Stadden Forbes Wealth Management Ltd

Independent Financial Adviser  75 Parma Crescent, London, Greater london, SW11 1LU
We do three things passionately; provide financial insight, design long term solutions and deliver investment management.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020
Meet our advisers
Paul Stewart MBA DipPFS
Senior Financial Adviser

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Aaron Hicks
What our clients say
Robert Forbes manages to combine two key aspects of a financial adviser; he is both knowledgeable and pragmatic, and this makes him not only easy to work with but also very efficient. When you couple that with the fact that he is simply a nice guy who has a genuine interest in what you need, this makes him my trusted advisor.
C MacKinnon, London
Robert and the Stadden Forbes team are a pleasure to work with. He is highly professional, thorough and organised and I particularly appreciate the objective yet personally tailored advice he gives. The team are proactive in their scheduling of meetings and updates, offer first class customer service as well as sound and successful financial advice.
Sue Hunt, London
When I was getting ready to retire, which was a daunting and overwhelming experience, I was told by my employers to be sure and get an independent financial adviser as they would be able to advise me. I had no idea where to find one, let alone a good one or one I could trust. I didn't want to be pushed around by a big company or bullied into doing something I wasn't sure about (I had no knowledge and very little information, and most of the terms and vocabulary I did not understand at all... but I did know I didn't want!) I found the man with the most impressive profile, award-winning etc - called Robert Forbes. That turned out to the be best decision I've made in years. Robert offered me all the help and advice I needed and I never felt that my 'dumb' questions were even remotely ridiculous as he took so much care explaining all aspects of the whole retirement financial world to me and my husband. I was so relieved and I am so happy with Robert's advice, wisdom and experience! I would recommend (and have recommended) him to my friends and to anyone else who is looking for a down to earth, straightforward, solid and knowledgeable financial adviser. Robert has not let me down.
Laura Bradshaw, London
About us

Stadden Forbes is a stanchly independent financial planning practise putting the client at the heart of everything we do.

We provide independent advice and wealth management to individuals. We have a diverse range of clients and specialise in those new to financial planning, divorcees and those at retirement. Stadden Forbes brings together an experienced team with insight, knowledge and expertise. Our focus is to build strong, long lasting and personal relationships with our clients.

Our services

We work with you to build a long term financial plan - the starting point to everything, and what give the financial advice context and meaning.

We design you financial architecture and intensely manage the investments within that architecture on an ongoing basis.

You will not be disappointed with our service.

Awards
. Most Innovative Financial Planners 2016
. Best Private Client Investment Service 2015

Where to find us

75 Parma Crescent, London, SW11 1LU

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 15th January 2020

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