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Forum Wealth Management
At the forefront of financial services
Address: Waltham Cross,
Hertfordshire, EN8 7QX
Telephone: 0207 920 7520
Fax: 0207 920 7521
E-mail: info@forumwealth.com
 Visit our Web
Site: www.forumwealth.com
Contact: Julieta Boveri
General information
- Fully Independent
- A group of specialist advisers who are experts in different areas
- Advisers have an average of seventeen years industry experience
- Close ties with various Accountants and Solicitors
- Experienced in dealing with all types of clients and situations
- Supported by Sage Financial Services Ltd.
Our Service
- One to one contact
- Friendly Jargon-free explanations
- Ensuring your portfolio is in balance
- Comprehensive explanations
- Ongoing support
- Cradle to grave service
Our areas of advice
| Personal |
Corporate |
Accountant & Solicitor
Services |
Savings & Investments
Tax Planning (including
Inheritances)
Retirement Planning
Life and Health Cover
Private Medical Insurance
Income Protection
Mortgage Protection
Buildings & Contents
Insurance
Mortgages |
Pension Schemes
Employee
Benefits
Tax Planning
Financing
Shareholder Protection
Key Person Cover
General Business Insurance
Commercial
Mortgages
Share-Option Schemes |
Deeds of Variation
Personal Pension
Contributions
Insurance Based Schemes
Maximising Business Reliefs
Reinvestment Relief
Nil-Rate Band Estate Planning
Salary Sacrifice
Potentially Exempt
Transfer
Chargeable Event Gains |
For Help Call: 0207 920 7520
Forum Wealth Management Ltd. Registered in England | Registered Number 4612359 | Registered
Office: Victoria House, 64 Paul Street, London EC2A 4NG. Appointed representative of Sage Financial Services Limited which is authorised by the Financial Services Authority.
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Pensions Advisers
