Business Details
18 Years
experience
Your Trusted Financial Advisers in Tunbridge Wells
Established in 2008, Forbes Financial has built a reputation for delivering personalized financial planning solutions tailored to individual clients and business owners. Our approach centers on understanding clients' unique circumstances, aspirations, and priorities to create bespoke strategies that evolve with their needs. With a team of experienced professionals, including Chartered Financial Planners and qualified paraplanners, we emphasize long-term relationships, regular reviews, and holistic wealth management. Our commitment to continuity ensures clients receive consistent support through changing life stages and market conditions. We operate with integrity, transparency, and a focus on aligning financial solutions with clients' core values.Our services span investment planning, retirement strategies, tax optimization, and intergenerational wealth transfer. By maintaining Appointed Representative status with St. James's Place Wealth Management, we combine industry expertise with regulatory compliance. Client testimonials highlight our ability to transform complex financial challenges into clear, actionable plans while maintaining accessible communication. We serve individuals, families, and business owners across Tunbridge Wells and surrounding areas, offering both in-person and remote consultations.
Services
Financial Planning
Retirement Strategies
Tax Planning
Investment Management
Wealth Protection
Details
- Year established: 2008
Highlights and features
- We offer 25 years of combined experience in financial planning
- Our team includes Chartered Financial Planners and qualified professionals
- We provide personalized strategies aligned with client values
- We maintain transparent communication without financial jargon
- We conduct regular review meetings to adapt to changing needs
What people say
Personalised approach
Long-term relationships
Clear communication
Expertise in planning
Consistent support
Services
Financial Planning
Our financial planning service creates comprehensive strategies tailored to individual circumstances. We analyze current financial positions, future goals, and risk profiles to develop actionable plans. Clients benefit from regular reviews and adjustments to maintain alignment with evolving life circumstances and market conditions.
Retirement Planning
Specialized retirement planning focuses on maximizing pension potential and ensuring financial security in later life. We assess current provisions, recommend tax-efficient solutions, and create phased withdrawal strategies. Our approach considers changing retirement needs across different life stages and economic environments.
Tax Planning
Tax planning services identify legitimate opportunities to minimize tax liabilities. We analyze income streams, investment structures, and inheritance considerations to implement compliant strategies. Our solutions focus on long-term tax efficiency while maintaining alignment with overall financial objectives.
Investment Management
Investment management services create diversified portfolios aligned with risk tolerance and financial goals. We conduct ongoing market analysis and portfolio rebalancing to optimize returns. Our approach emphasizes risk management while maintaining flexibility to adapt to changing economic conditions.
Wealth Protection
Wealth protection strategies preserve financial assets for future generations. Our services include inheritance tax planning, trust arrangements, and insurance solutions. We focus on creating robust structures that withstand regulatory changes while maintaining accessibility for intended beneficiaries.
People
Matthew Forbes
Director
Founder with 25 years' experience in financial planning. Chartered Financial Planner pursuing full qualification. Specializes in personalized wealth management strategies and long-term client relationships.
Natalie Forbes
Operations Director
17 years' industry experience with Level 4 Diploma in Financial Planning. Oversees business operations and client servicing. Focuses on maintaining consistent service quality and regulatory compliance.
Zoe Mountier
Financial Adviser
Qualified financial adviser with 20 years' experience. Specializes in retirement planning and protection strategies. Emphasizes clear communication and client education in financial decision-making.
Shannon Woollard
Adviser
Diploma-qualified financial planner with expertise in women's financial education. Focuses on retirement, investment, and protection planning. Prioritizes relationship-based advice and financial empowerment.
Emma Atkins
Practice Paraplanner
22 years' experience in financial services. Supports advisers with analysis and report writing. Currently pursuing CII Diploma qualification while maintaining client servicing responsibilities.
Questions
What financial planning services do you offer?
We provide comprehensive financial planning for individuals, families, and business owners. Our services include retirement planning, tax-efficient strategies, investment management, and wealth protection tailored to client-specific needs.
How do you differ from other financial advisers?
Our approach focuses on long-term relationships and personalized strategies. We emphasize understanding client values and priorities rather than offering generic solutions, with regular reviews to maintain plan relevance.
What are your service costs?
We provide transparent fee structures during initial consultations. Costs vary based on service complexity, with detailed explanations of all charges before commencing work.
How can I schedule a consultation?
Contact us via phone or website to arrange an initial meeting. We offer in-person consultations at our Tunbridge Wells office or remote meetings through video conferencing platforms.
Do you work with clients outside Kent?
While based in Tunbridge Wells, we serve clients nationwide through remote consultations. Our digital capabilities enable effective service delivery regardless of geographic location.
What qualifications do your advisers hold?
Our team includes Chartered Financial Planners, CII-qualified professionals, and DipPFS holders. All advisers maintain ongoing professional development to stay current with regulatory and market changes.
