
NS, Islington
Stadden Forbes provides an excellent service tailored to my personal circumstances. They are quick to react to any requests and always happy to provide clear explanations of any of their investment recommendations.
DE, Epsom & Ewell
Ellie helped me make sense of three things I'd been carrying separately as a single parent supporting myself: my dad's care, the children's education, and my own retirement. I feel genuinely reassured about the future, and that peace of mind is worth more than I can say.
AE, Kennington