Partner Practice of
St. James's Place Wealth Management
 

Sandro Forte, Managing Partner

Sandro Forte has built a business which centres on relationships and client service.

He represents the interests of some of the UK's wealthiest and highest profile sports stars, celebrities and business owners, with all new enquiries coming from personal introduction from existing clients or from other professionals.

He has written a best-selling book (now published in 8 languages) and lectures on businesses success and personal development all around the world.

Sandro and the team at Forte Financial LLP have a strong reputation for sound advice, supported by a real commitment to long term partnerships with the individuals and businesses they support.



Mark Brock, Mortgage Specialist

Mark Brock is something of a ‘veteran’ as a financial services professional, and he has built an impressive portfolio of clients and contacts through his ability to take the seemingly difficult (and often impossible) and get a positive outcome.

Mark operates from the Forte Financial office in Rickmansworth and so many of his clients are based in the London area, though the work he does for both individuals and businesses covers the whole of the UK.

In 2013 Mark was made a Partner of Forte Financial due to his loyalty and outstanding contribution to the business and the clients we serve.



Kim Wilson, Partner

Kim began her career in the financial services industry in 2004. Her considerable knowledge and experience allows Kim to identify her client's financial objectives and develop a bespoke strategy to help clients achieve these within a desired timescale.

Based in the Sheffield, Kim works with clients throughout the North of England. She has built her reputation on delivering robust advice and a client centered service, explaining the complexities of financial planning in a clear and understandable way whilst providing clients with an informed choice and peace of mind.



Nici Currell, Client Services Manager

Nici started her career in Financial Services in 1997 working for Royal & Sun Alliance in a variety of roles before the company closed in 2002. She then went on to work in both an administrative role and as a Mortgage Adviser before joining Forte Financial in 2008 as Client Services Manager.

Nici looks after the Client Services team and is responsible for all client facing work relating to meetings, writing reports, producing illustrations, processing applications and the ongoing service of creating valuation reports and arranging client reviews.

Nici has developed a wealth of knowledge and experience over many years and works closely with all Partners in assisting our clients.



Julia Withers, Client Services Administrator

Julia started her career in the Financial Services industry in 1988 working for Clerical Medical Investment Group as a Senior Support Advisor until leaving for a career change in 2006.

A role in Crime Analysis for a local Police Authority followed until Julia returned to work in financial services, joining Forte Financial LLP in 2016 to provide support for Nici Currell in a Client Services Administrator role.



Vikki Goodman, Administration Manager

Vikki joined Forte Financial LLP in 2009. She supports all office operations by organising and implementing administrative systems and processes for Sandro Forte and other members of the team.

Vikki has 25 years secretarial experience, having worked predominantly in the legal profession encompassing a variety of roles within different departments including litigation, probate and corporate. Her final position was Paralegal in the Criminal Department providing support to Barristers at client conferences and also attending Crown Court hearings.

Vikki has a breadth and depth of knowledge and experience within the work environment and compliments the team at Forte Financial LLP.



Sue Collings, Administrator

Sue left school in 1988 and started her first job, working for Natwest Bank. Over the ensuing years Sue has held various positions allowing her the time to live and work abroad, for a quality of family life. Most of Sue's roles have been administrative - and prior to Sue's current role she was working as a Postal Operative.

Sue joined Forte Financial LLP in July 2016 to support Vikki Goodman in the administration department. Sue looks after all non-client meetings, travel arrangements, reservations and handles all our client events.