Branch Forbes Holdings claims to be a financial services firm dedicated to assisting clients in building, managing, and preserving wealth. They state their mission is to provide personalized financial planning and investment management services, focusing on long-term client relationships and tailored strategies. However, it is crucial to note that the UK's Financial Conduct Authority (FCA) has issued a public warning identifying this entity as a potential clone firm operating without authorization (see Warning Report).

Founded in

United States