What We Do
Stadden Forbes delivers agile investment and planning solutions to private clients. We provide you with specialist financial strategy and asset management services to build the long-term solutions you need.
Our mission is to help you understand and plan your financial future. We supply the right knowledge and information to help you reach decisions that are most beneficial to you.
In an increasingly complex and uncertain world, it’s vital to plan your financial and tax affairs. You must be tax compliant, managing your investment and inflation risks, and maximise the opportunities that arise. Stadden Forbes helps you cut through complexity to manage risks and deliver success in these ever-challenging financial and tax frameworks.
Stadden Forbes’ service lines are built around client need and our commitment to enduring excellence:
- Our Financial Design service creates the prism through which all decisions are viewed, helping you to understand your financial future;
- Our Wealth Planning service turns the financial design insight into the optimised financial and tax architecture;
- Finally, our Investment Management service provides the engine to drive returns within the optimised architecture.
Constant and continued thought to these three elements over time is crucial to success – both ours and yours.
As a Stadden Forbes client, you’re much more than just a bank account number. You’re a real person who has placed your trust in us and in our unique insight, experience and judgement. Our service always has you, the client, at its heart.
This is what makes Stadden Forbes different.
Stadden Forbes prides itself on its independence. We’re not owned by and not beholden to any bank, custodian, clearing house or brokerage firm. Our solutions are therefore entirely driven for the benefit of our clients. We believe this is tremendously important and a key differentiator.
We have years of experience and unique insight to inform our decisions, but more than that we are dedicated advisers with specialist qualifications of the highest standard. Our planners are members or Fellows of the Personal Finance Society, the highest accolade for an advisor.
Your Money Protected
We will always class you as a retail client (unless you request otherwise). What this means is that you will be covered by the Financial Services Compensation Scheme and you’ll have access to the Financial Ombudsman Service. You and your wealth will benefit from the greatest level of protection at all times.
One Company, Many Tailored Solutions
Underpinning the financial planning we put in place for you, we are able to provide solutions in the following areas:
- Residential mortgages (UK and abroad)
- Buy to let mortgages
- Commercial finance
- Development finance
- Property investment
- Income drawdown planning
- Annuity advice
- Personal pensions
- Corporate pensions
- Tier 1 (Investor) visas
- Foreign Exchange services
- Investment accounts
- Cash management
- Custody services
- Asset management
- Offshore and onshore solutions
- Socially Responsible Investment platform
- American persons’ solutions
- Accountancy services
- Inheritance tax planning
- Wills and trusts