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.
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.
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.
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