INDIVIDUAL SOLUTIONS

Please find below a range of services Alexander Forbes Group can offer on an individual client basis.

Wealth Management

Alexander Forbes Wealth Management can provide specialist advice to high earners and wealthy individuals and offer a range of products and investment tools including stocks & shares ISA.

The Annuity Bureau

The Annuity Bureau provides a full range of "at retirement" services for individuals to help with the purchase of annuities. There are many options available and we can help you understand them to ensure you get the best rates and the most suitable products.

The Drawdown Bureau

If you have a large retirement fund, or other investments you want to use for your retirement we would recommend that you talk to The Drawdown Bureau, which is part of the specialist Wealth Management division within Alexander Forbes that advises high earning or wealthy individuals on all aspects of their financial planning.