Forbes Financial Ltd

We are lifestyle planners... We understand that wealth cannot simply be defined by numbers alone, but more about the experiences and opportunities it can create over the passage of time. We will take the time to understand what is truly important to you so that we can build a financial plan that aligns to your goals and aspirations. We believe that your bespoke financial plan will help you to gain financial confidence, security and peace of mind. We take away the mental and financial strain so you can spend your valuable time enjoying what you love. Forbes Financial Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Forbes Financial is a trading name of Forbes Financial Ltd. SJP Approved 26/11/2024