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Meet Jonathan Downe BA (Hon)

    0207 920 7522

    Jonathan Downe BA (Hon)
    Managing Director

    Jonathan has worked in Financial Services for over 25 years since leaving university. He founded Forum Wealth Management in 2003 using previous director experience with a view to mirroring those companies he looks after. Jonathan works closely with a number of professional connections mainly on the accountancy side advising personal clients as well as SMEs and owner-managed businesses.

    His main focus is on wealth management via investment, pension and Inheritance tax planning. 
    Jonathan is very proud of the service and advice that Forum Wealth Management provides for their clients and is committed to ensuring these high standards are maintained. Ensuring that there is a long term strategy in place for looking after clients is his number one priority.

    Outside of the office Jonathan is a keen golfer and an avid rugby fan who sadly has pushed his youngest son into the sport as he was never very good himself.