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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.
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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.