The Company
Forum Wealth Management Limited was formed as a specialist Independent Financial Advisory Group. The company was formed by hand-picking a group of advisers whose specialities complement and enhance the services provided by other professional advisers; Solicitors, Accountants, Surveyors, etc. The Financial Services and Markets Act 2000 created a need for a company like Forum Wealth Management as a large number of professional advisers ceased to provide financial advice.

The People
Each member of Forum Wealth Management has an average of sixteen years industry experience and are well versed in their respective fields. Each individual, as well as being an experienced “generalist”, has one speciality. The group as a whole has been selected to ensure that whilst there are overlapping areas of expertise there are no holes in their collective knowledge.

The Service
Forum Wealth Management provides bespoke wealth management solutions, it is not a retailer of financial products. In addition to the core areas, wealth management solutions may entail advice on specialist areas for instance; inheritance tax planning, business financial planning, investment strategies, employee benefit solutions, tax planning and pensions & divorce. Forum Wealth Management believes in building long-term relationships with clients, using lateral thinking and novel solutions to help them enjoy financial security and independence.

The Clients
Forum Wealth Management is primarily focused on professionals and the emerging affluent in London and the South East. This includes clients as diverse as; IT Contractors and Pensioners, Company Directors and Business Start-Ups. A typical client, for example, may well own their own business, need protection and pension advice or be a wealthy individual who is in need of investment planning. These individuals are often introduced via Forum Wealth Management's “Professional Connections”.

The Goals