Services

How can we help?

Hugo Forbes has brought together the best of breed in all areas of Financial Planning to underpin your continued financial growth and security. Our  Advisory Panel comprises of more than 15 specialist companies who have been carefully vetted and hand-selected from our years of experience to deliver your goals within the FWP.

Pensions

We work with FCA Regulated pension specialists to help your pensions grow in value, reduce costs and provide suitable flexible benefits

Investments 

Make your money work harder with a bespoke investment portfolio. Advice is covered by the FSCS and will include ISA's, Portfolio Investments and Bonds

Mortgages

Via a whole of market approach you will be provided the best advice and the most suitable mortgage, re-mortgage, buy to let or equity relase product will be sourced

Wills & Trusts

Inexplicably nearly 50% of the population dont have an up to date Will. It is simple to have peace of mind and take care of your family and impliment succession planning

Inheritance Tax

A record £5.2 billion in inheritance tax was given to the taxman last year. There are legitimate ways of reducing your Tax bill and ensuring the right people benefit

Insurance

Our Advisory Panel can help you with all your insurance and protection needs, from life, health and home to business protection and General Insurances. 

Loan Notes

A Property Loan Note is a common financial instrument used by firms to raise capital. It is a legally binding agreement to repay with interest of 10% PLUS over a set period.

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Business Funding

Are you looking for suitable funding options for your business to see your expansion, development and diversification plans become a reality 

Redress

In recent years we have seen investors adversely affected by unregulated investments, or received inappropriate advice from a regulated adviser.

Tax Planning

This service is available via a number of our Advisory Panel to help with personal and business tax planning matters in the UK and Internationally