At Stadden Forbes, we take great pride in our work and the majority of our clients are referred by either existing clients or from lawyers and accountants. Here is just some of the feedback we’ve received:
I have been working with Robert Forbes for the last seven years and from the moment we met I was impressed with his knowledge, expertise and advice. He has a way of explaining complicated financial issues in a clear, concise, easy to digest way that is always a great relief for a layman. Rob has helped me plan my finances in such a way that I have been able to save, invest and really understand how to best use the money I have. I would recommend Rob highly to anyone who wants a better understanding of their money and financial peace of mind.
Aaron Hicks manages to combine two key aspects of a financial advisor; he is both knowledgeable and pragmatic, and this makes him not only easy to work with but also very efficient. When you couple that with the fact that he is simply a nice guy who has a genuine interest in what you need, this makes him my trusted advisor.
I would recommend Stadden Forbes to everyone. They listen, they understand and they answer all my questions. There’s no bill timer ticking away in the background so it’s a relaxed relationship – and on top of that they make a good cup of tea.
The Stadden Forbes team are a pleasure to work with. They are highly professional, thorough and organised, and I particularly appreciate the objective yet personally tailored advice they give. The team are proactive in their scheduling of meetings and updates, offering first class customer service as well as sound and successful financial advice.
Robert Forbes has been advising me for over four years, and has taken a hands on and honest approach to helping me assess my financial situation, identifying what risk I am comfortable with and helping me grow my funds. More importantly, he has helped me understand the basics I need to cover from the ground up in order to feel confident and secure about my financial decisions.
When I was getting ready to retire, which was a daunting and overwhelming experience, I was told by my employers to be sure and get an independent financial advisor as they would not be able to advise me. I had no idea where to find one, let alone a good one or one I could trust. I didn’t want to be pushed around by a big company or bullied into doing something I wasn’t sure about (I had no knowledge and very little information, and most of the terms and vocabulary I did not understand at all… but I did know what I didn’t want!) I found the man with the most impressive profile, award-winning etc – and called Robert Forbes. That turned out to be the best decision I have made in years. Robert offered me all the help and advice I needed and I never felt that my ‘dumb’ questions were even remotely ridiculous as he took so much care explaining all aspects of the whole retirement financial world to me and my husband. I was so relieved and I am so happy with Robert’s advice, wisdom and experience! I would recommend (and have recommended) him to my friends and to anyone else who is looking for a down to earth, straightforward, solid and knowledgeable financial advisor. Robert has not let me down.
Stadden Forbes brokered a mortgage when no bank seemed able to help because, whilst I’m a Brit, work has taken me to the Caribbean. Not being a UK resident made things tricky. Thanks for stepping in and thanks for listening to my plight!
—BA, St Kitts & Nevis
Paul Stewart is quite simply brilliant. He made the complex seem straightforward. Until I met him I had never had the opportunity to build a life plan. We were bumbling along, but now we have direction and confidence that we will do all the things we want to do.
Please don’t ever stop being my financial advisor!
We first met Robert Forbes after finding his firm on a directory of over 200 financial advisors. Something about him stood out, and I picked up the phone and called him. I half expected to have some secretary answer, but to my surprise, there was a friendly voice on the other end of the line. Rob was extremely kind and booked us in for a consultation the following week.
After our initial meeting with him, we immediately felt like he helped us to work as part of a team, explaining that financial planning is a long-term thing and starts with “thinking about where you want to be when you think of yourself as old and grey, and then work backwards”. This approach made a lot of sense, and from there we’ve worked with Rob over three years to build a set of realistic targets that felt tailored to our needs.
He and his team helped to direct us to plan for and purchase our first property, provided sound opinions and advice on future investments, and helped us prepare to work overseas in Africa as Crown Servants. Most importantly to us, Rob has given us confidence to make major decisions by ourselves, but has always been on-hand to bounce ideas off and formulate plans. His relaxed and approachable nature made it really easy to ask a variety of questions, and we feel we are truly valued clients. He’s almost like a member of the family who truly makes sense!
Thanks Rob for all you’ve done for us.
Aaron Hicks has advised me on my financial affairs for the last seven years and I have always found him assiduous in understanding my needs, diligent in dealing with providers and, most importantly, reassuring in his evident competence. I would have no hesitation in recommending him.