Testimonials

Sandro is the most professional advisor I have met. From our first meeting his ability to listen, understand your individual needs and his knowledge and sincerity are exceptional. He responds so promptly to any questions and the advice he gives his clients is outstanding and truly given to meet your individual requirements. I have recommended Sandro to other professional colleagues, my own clients and indeed my own family.

Sandro has a very generous spirit. He is always willing to assist in helping others. He is also very generous with others with his time and money. It is obvious that it is very important to Sandro to give back to humanity. Sandro has very high ethical standards. He always puts others needs over his. I have known Sandro since 2014. We have become fast friends as I feel he is such a genuine person.

I first met Sandro randomly at a service station on the M40, Oxford as I recall and bought him a cup of coffee. I had never met him before but he was the next person in the queue and I have a thing that I do from time to time, my ‘little random act of kindness’ I call it, when I buy coffee for a stranger. The only contract is that the receiver had to pass on the kindness before Midnight of the same day…… doesn’t have to be monetary but must be a kindness!! We struck up a conversation (which doesn’t always happen in this situation) and found that we shared many of the same passions. I invited him to come join me sometime at one of my concerts (I am an Orchestral Conductor), as he was then based in Bristol and one of my bands is in Taunton, Somerset. We parted with a friendly handshake and a suggestion we would keep in touch. This we did and I can honestly say I have yet to meet a person who is more dedicated to his causes than Sandro. I have been one of his podcast guests and was honoured and humbled to do so as the premise of it is to get in touch with and reach out to, young people in such a way that they can be inspired and encouraged. By listening to him interview (he is very good at it), so many successful people from so many diverse disciplines encouraging his guests to impart some good and sound advice/life lessons/tricks of the trade etc. he has been able to show young people that anything can also be possible for them. It has proved to be a wonderful way to engage with our young folk.

How lucky are you to consider someone like Sandro Forte. Sandro has a big heart and a great brain. He treats the doorman as well as he treats royalty. He has a lot of social intelligence, a good sense of hour and a caring, compassionate attitude toward other human beings. He is a business and community leader who knows how to make good things happen that benefit everyone; everyone. He has a servant’s heart. He was a great father and son. He is an entrepreneur for good.

I honestly can’t say enough about what an amazing person Sandro Forte is. In addition to being one of the smartest, most brilliant businessmen I know – he is also truly one of the nicest, kindest, most thoughtful humans on the planet. Everyone I know adores him and his reputation is all about service to others, integrity and class. He is truly a character, with character. He is a wonderful dad, friend and overall just a great person – I am SO honoured to call him my friend.

Sandro Forte has been involved with the MDRT Foundation since 2001 as a donor, volunteer, fundraiser and advocate. I have had the pleasure of working with him on many of these initiatives since I joined the MDRT Foundation staff in 2005. Currently, Sandro serves on the Board of Trustees of the MDRT Foundation. He is a kind and generous person who commits himself to charitable work all year long. In addition to running a successful business and above all else, being dedicated to his family. The MDRT Foundation is grateful to e a part of his philanthropy

Sandro is an unusual person, I don’t think I know anyone else quite like him. We first met when I worked in a fundraising team at a charity – Sandro was always interested to learn about how he could get involved and how he might be able to help. He is generous with his time, expertise and his resources. Over time, I became a client of Forte Financial, I’m proud to say that Sandro has become a friend. I believe that Sandro has a creative soul, a business mind and a compassionate heart and that is what makes him unique and successful.

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.

I have known Sandro for more years that I care to remember as a client, friend, thought leader and disseminator of business knowledge over this period of time. He is of course a philanthropist by nature and over the years has supported so many good causes which have touched the lives of and positively affected so many individuals. His generosity is abundant. I’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.

Sandro brings to his profession a unique combination of integrity and deep financial brilliance together with a winning style, that is gives his clients the confidence and peace of mind that we are all seeking in an uncertain and complex world. He exudes equanimity and benevolence and I feel privileged to have him as my trusted adviser.

I am not entirely sure where I would be without Sandro Forte. When I met him I had been left in a real mess by another adviser and yet, at his own cost, he set about the task of getting me back on track. If it was not for Sandro I would not have a home, a business, or any financial security. I cannot speak highly enough of Sandro Forte and would thoroughly recommend him to anyone looking for a caring, service driven financial professional.

Over the several years that we have known Sandro Forte, we have never found him lacking in either advice given, attention to detail, promptness, personality or appearance, all of which must be endorsed by the following of the high net worth clients who use him.

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.

Throughout my working relationship with Sandro, he has demonstrated massive integrity and the natural ability to shape wealth management strategies. Sandro has a generosity of spirit with entrepreneurial flair.

We consider ourselves very fortunate to have been introduced to Forte Financial in 2011. The advice they give has always been sound. The service is of the highest quality and we can relax in the knowledge that our future is in good hands.

Sandro Forte invests a huge amount of time and care into his client relationships and is genuinely there for them at what can be a very difficult time.

Sandro Forte was recommended to me some 10 or so years ago and since such introduction Sandro has assisted me with various aspects of our company’s business, including complex inheritance tax issues. I have during such period been continually impressed by the integrity and service offered by Sandro and his staff and would have no hesitation in recommending his services, as I have on previous occasions.

My only regret is not meeting Sandro and Forte Financial earlier! Having met Sandro at a cricket event at Wormsley, on The Getty Family estate a year ago, he as never failed to impress with his enthusiasm and professional approach to his business. I love his attention to detail and style of communication and look forward to working more closely with Forte Financial over the coming months and years.

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 with 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.