"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"

"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."

"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."

"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."

"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."

"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."

"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."

"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."

"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."

"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."