Our Company
Forum was founded in 2003 and is based in the heart of the London business community. Our clients stretch far and wide both across the UK and internationally, we have two shareholding directors both of whom are actively involved both in the management of the practice and in advising clients.
Forum has grown steadily since 2003 and now comprises of a team of 15 individuals. Forum provides holistic financial advice for clients all over the UK, including retirement planning, tax efficient investment, personal and business protection, residential and commercial mortgages, as well as cash flow management and analysis.
At Forum we pride ourselves on the fact that we are not tied to, owned by or biased towards any financial institution. We have access to the whole of the financial market place meaning we give advice on the ideal solution for our client’s personal situation.
We are a member of both SOLLA (Society of Later Life Advisers) and SIFA (Solicitors Independent Financial Advice) which is listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.
We are appointed representatives of the award winning Sense Network Limited, who provide us with compliance guidance and support to ensure that all the advice we give to you and the processes we use are fully up to date with both the requirements of the Financial Conduct Authority and the latest technology breakthroughs.
This is a Lifetime mortgage or Home Reversion Plan. To understand the features and risks, ask for a personalised illustration.
The Financial Conduct Authority does not regulate Tax advice.
CHECK THAT THIS MORTGAGE WILL MEET YOUR NEEDS IF YOU WANT TO MOVE OR SELL YOUR HOME OR YOU WANT YOUR FAMILY TO INHERIT IT. IF YOU ARE IN ANY DOUBT, SEEK INDEPENDENT ADVICE.
Forum was founded in 2003 and is based in the heart of the London business community. Our clients stretch far and wide both across the UK and internationally, we have two shareholding directors both of whom are actively involved both in the management of the practice and in advising clients.
Forum has grown steadily since 2003 and now comprises of a team of 15 individuals. Forum provides holistic financial advice for clients all over the UK, including retirement planning, tax efficient investment, personal and business protection, residential and commercial mortgages, as well as cash flow management and analysis.
At Forum we pride ourselves on the fact that we are not tied to, owned by or biased towards any financial institution. We have access to the whole of the financial market place meaning we give advice on the ideal solution for our client’s personal situation.
We are a member of both SOLLA (Society of Later Life Advisers) and SIFA (Solicitors Independent Financial Advice) which is listed in the SIFA Directory of Professional Financial Advisers, which is endorsed by the Law Society.
We are appointed representatives of the award winning Sense Network Limited, who provide us with compliance guidance and support to ensure that all the advice we give to you and the processes we use are fully up to date with both the requirements of the Financial Conduct Authority and the latest technology breakthroughs.
This is a Lifetime mortgage or Home Reversion Plan. To understand the features and risks, ask for a personalised illustration.
The Financial Conduct Authority does not regulate Tax advice.
CHECK THAT THIS MORTGAGE WILL MEET YOUR NEEDS IF YOU WANT TO MOVE OR SELL YOUR HOME OR YOU WANT YOUR FAMILY TO INHERIT IT. IF YOU ARE IN ANY DOUBT, SEEK INDEPENDENT ADVICE.
