Hugo Forbes provides a Concierge Brokerage service covering the entire spectrum of Financial Planning as a non-advisory consultant

Welcome to Hugo Forbes

Nowadays, when seeking advice it is almost impossible to find one "expert" who has all the answers. To this end, Hugo Forbes was created in 2014 to provide you with access to the best of breed. Our Advisory Panel provide bespoke solutions to meet your own unique objectives relating to Pensions, Investments, ISA's, Insurances, Mortgages, Commercial Funding, Wills, Trusts and Inheritance Tax Planning.


Hugo Forbes free, comprehensive consultations inspire discussion to assist in making you aware of areas where financial planning needs to be implemented or potentially improved. The focus will be to create a holistic strategy presented in your Financial Wellness Plan. Hugo Forbes will continue to manage, navigate and liaise with the Advisory Panel to execute the solutions.

In a world of financial jargon, we will help throughout the lifetime of your Financial Wellness Plan via transparent and easy to understand communication, with a friendly and helpful approach. 

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23 Charmandean Road

Worthing, West Sussex

BN14 9LQ

T: 07894 581 637


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Registered in England & Wales. Hugo Forbes Ltd: 10720236  Managing Director: Mr J.A.B Brownlee.

Registered Office: Amelia House, Crescent Road, Worthing. BN11 1QR

Hugo Forbes is not licensed or regulated by the Financial Conduct Authority and does not provide financial advice. All advice and recommendations will be supplied by the relevant expert on our Advisory Panel. Subject to the remit of advice they will be regulated and approved by the authorised body.

We will ensure you receive appropriate professional advice before entering into any contract.