About Our Firm
Since 1996
With over *50 awards to its name, including ‘Charity Champion Of The Year’ and the SME Lifetime Achievement Award, Forte Financial has been the adviser of choice for our clients for more than 30 years
Given the success of the business, which started in 1996, Sandro Forte, its Managing Partner, is the author of the best-selling book ‘Dare To Be Different, an accomplished professional speaker and host of a very successful podcast, which ran on the Apple and Spotify platforms for more than three years.
Meet the team
Sandro Forte, FCII, FPFS, CFP
Managing Partner
Sandro started Forte Financial in 1996 and the firm is now recognised as one of the UK’s leading financial advisory practices, focusing on strong client relationships and very high levels of client service.
The business has won over 40 professional awards and all new clients come via introduction from existing clients and other professionals who recognise Forte Financial as a firm committed to representing the best interests of the families, business owners, sports stars and celebrities they advise.
Tom Forte, Dip (PFS)
Partner / Financial Adviser
One of Forte Financial’s qualified financial advisers supporting both his own clients and Forte Financial’s existing clients.
Vikki Goodman
Practice Manager
Vikki joined Forte Financial in 2009. As Office Manager she supports all office operations by organising and implementing administrative systems and processes within the business.
Sue Collins
Travel & Events Manager
Sue joined Forte Financial in July 2016 and is responsible for client service, travel, client events and general administrative support.
Wendy Evans
Executive Assistant to the Partners
Wendy joined Forte Financial following a career as a personal assistant. As Sandro’s Executive Assistant, she is responsible for diary management, client service and general administrative support.
Shelley Alnwick
Client Services Manager
Shelley is an experienced member of the Forte Financial team.
Responsible for building strong client relationships, ensuring exceptional service delivery, resolving issues proactively and co-ordinating with internal teams to maintain high levels of client satisfaction.
Ellie Evans
Client Support Manager
Ellie’s focus is on dealing with withdrawal requests, fund switches, and general client support services.
Andrej Urek
At Forte Financial, Andrej is responsible for all social media, marketing, and content production.
Client Reviews
★★★★★
“II’m sure Sandro’s business must hold a record in the Financial Services sector as in over 20 years he has never had a customer complaint in the Financial Services world which is an amazing achievement, but if you know Sandro you would realise his zero tolerance of anything less than excellent and putting his customer at the centre of all activities yields this impressive result. Sandro has built an excellent reputation personally as a thought leader in the business end of life and is already recognised as an accomplished author and his recent series of podcasts have embraced new technology. These podcasts have bought together in a non-profit way, the shared
experiences of over 20 business people who have achieved eminent success in their chosen activities in business, sport and entertainment. Through excellent facilitation of these interviews and drawing individuals out in their areas of expertise they have used and indeed how they have reversed the drift when things have not gone according to plan. They are excellent examples of how leaders can learn from other leaders and can almost provide the listener with the board the listener could never afford.”
SIR ERIC PEACOCK
★★★★★
“Sandro has been my financial advisor for over 10 years. He spent time getting to know and understand me so that we could really manage my finances in a way which was completely right for me. He has helped me to understand complex issues in a practical and meaningful way. In my experience Sandro always goes the extra mile. He provides a level of personal attention and customer care that is very rare to find. He is incredibly generous with his time to support others and aid their learning. A couple of specific examples, I met a young professional from Singapore who had been so impressed with Sandro that he asked to shadow him and I was delighted to agree to have him sit in one of our review meetings. He deeply appreciated the time and learning from Sandro. Sandro is always ready to share his knowledge and experience without any ego, simply with a generosity of spirit. More recently he spent time with my 20-year-old nephew, to give him guidance and
answer questions about managing his finances as he embarks on a professional sporting career. My nephew came away inspired and with practical ideas that he is putting into action. The time spent wit Sandro for those he mentors changes lives and has a ripple effect for good. He has given me confidence in my financial future
and I am very grateful indeed.”
LINDA WOOLSTON
★★★★★
“I have known Sandro Forte in a professional capacity since 1999. He was at first the advisor to The Whitehall and Industry Group, where I was then Business Director. When I left that job in 2000, Sandro became the independent financial advisor to my husband and me. In 2008, my husband died, leaving a complicated financial situation for me and four children. Sandro has given me enormous personal and professional support, since last century, and under extraordinary circumstances. One of the reasons I trust Sandro is that he understands how money can be an intensely emotional subject and he will always look out for my best interests financially, while taking those circumstances into account. Sandro is trustworthy to the highest possible degree. I have recommended him to a number of other people, including my family. I would also add that Sandro is very discreet and incredibly good at ensuring that information remains confidential – again, even in extraordinary circumstances.”
MARY FENWICK
★★★★★
“I would happily recommend Forte Financial to any friend or family member. I’ve personally known Sandro for 20 years and
he has always been a friend first but also from time to time been there to offer me sound financial planning suited to my needs at the time. Sandro has always explained everything, both in depth and in layman’s terms – as I often need to fully understand all
things proposed.
It’s also been very evident when I’ve spoken to Sandro that he cares mostly about helping to secure my financial future in the short and long term which is ideal for me as a sportsman preparing for life after cricket. Thanks for all your help and advice so far and I wish Forte Financial and all its clients a bright future.”
PETER TREGO, EX SOMERSET, NOTTS & ENGLAND
Why choose a Chartered Financial Planner
Forte Financial LLP have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII).
This is the industry’s gold standard for firms of financial planners. It confirms that we have satisfied rigorous qualification criteria by retaining highly-qualified staff who subscribe to the membership conditions of the CII.
It also involves a commitment to continuing professional development and adherence to an industry standard Code of Ethics. You can view the Code at www.cii.co.uk/code.
Only the UK’s premier financial planning firms qualify for Chartered status, so you can be confident that you are dealing with a leading business that is wholly committed to providing you with the best possible advice, service and support.
Please note that clicking a link will open the external window in a new window or tab. Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, products or services by St. James’s Place.
We are proud to be Chartered Financial Planners.
Call now for a Consultation
+44 20 3728 8370
Contact Info
85 Great Portland Street,
First Floor,
London, W1W 7LT
+44 20 3728 8370
Accreditation
Forte Financial LLP is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Forte Financial LLP is a Limited Liability Partnership registered in England and Wales, Number OC377808 Registered Office: 85 Great Portland Street, First Floor, London, W1W 7LT.
*Forte Financial has won a total of 51 separate awards, including:
London Chamber Of Commerce – Lifetime Achievement Award
Money Marketing – Charity Champion Of The Year
Vouched For – Top Rated Adviser
WFM Online Business – Customer Care Award
Openwork – Top Investment Adviser
Openwork – Best Small Practice
MDRT – Million Dollar Knight