Forum Wealth - Independent Financial Advisers

Forum Wealth Management are a London based firm of Independent Financial Advisers.

We provide advice to both individuals and companies and pride ourselves on the level of service that we can offer you.

The advice that we provide is split into the following four areas:

For individuals to maximise your investments and minimise the amount of tax that you pay.

Buildings & Contents Insurance

Critical Illness Cover

Estate & Inheritance Tax Planning

Investments

Life Assurance

Long Term Care Planning

Mortgages

Pension Planning

Private Medical Insurance

For companies and company directors who are looking to either provide pension / benefit schemes or wishing to sell their companies.

Corporate Investments

Death in Service

Employee Benefits

Employee Income Protection

Employee Pensions

Key Person Insurance

Partnership Protection

Private Medical Insurance

Share Incentive Schemes

Shareholder Protection

To help you minimise the amount of tax that you pay and provide the benefits you need.

Business Insurance

Critical Illness Cover

Income Protection

ISA's

Life Insurance Cover

Mortgages

Pensions

Tax Planning

Find out how we can help your clients. You can also access our financial planning tools.

Chargeable Event Gains and Personal Pension Contributions

Deeds of Variation

Insurance Based Schemes

Maximising Business Reliefs

A Day Opportunities

Nil-Rate Band Estate Planning

Reinvestment Relief

Salary Sacrifice

Taking Advantage of the Potentially Exempt Transfer Regime

Planning for Care Costs – Treatment of Investment Bonds

Terms and Conditions | Privacy Policy

Forum Wealth Management Limited is an appointed representative of Sage Financial Services which is authorised
and regulated by the Financial Services Authority | Registered in England | Registered Number 4812359 |
Registered Office: Victoria House, 64 Paul Street, London, EC2A 4NG |
Directors: J St.G Downe, I P Wilson, L H Schiffman

Sage Financial Services is entered on the FSA register (www.fsa.gov.uk/register) under reference 150452.
The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime.

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