0207 920 7520
0207 920 7520
| 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 |
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.
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.
