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:
Professional yet relaxed, making tricky financial matters seem simple. My wife and I have been working with Rob for over two years now. Whether it be over the phone, via email or visits to their office, I’ve always been very pleased with how easy they have made everything. Their advice has been invaluable and matched to both our understanding and risk attitude with financial matters. They are plain speaking and never pushy. When I initially suggested an amount of monthly investment, they looked at our monthly budgeting and recommended we start lower and can always increase after we were comfortable with the amounts going out…I like that attitude.
I’m not sure if the monthly newsletters from Stadden Forbes are publicly available, but the way in which they are written reminds me of what it is like to work directly with them. Relating topics like Brexit on how that could influence the markets and retirement investments in a simple easy to understand way. Highly recommend! RI, London
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.
—AW, London
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.
—SH, London
Stadden 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, they have helped me understand the basics I need to cover from the ground up in order to feel confident and secure about my financial decisions.
—HD, London
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. That turned out to be the best decision I have made in years. They 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 their advice, wisdom and experience! I would recommend (and have recommended) them to my friends and to anyone else who is looking for a down to earth, straightforward, solid and knowledgeable financial advisor. They have not let me down.
—LA, London
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
Robert Forbes 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.
—CC, London
Please don’t ever stop being my financial advisor!
—PK, Bristol
We first met Stadden Forbes after finding the firm on a directory of over 200 financial advisors. Something about them stood out, and I picked up the phone and called them. I half expected to have some secretary answer, but to my surprise, there was a friendly voice on the other end of the line. They were extremely kind and booked us in for a consultation the following week.
After our initial meeting, we immediately felt like they 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 them for over three years to build a set of realistic targets that felt tailored to our needs.
The 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, they have given us confidence to make major decisions by ourselves, but has always been on-hand to bounce ideas off and formulate plans. Their relaxed and approachable nature made it really easy to ask a variety of questions, and we feel we are truly valued clients. They’re almost like a member of the family who truly makes sense!
Thanks for all you’ve done for us.
—LB, Rwanda
SF has advised me on my financial affairs for the last seven years and I have always found them 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 them.
—AB, Hertfordshire
I was seventy this year and my worry has always been whether I can pass on money to my children and grandchildren. My pension is under the management of SFWM and the team and they have given me all my options in a clear way. My life has not changed much but I do feel confident about how much money I can take from my pension and what the implications are. I know what the situation is even if I live to 120! I have not yet recommended the company to other people but I would definitely consider in the future. JP, Wales
I have been working with them for the last seven years and from the moment we met I was impressed with their knowledge, expertise. They have a way of explaining complicated financial issues in a clear, concise, easy to digest way that is always a great relief for a layman. They have 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 highly to anyone who wants a better understanding of their money and financial peace of mind.
—CR, London
I was recommended by a friend to assess my retirement plans which were a haphazard mix of old pensions and new. First meeting they explained how they work and it was all crystal clear. Second meeting they had gathered all the details I didn’t even know about my own pensions. Then they talked through a discussion document – not too much detail or jargon – I liked that part most. They then produced a long term plan that showed me what I needed to do and what I wasn’t allowed to do with my money, very much in control now. Looking forward to more. – JB, London
Robert Forbes 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.
—CM, London
I’m not that complicated but I do need to have good service. Ellie and the team kept me up to date with every stage which was nicely reassuring. I don’t have a huge amount of money (I was a freelance photographer) but even though they work for lots of larger clients they have made me feel very welcome. Recommend them? Sure thing. JW, London
