Testimonials

• Jillian Kaye

  "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."

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  "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 advise

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• Mark Dingle

  "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."

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  "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

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• Paramjit Matharu

  "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."

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  "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 giv

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• Hina Tailor

  "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."

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  "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 in

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• Danny Jansen

  "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."

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  "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 an

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