We See Wealth Differently…

Because we’re international financial advisers for global thinkers, movers, growers, visionaries, and legacy makers. And pulling that off takes a serious shift in perspective.

Wealth means more when it reflects who you are and what you value.

It’s not about chasing numbers — it’s about creating something that feels aligned, grounded, and deeply personal. At Forest Wealth, we offer family wealth management and cross-border financial advice that supports the lives our clients are actually living: mobile, multi-jurisdictional, and meaning-led. Whether you’re navigating international transitions, supporting the next generation, or shaping a legacy that stretches beyond borders, we provide the clarity to move forward with confidence, and the partnership to evolve with purpose.

For a life well lived.

Weirdly, It’s Not About the Money

Money is powerful, but it’s never the point. True wealth isn’t measured in cash, but what affluence makes possible. Freedom unleashed. Stability unlocked. Visions realised. Experiences enriched. Legacy founded.Money pays for things. Wealth transforms lives.This is where clarity meets perspective. Where long-term financial planning becomes deeply personal.And it starts, always, with understanding what matters most to you.

Clarity-led financial advice for expats and families. Work with international financial advisers who prioritise purpose, legacy, and long-term planning.

Expat

Clarity-led financial advice for expats and families. Work with international financial advisers who prioritise purpose, legacy, and long-term planning.

Retiring Couple

Clarity-led financial advice for expats and families. Work with international financial advisers who prioritise purpose, legacy, and long-term planning.

Digital Nomad

Clarity-led financial advice for expats and families. Work with international financial advisers who prioritise purpose, legacy, and long-term planning.

HNWI

Clarity-led financial advice for expats and families. Work with international financial advisers who prioritise purpose, legacy, and long-term planning.

Family

Who We’re Really Here For

We work with individuals and families living internationally — people whose financial lives span countries, generations and shifting priorities. Some are preparing for retirement or relocating across borders. Others are navigating succession planning, wealth transfer or the complexities of multi-jurisdictional assets.

What they share is a desire for more than transactions. They want clarity, alignment and advice that evolves with their lives — and so do you.

If you’re seeking family wealth management or wealth management for expats, we offer long-term financial planning that supports a life well lived, and meaning that outlives longevity.

How We Work

Discovery
Call Or Meeting

We start with a conversation. Unhurried, direct, entirely centred on you. No agenda, no hard sell. Just the space to speak openly with a trusted financial adviser ready to understand what wealth means to you, then help you realise your vision.

Your Decision, On Your Timeline

Thoughtful advice shouldn’t feel like a cattle prod or a lure. You’re not falling for bait, and you’re not part of the herd. We’ll move together when you’re ready — clear on your pathway, confident in the steps ahead.

Personalised Planning

We design financial strategies that fit. Whether you’re crossing borders, orchestrating your dream retirement, or simply seeking clear, structured advice. This is family wealth management and long-term investment planning shaped to you.

Long-Term Partnership

We’re not handing you a map and wishing you luck. We’re here to guide you through your wealth journey and life’s changes. This is long-term investment planning with a trusted financial adviser who won’t leave you to the wolves.

Why Forest Wealth?

Most private wealth management firms talk performance. Products. Prestige.We talk people. Perspective. Purpose.This isn’t about chasing headlines or playing status games. It’s about understanding what wealth means to you, and guiding it with care.We offer calm, ethical financial advice rooted in long-term thinking, financial literacy, and real human connection. No suits shouting in boardrooms. No pressure. Just clarity, empathy, and the space to make good decisions — on your terms.And because financial clarity shouldn’t be a privilege, we share what we know — creating space for deeper understanding, better questions, and more informed choices.

Meet The Team

  • Jennifer Toon-Davenport

    Jennifer Toon-Davenport

    Managing Director

    Leads Forest Wealth with nearly 20 years of global financial experience, blending regulatory expertise with ethical, adviser-first leadership.

  • Nathan D’Cruz

    Nathan D’Cruz

    Operations Director

    Drives operational excellence across Forest Wealth, aligning systems, compliance and global support to enable high-performing adviser teams.

  • Ian Davenport

    Ian Davenport

    Chief Financial Officer

    With deep international experience, Ian shapes Forest Wealth’s financial strategy through clarity, control and a commitment to long-term, sustainable growth.

  • Sarah Oglesby

    Sarah Oglesby

    Partnership Training & Technology Director

    Combines digital innovation with strategic training to empower advisers and deliver scalable, client-focused solutions across global markets.

  • Tom Owens

    Tom Owens

    Commercial Manager

    Supports adviser growth and operational excellence with a calm, systems-driven approach, helping build long-term, compliant success across the Forest Wealth network.

  • Alan Herbert

    Alan Herbert

    Head of Advisory & Sales

    Delivers trusted cross-border financial advice and leads growth across the business, combining global expertise with a calm, client-first approach.

Not Just Money. Meaning.

We take the time to understand what you want your investments to achieve and how your wealth can get you there. Together, we’ll design and manage a portfolio that grows, protects, and aligns with your goals, without hidden fees, generic solutions, or unnecessary complexity.

Forest Wealth