Forum was founded in 2003 and is based in the heart of the London business community. Our clients stretch far and wide both across the UK and internationally, we have three shareholding directors all of whom are actively involved both in the management of the practice and in advising clients

With a team of approximately 20 independent advisers all of whom hold specialist financial planning qualifications, we are delighted to be able to offer our clients a wide range of advice from IHT planning to equity release and from tax efficient investments to pension drawdown
Our advisers have an average of 16 years’ experience within financial services and are well versed in their respective fields; each adviser as well as being an experienced “generalist” also has a chosen specialist area
Our goal is to help our clients build and maintain personal, family and corporate wealth, to provide our clients with a proactive (not reactive) service and to ensure that all our recommendations for our clients have effective tax planning advice at their heart
At Forum we’re not tied to, owned by or biased toward any financial institution. We have access to the whole of the financial market place meaning we give advice on the very best solution for your personal situation

Trusting us with the family silver…

At Forum we are appointed representatives of Sage Financial Services Ltd, who provide us with compliance guidance and support to ensure that all the advice we give to you and the processes we use are fully up to date with both the requirements of the Financial Services Authority and the latest technology breakthroughs.

Here are just some of the reasons why you can trust us as your financial adviser now and in the future:

We have had no client complaints upheld against us and as appointed representatives of Sage Financial Services Ltd we hold full Professional Indemnity Insurance
Through our highly qualified advisers are able to provide both higher level pension transfer and opt out advice to clients as well as advice on home reversion plans and equity release.