We are an award-winning, independent financial advice firm offering bespoke financial planning, investment and personal tax advice to High Net Worth Individuals and their families, Business Owners, c-suite professionals, Trustees and Executors.
For us it’s not about a one-off transaction, it’s about building a strong and lasting relationship through generations.
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Our private client team is expert, personable and highly qualified. The majority of our financial planners hold either the Certified Financial Planner (CFP) status, an internationally recognised advanced financial planning qualification or are Chartered Financial Planners, the premier qualification for financial advice professionals. We are the first firm to be dual accredited by both CISI (Chartered Institute for Securities & Investment) and the CII (Chartered Insurance Institute).
Financial planning is the process of identifying your long-term financial objectives, assessing your current position, and then establishing a strategy to get you there.
It is not a process that should jump to financial products or investment strategies but should combine in-depth conversations about your objectives and preferences with a wide knowledge of the tax, financial and investment landscape.
You should feel confident of your long-term financial position and what actions you need to take, whilst also being clear on the ongoing risks and how these can be managed.
Through our ongoing advice service, we then aim to monitor our clients’ strategies over time and adjust them according to changes in personal circumstances, legislation and economic factors.
We take pride in assisting our clients throughout the different stages of life in meeting their financial objectives and delivering the financial outcomes they are seeking.
Our private client team is expert, personable and highly qualified. The majority of our financial planners hold either the Certified Financial Planner (CFP) status, an internationally recognised advanced financial planning qualification or are Chartered Financial Planners, the premier qualification for financial advice professionals.
Their skills and expertise are consistently endorsed by client feedback. On VouchedFor, the UK’s leading review site for financial advisors, their average combined score is 4.8 out of 5.
"Natalie’s support has meant the world to us. She has helped us with decisions on retirement planning, investments after the sale of my husband’s business and tax laws. She has always taken into account our short-and long-term goals, such as planned expenditure and saving for retirement through investments." VouchedFor Feedback |
Why choose our financial planning services
Over the years we at Forvis Mazars Financial Planning have been honoured with several prestigious awards, reinforcing our reputation as a leading financial advice firm in the UK.
In 2024, we were proud to be named among the top financial advice firms in the FTAdviser Top 100 list, marking ten consecutive years of inclusion, with five of those years in the top five. Additionally, we won the Money Marketing Award for Best Investment Advice Firm, and we were recognised as one of VouchedFor’s top-rated firms for the fourth year. To top it off, we secured theCitywire New Model Adviser National Award, an accolade we have now won four times, recognising excellence in financial planning across the UK.
Building on this success, in 2025, we retained the Citywire New Model Adviser National Award for the fifth consecutive year. This award assesses firms on staffing, investment strategies, technology integration, client education, recruitment, and contributions to professional standards. Our continued success in this area highlights our dedication to long-term financial planning, client relationships, and our unwavering commitment to supporting families across generations.
If you would like to know more about how our Private client team can help you manage, plan or invest for your future, please get in touch below.
Forvis Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us: In writing: The Compliance Officer, Forvis Mazars Financial Planning Limited, 2 Chamberlain Square, Birmingham, B3 3AX By Phone: 0121 232 9500 By E-mail: FPCompliance@mazars.co.uk The Financial Ombudsman Service is available to sort out individual complaints that clients financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk |
High inflation levels, the impact of increased energy bills and successive National Living Wage (NLW) uplifts (that have exceeded inflation) have hit the care sector particularly hard. In fact, according to research from Laing Buisson, some individuals will be paying up to 20% more for a bed in a nursing or residential home, in 2023/24 than they would have done in 2021/22.
Why Forvis Mazars is the right choice for you.
Forvis Mazars are delighted to have been presented with the National Award at the Citywire New Model Adviser’s Awards 2025.
Forvis Mazars Financial Planning (formerly Mazars) has been named as one of the top financial advice firms in the FT Top 100 list 2024.
We are delighted to announce that Forvis Mazars has been awarded the 2024 Money Marketing Awards Best Investment Advice Firm.
Following the announcement that from April 2027, pensions will be included in the value of an estate for IHT purposes, many are now looking to protect their estate from a possible double or even triple tax charge.
It has now been confirmed that an Inheritance Tax (IHT) charge will be applied to pensions on death from April 2027.
From April 2027, pension funds will be subject to Inheritance Tax (IHT). While there is still some time before these changes take effect, most individuals will need to give serious consideration to their planning strategies, and potentially take action before April 2027.
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