Financial Design
As a Stadden Forbes client, you’ll receive the insight and judgement you need to design and build your robust financial plan.
We understand that you need to know about the factors that will affect you not just today and in a year’s time, but in the next five years or even three decades. Our planning service raises clients’ awareness of a myriad of considerations, allowing us to make well-informed and timely decisions together.
Our aim is to build a plan that is strong enough to withstand the known challenges of the future, and flexible enough to cope with the challenges that are still unknown.
We make sure you understand your financial plan and how it benefits you. We also review it each year and update it as your life evolves.
With this framework in place, we’re then able to think strategically about tax and financial solutions. We take the abstract concepts of tax and investment and make them directly relevant to your financial plan. This is where the next phase – Wealth Planning – begins.
Wealth Planning
Stadden Forbes helps you build and optimise your investment and tax architecture in line with your financial plan. We generate options and distil them into a clear set of actions. We then place assets, surplus income and wealth into the optimal architecture to maximise investment returns for a given level of risk and to minimise tax. Nothing is static, and the architecture will evolve with legislative changes and changes to your circumstances.
This is a highly bespoke service based on the financial plan we have designed and factors such as your current tax residency and your tax domicile.
Throughout the architecture phase, we employ our unique understanding of your client plan and the wider financial issues. Once this architecture is in place, we progress to the next stage.
Investment Management
Stadden Forbes provides specialist investment solutions to drive returns. We have access to nearly every listed stock, bond, investment trust and investment fund on the planet, and we use the most appropriate instruments to build bespoke investment solutions for you.
Each portfolio is built with you and your objectives in mind. It’s based on three factors: what returns are needed to meet the aims of the financial plan, the strength of your appetite for risk and return, and finally an assessment of your capacity for loss. We bind the investment management into the financial architecture that we will have created for you, which in turn links back to you and your financial plan.
We devour investment intelligence and constantly use our insight and experience to review your portfolio, making strategic and tactical alterations where we believe we can drive additional returns.
A Comprehensive Service
With a careful and thorough financial plan, a bespoke architecture and a versatile investment solution, you can depend on Stadden Forbes to deliver a long-term and fully comprehensive service, underpinned by continual review.
