Learn More About Wealth Management

If you’re new to the idea of wealth management, we’re here to get you up to speed on how it can help you achieve your goals. A good starting point is to use our wealth confidence calculator to work out how confident you are about your financial future.

Wealth management combines financial planning and investment strategy to sustain and grow your wealth. Alongside investment management, it encompasses retirement planning, inheritance tax and estate planning, and more.

When you become a client of Forbes, you will be given your own dedicated personal wealth manager who will use their specialist knowledge and in-depth understanding of your future plans to create and manage a bespoke investment solution for you.

Ready To Secure Your Financial Future?

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How Wealth Management Benefits You

We can help you achieve the financial future you want for you and your family

You can be confident that together, we will develop a relationship on your terms

We will always keep you informed about your financial plans, investment portfolio and performance

We can discuss whether you want updates face-to-face, by phone or by email, or you can view your account online at any time with our app

With our investment management and financial planning professionals, your wealth is in expert hands

We will design a unique financial plan and investment portfolio that meets your individual needs and attitude to risk

Coming into money

Suddenly coming into a lot of money can change your life considerably. Find out how wealth management can help you to make the most of it.

Selling a business

Selling a business you’ve built up can be exciting and daunting. Find out how we can advise you on managing your wealth before, during and after the sale.

Regaining control after divorce

Financial considerations can add to an already stressful experience. Find out how we can help you take control of your finances after divorce.

Planning finances after a bereavement

Sorting the finances following the loss of a loved one is tough. Even more so if they took care of the money. See how we can help you

Independent wealth planning

Our wealth planning service looks at your financial arrangements as a whole. This service starts with an independent, fee-based strategic review of your entire financial situation, incorporating cash flow modelling if appropriate. We will then identify specific issues, analyse these in more detail, and recommend changes that will help you meet your long-term goals.

Our independent wealth planners can help manage all aspects of your finances and investments and ensure they are structured, to meet your financial goals now and in later life.

Traditional stockbroking

If you take an active interest in financial markets and wish to make your own investment decisions, our award-winning stockbroking services will enable you to trade in India equities, including smaller companies, international equities, fixed interest securities, preference shares, investment trusts, offshore funds and more.

Our qualified and experienced investment team have access to the very latest research, market information systems and dealing technology, enabling them to respond to your requests promptly and execute your orders with skill and efficiency.

Wealth Management