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Who we are

It is our people, the team we have assembled, that allows us to stand out from our peers.

Founded in 1906, Forex is the world’s leading independent branded business valuation and strategy consultancy. Headquartered in the City of London, we are present in over 20 countries. We provide a unique global perspective through our global network and in-depth market and sector knowledge. This puts us in an excellent position to address the increasingly global needs of our clients.

Our work consists of:

  • We live with one purpose: to help you succeed.
  • A responsible business
  • Making you more confident in your ability to boost profits
  • We help finance your dreams
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“We love
small Business,
It’s our Passion
Kyle James - CEO & Founder at HipsterLab

Who we are

We will be available to sit with you on a regular basis and if you have questions, just calland we will make sure your questions are answered promptly.

A trust is a way of managing assets (money, investments, land or buildings) for people – types of trust, how they are taxed, where to get help.

We offer a range of private banking services tailored to your needs. Forex or lending? Our experts guide you to find the right solution worldwide.

When you do well, we do well.

We have the expertise, investment products, and reach of many of the large "wall-street" firms, yet we provide our services on a very personal level.

Experienced

We provide authoritative answers and advice about everything from personal finance to investing to estate planning

Always Available

We provide authoritative answers and advice about everything from personal finance to investing to estate planning

Professionals

We provide authoritative answers and advice about everything from personal finance to investing to estate planning

We’re Responsible

We provide authoritative answers and advice about everything from personal finance to investing to estate planning
Do you feel you need professional advice?
That is simple to understand and straightforward to implement.

We help you to grow your business

We will be available to sit with you on a regular basis and if you have questions, just calland we will make sure your questions are answered promptly.
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Satisfied customers

What Our Clients Say

We will be available to sit with you on a regular basis and if you have questions, just calland we will make sure your questions are answered promptly.

Being a company’s director requires maximum attention and devotion. This was exactly what I felt when turned to your products and services. All our questions and inquiries were answered effectively and right away. Our website has never looked better, ever. Thank you.

Adam Hallinan
Marketer at Finance Bank.

You never know what is gooing to happen until you try. But let me tell you that taking risk with these guys was totally worth it. Now we are a regular client, and this was probably the best decision we ever made! Our company appreciates your assistance and great work!

Bianca Hammound
Angle Invester at CityBank.

With Forex I have always been made to feel important.  Over the years the advice given has always been sound and well researched.  I have never been pressured into a decision.  Its not often that you can say that you enjoy the company of your financial adviser!!

Donald Simpson
CEO & Founder at King Finance Inc.

I enjoyed working with you guys very much! No matter what issues or questions popped up, you were always there to assist. I appreciate your service, quality products and professional approach in every aspect. Keep up the excellent job and let us know what comes next!

Maria Kerswell
Company Director at Loans & Finance.

Our Experts

From the moment you walk in our door, you will experience what we affectionately call The Harwood Way, a culture of always treating people with respect, listening and always working in our clients' best interests.
Financial Advisor
Alan Summers

Ronald Robertson has 20 years credit experience gained in insurance and banking, 12 of which were in European leveraged finance. He has worked for a number of banks including The Fuji Bank and Erste Bank within their credit, leveraged and acquisition finance departments and was responsible for sourcing, origination and analysis of Western European leveraged loan transactions.

CEO & Founder
Ronald Robertson

Ronald Robertson has 20 years credit experience gained in insurance and banking, 12 of which were in European leveraged finance. He has worked for a number of banks including The Fuji Bank and Erste Bank within their credit, leveraged and acquisition finance departments and was responsible for sourcing, origination and analysis of Western European leveraged loan transactions.

Chartered financial advisor
Jason Phillips

Ronald Robertson has 20 years credit experience gained in insurance and banking, 12 of which were in European leveraged finance. He has worked for a number of banks including The Fuji Bank and Erste Bank within their credit, leveraged and acquisition finance departments and was responsible for sourcing, origination and analysis of Western European leveraged loan transactions.

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From the moment you walk in our door, you will experience what we affectionately call The Harwood Way, a culture of always treating people with respect, listening and always working in our clients' best interests.