Forum Wealth Management is a professional Independent Financial Advisory firm operating in the private client and corporate market places.
We were created to work alongside professional partners such as Accountants and Solicitors and help them provide high quality financial advice to their clients.
We are a group of 20+ advisers who all operate within our own areas of specialisation. This provides us with experts in investment, retirement, inheritance tax planning, health care, insurance along with employee benefits and tax planning solutions.
We operate in both the fee and commission based market places providing on-going long term advice to all of our clients. Our company ethos is to always work on providing high degrees of added value and for that reason we offer a complimentary initial meeting to allow both our clients and ourselves to assess the degree of added value that can be generated.
