Reviews of Stadden Forbes Wealth Management. (Financial Consultant) in London (London).

Stadden Forbes Wealth Management

72 Reviews

71 Comments

Financial Consultant

Financial planner

40 Grosvenor Gardens, London SW1W 0EB, United Kingdom

Go to the comments

Description Map Open Hours Reviews Contact

Description

Information of Stadden Forbes Wealth Management, Financial Consultant in London (London)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

Map

Open hours of Stadden Forbes Wealth Management

Sunday

Closed

Monday

9am–5pm

Tuesday

9am–5pm

Wednesday

9am–5pm

Thursday

9am–5pm

Friday

9am–5pm

Saturday

Closed

Reviews of Stadden Forbes Wealth Management

A. B.

Changing mortgage can be a time consuming and sometimes challenging process and it’s something I have always put off. But the team at Stadden Forbes were brilliant. It was effortless, quick and we got a great deal. Would thoroughly recommend and will be using them again.

E. M.

Robert and Cathy are incredible! They helped me with a very complicated remortgage process and found a product for me when other brokers could not. And they're a dream to work with, very human! Thanks ;)

J. T.

With the Stadden Forbes team to guide us, we’ve gone from financial chaos to a great level of financial stability which has given us confidence that we’ll be secure in our future years. Previously we received financial advice that was either fairly generic or frankly not in our best interests, and now our individual circumstances are part of the picture and we can trust that the financial decisions we make are sensible, beneficial and well thought through. We hold Robert and his team in very high regard and would not hesitate in recommending them to anyone who is looking for someone to guide them and take good care of their future financial planning.

H. K.

I cannot recommend Stadden Forbes WM enough. Cathy and Rob guided us through the minefield of buying our first home, and went above and beyond what was required. From demystifying the jargon to getting us an incredible mortgage and even keeping our solicitors in check, if it wasn't for Cathy and Rob, we would not have our home. They're honest and trustworthy, give great advice, keep you calm and are the essential 'adults' you need when buying a first home. I have recommended them to several friends and will definitely use their services again in the future.

R. W.

Robert and Cathy have provided invaluable advice to us for the past couple of years. They are both very responsive to emails and calls and are always available to provide sound advice as well as being very approachable and easy to talk to. I would thoroughly recommend!

E. M. H.

From an initial meeting with Robert and then with Cathy, who has been a wonderful support during my mortgage and subsequent re mortgage application, I would highly recommend Stadden Forbes WM

V. M.

I’ve been working with Cathy at Stadden Forbes for mortgage support for a number of years now . She is my go-to when friends, family or colleagues ask for recommendations. This is due to the personalised, attentive and tenacious service she provides. Cathy and the team work tirelessly to keep their clients informed and well-advised. A partnership with Stadden Forbes puts you in the best position to succeed with your financial goals. Thank you, Cathy (and team) from a very happy client!

N. P.

Being introduced to Rob and the team at Stadden Forbes was life-changing. Previously, the financial planners I met could only think in terms of pensions and standard life events (which they plugged into a computer) to deliver advice. I was always dissatisfied with their plans as my path isn't always straightforward and I wanted someone who could look at an ever-changing picture and still give solid guidance. SFWM have been like a dream! I've been working with them for over a year now and have made some of the biggest decisions in my life with the comfort of knowing their bespoke guidance is just a call away. After so many years of trying to find an adviser who could think flexibly about my needs, I feel like I'm finally on the right track with my financial future and don't waste time worrying about the next turn in the road. Thank you, Rob and team!

J. D.

Robert and the team at Stadden Forbes have been advising me since I moved to the USA in 2018, helping me develop an IRS friendly UK portfolio and ensuring my financial situation remains confident and considered. Since my introduction to SFWM I can rely on stability in my financial affairs, allowing me to move around with confidence. I am now returning to UK and have had the pleasure of sitting back while SWFM put the necessary finance in place for my new home before I arrive. No task is too small and every task is given maximum attention for your benefit.

R. C.

Cathy and Robert are very responsive and helpful, and answered all my numerous questions. I would definitely recommend them going forward.

R. I.

Professional yet relaxed, making tricky financial matters seem simple. My wife and I have been working with Robert Forbes and Aaron Hicks 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!

J. W.

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.

C. L.

Have to say they were excellent the whole way through, Paul and Cathy were always available to answer questions (and the few times they weren't somebody else was more than happy to help). They were attentive and diligent during the entire mortgage process and helped us navigate some quite tricky situations with other, less helpful people. Absolutely would recommend!

E. W.

My experience is very good. Firstly they helped with buying my new flat and then started savings plans for me. So far so good and probably not that complex but what was exceptional was the communication and regular updates. Made me feel very confident in the my financial future.

A. P.

I have never written a review before but happy to write one now. I have been impressed with the attention to detail and the way they explained everything to me in a way that I understood without being talked down to. I feel comfortable that my finances are on track and being looked after now I am in retirement.

P. M.

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 Rob and his 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.

F. C.

Is it sad to say these guys are my best friends when it comes to my finances? I phone or email and they deal with my (silly) questions quickly and without a fuss. They are super friendly too and they advised me on the fund choice in my company pension which I know other advisors do not do. So for the record - Stadden Forbes is pretty good.

J. B.

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.

M. R.

My small business was doing ok but it had kind of plateaued. There was nothing wrong with it but it wasn't going anywhere. I was referred to Stadden Forbes and they looked at my financial goals and the reason I got into business (my kids) and they looked at my future. On top of that they arranged for me to meet with a solicitor to finally write my will and lasting power of attorney, and a business coach who i now use on a regular basis.

S. D.

Once they had looked at my mortgage and recommended a solution they then dealt with the in-house solicitors at the lender who are pretty slow. That is what has impressed most - I feel like they were on my side helping get things done.

P. B.

They have given advice about our company pension, the advantages and the disadvantages. Very easy to talk to. I will not be using them often because my situation does not require it but if that changes I will be in touch.

G. J.

My family has been using Stadden Forbes for managing our savings and retirement practically since the company started. Stadden Forbes looked after my parents who could retire comfortably because of the company's good management.

J. M.

Stadden Forbes has helped me with their 3 step process; first they modelled the rest of my life showing where there is too much money and too little, then they build a solution to solve those future problems, then they manage the money in my pension and ISA. Top process - makes perfect sense. Honestly could not recommend them enough

J. S.

I had a final salary scheme with Barclays and HSBC, and I wanted to understand what my options were. I had heard of pension transfers and enhanced transfer values and whilst I was not confused I was not sure what best to do. In the end they recommended I transfer one into a managed pension and leave the other one where it is. Would definitely recommend to friends.

G. G.

I have been working with Robert Forbes for over 10 years and he's been an enormous help in assisting me to plan my finances so that I've saved, invested and made the best use of my money. The team at Stadden Forbes are a pleasure to work with and I would recommend them to everyone.

T. A.

When I first made contact I was going through a divorce and they gave me the space to think about my new future. They have the capability and the confidence to really make a difference - lots of whizzy charts showing that my future was going to be ok. I am now as happy as ever, financially secure and thankful. Thanks!

D. S.

I'm coming up to retirement and thought it best to review how that looks. Turns out I could actually retire sooner than I thought, Rob's team did a great job getting all the info together then explaining how that and various other situations play into my plan. Now I have some big decisions to make.

G. S.

When my father passed away I received a sizeable (for me) inheritance and I spoke to three different financial advisers. I choose Stadden Forbes because I imeediately felt comfortable with them and feel they have my interests and goals at heart.

S. M.

The first thing to say about Stadden Forbes Wealth Management is that they are a team and I feel like I know everyone in the team - I am definitely not an account number. All the advisers help where they can and they always remember how I take my coffee, a small thing but it is important.

J. D.

The team did a great job securing a good mortgage and took all the pain out of application process for me. From what I can tell it's a good rate and they spared me a lot of back n forth with the bank on the application.

B. H.

I have been impressed by Rob and his team's approach to looking after me. I was initially sceptical of IFAs but these guys aren't like your traditional advisers - they took the time to listen and their team services my needs promptly.

r. c.

We became clients a while ago and the most impressive thing is their investment management - and they are always willing to go the extra mile. I have recommended Stadden Forbes to our neighbours and friends.

H. D.

Very good so far - spoke to them about my inheritance and they have proposed a few things, some of which are basic and others are more comprehensive. Helpfully they have explained the more complex things in a way that is 'get-able'. All in all, so far, a good experience.

M. J.

I've been working in Dubai for the last seven years and basically everyday I would be called by an offshore advisor. I needed a London advisor and met Robert Forbes not someone in the GCC and they placed my money in Jersey with the French bank Societe General and they then look after my money and give regular updates. Worlds away from the offshore advisors.

F. C.

My situation: retired, received an inheritance, no idea what to do. The advisers explained the difference between cash and investing and for the very first time I know about risk. End result is I am now in control of my retirement.

J. S.

Whilst I work in the industry it is still good to have experts looking after me and they have done for nearly 3 years now. Great team and they have referred me to some great professionals. Thanks!

P. H.

Aaron & Ellie were fantastic when I needed help at a turning point in my life. I'm very pleased to have found them and hope they can continue to help and guide me in the future.

J. P.

They came highly recommended and did not disappoint. They helped us buy the family home which wasn't easy given my husband and I run our own business. Really good team.

P. R.

In these unprecedented times they have done really well to continue to provide their service. All the usual high quality advice at the end of a Zoom call and I thought it was very impressive.

G. A.

I love these guys - I have been a client for four years and they are simply great. Mortgage, insurance - all sorted and explained in a way I understood.

F. M. B.

Independent, chartered and brilliant! I was new to financial planning and they have really delivered for me. Thanks chaps. Definitely would recommend.

R. S.

Very good service, they took the time to explain everything to me as a simple IT contractor, and I feel confident they know what they are talking about.

S. C.

They know my finances better than I do. Exceptional service and as they say, 'ferociously independent'. I can't see why people would look elsewhere.

J. F.

Great insight and advice provided in a no nonsense manner, the team at Stadden Forbes were instrumental in helping to start and grow our own business.