0207 920 7520
0207 920 7520
"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."
| Value | Move | % |
| FTSE 100 | ||
| 8084.61 | -20.71  | -0.256 |
| FTSE 250 | ||
| 20450.69 | 51.309  | 0.252 |
| FTSE 350 | ||
| 4463.29 | -8.4 | -0.188 |
| FTSE All Shares | ||
| 4421.11 | -7.8 | -0.176 |
| Dow Jones | ||
| 42840.26 | 498.023 | 1.176 |
| Nasdaq | ||
| 19572.598 | 199.83 | 1.031 |
Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.
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.
...
Ian is a Director and Chartered Financial Planner at Forum. Ian has worked as a financial planner for nearly 25 years, providing a comprehensive advice service to his clients on all aspects of financial advice, especially for clients with tax planning considerations.
Ian has many years’ experience working with business owners and contractors who seek advice for themselves, as well as...
Chris has worked in financial services for over 10 years starting at a small IFA practice in Essex before moving to London to work for a large national IFA before moving to Forum in 2010. Having worked on the technical side of financial planning for a number of years he now splits his time between providing technical support and managing the operational side of Forum.
Chris currently...
Larry has been a financial adviser for over 30 years, and joined Forum in 2003.
Sid came into Financial Services over 20 years ago after a career in Academia and Retail Management. Sid has a number of clients in Academia and specialises in Lump Sum Investments for income in Retirement for a number of Academics. He has co-authored a book titled 'Retiring Lives' and serves on Finance Committees for some charities.
Outside of Finance, Sid spends his time designing...
Rudath specialises in mortgage advice and has significant expertise in this area.
Nathan has worked in Financial Services since 2006 and joined the Forum Wealth Management team in 2013.
Nathan provides technical support to the two Company Directors, Ian Wilson and Jonathan Downe. Having achieved the Certificate in Financial Planning, Nathan is currently studying towards the Diploma in Regulated Financial Planning.
Outside of work, he is a keen sportsman and...
Fahim has worked at Forum since 2011 and provides administrative support to the company.
Fahim is a keen football and motor sports fan and can be found down the Go-Kart track most weekends.
Lorna has worked for Forum for eight years. Her main responsibilities are the company pay role and accounts and supporting the advisers with all their administrative work.
Outside of work Lorna enjoys walking, the arts and foreign language films.
Ada has worked in the financial services since 2016 and joined the Forum Wealth Management team in 2023 providing administrative support to the company.
Outside of work, Ada enjoys playing the piano, socialising with friends, and spending time with family over the weekend.
Lee joined Forum Wealth as a Financial Planner in 2021. Lee spent over 15 years in the Financial Services industry, working for some of the most highly regarded Accounting, Investment Management, and Insurance firms.
Outside of work, Lee is a sports fan, who also enjoys swimming, walking, and traveling with his family.
Taxation
Savings & Investments
Mortgages
Forum Wealth Management Limited is an appointed representative of Sense Network Limited which is authorised and regulated by the Financial Conduct Authority. Sense Network Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 465124.
Registered Office: 46 Aldgate High Street, City of London, EC3N 1AL. Registered Number 4812359. Directors J. St. G. Downe, I. P. Wilson.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses arent able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime.
