0207 920 7520

Financial Planning

Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As...

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Wealth Management

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of...

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Mortgages

Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should...

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Welcome to Forum Wealth Management Independent Financial Advisers in Aldgate, City of London.

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

At Forum Wealth Management we take great pride in providing a professional, personable and tailored service for our clients. We can assist throughout each step of an individual’s financial journey including wealth creation, wealth preservation, tax planning and property purchase.

 

Other Areas Of Expertise

    • Taxation

      Most of us face being taxed on our income, our capital gains, and in some circumstances the value of our estate when we die. Taxation can be very complicated and the rules, reliefs and allowances often change, so it

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    • Savings & Investments

      Often, people save for a specific reason and it's usually the safest way to build up a pot of money. It’s less risky than investing, but it offers limited growth. The most you'll earn on the money you save is the interest added.

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    • Retirement Planning

      When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed

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    • Life Assurance

      The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or

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    • Health Insurance

      Health Insurance is probably one of the most important types of insurance you can own. Without it, an illness or accident can have serious long-term financial implications for you

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    • Business Insurance

      All businesses are exposed to risks in their day-to-day operations. Without business insurance cover to provide protection against some of these risks, businesses would find it difficult to operate 

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    • Mortgages

      Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. Surely then you should seek mortgage

      Read more
    • Financial Planning

      Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be. As professional financial advisers we can help

      Read more
    • Wealth Management

      Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.

      Read more

Testimonials

  • "Forum Wealth Management was recommended to me by my accountant whom I had known for 20 years. As a consequence, Forum Wealth Management has advised me on investments since January 2010. I am very happy to say that they are just the advisers I needed"

    Charlie Chan
  • "Finding a financial adviser open to creating an ethical portfolio with thoughtful analysis, supportive commitment and good results has been very reassuring.

    Forum Wealth Management offers a proactive and personal service and are always available to answer queries.  Developing strong relationships with their clients is clearly a priority for this company."

    Tricia Barnett
  • "I have been a client of Forum Wealth Management for many years and am very happy with the service they provide. My contact there is professional, responsive and always happy to go the extra mile to deliver what is needed."

    Dean Handley
  • "I couldn’t recommend Forum Wealth Management highly enough, they are professional with a friendly approach, I have used the company for over 10 years and have received clear, honest advice that gives me real confidence in their recommendations."

    Adam Hindmarsh
  • "I would like to thank you and your team for the excellent job you do looking after my finances and pensions. I am, as you know, a busy woman running my shipping business and as a professional believe that when I know I am not competent to deal with I should find someone who is. In Forum I have found that. My mind is at ease as I know I get the best and most personal service."

    Perdi Hay
  • "On the recommendation of my Accountant, Forum Wealth Management have handled my financial affairs for several years now.  

    I am extremely satisfied with their services for several reasons: my adviser is never impatient, he always returns calls the same day and he treats me and the work he does for me with serious consideration of my circumstances.  

    Also, he has a fine sense of humour which, for me, leavens the boredom of finance."

    Jillian Kaye
  • "I have found Forum a pleasure to deal with since I became a client of theirs 5 years’ ago.  My adviser is always pleasant and welcoming and clearly knows what he is talking about.  In my time as a client he has made various recommendations to me, each of which he has explained clearly and without unnecessary jargon.  Those recommendations have shown that he understands my circumstances and that he is not prescribing a “one size fits all” approach.  I have recommended him to friends and family and would happily do so again."

    Mark Dingle
  • "Forum Wealth Management have been my advisors for nearly 15 years. My adviser delivers the firm and his personal expertise in a seamless and supportive service. We feel that his focused steer has given us opportunities to save and invest with a clear risk management strategy based on a personal and transparent relationship."

    Paramjit Matharu
  • "Forum Wealth has worked closely with Gillhams Solicitors over the last six years. They are very experienced Independent Financial Advisors and have advised on numerous matters ranging from complex investments relating to deputyship files to more straight forward investments on Probate matters.

    The reports prepared by Ian and his team are extremely clear and precise and he and his team are always available to discuss issues and clarify information."

    Hina Tailor
  • "I have been a Client of Forum Wealth management for some years now and can honestly say that my financial status has never looked so good. My adviser has looked after my finances for all that time and has always dealt with my financial matters in a most professional and helpful manner making sure all my needs were met. Having been rather unsure of how to proceed  with my money, after a messy divorce, I now feel very secure in how my financial future is being looked after."

    Danny Jansen
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