Independent Financial Advisor in Peterborough, Cambridgeshire

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Forum Wealth Management is a London based firm of Independent Financial Advisers.

Whether you are an individual or a business, at Forum we pride ourselves on our range of advice, our level of expertise and the service standards that we can offer our clients.

We are proud of our advice record and the achievements of our advisers in providing holistic wealth management advice to personal clients and business owners. Here are just some of the highlights from our successful history in doing exactly what we do best; advising people like you to achieve their financial and life goals.

•     Forum was founded in 2003 and is based in the heart of the London business     community however our clients stretch far and wide both across the UK and     internationally



•     We have three shareholding directors all of whom are actively involved both in the
      management of the practice and in advising clients



•     With a team of approximately 20 independent advisers all of whom hold specialist     financial planning qualifications, we are delighted to be able to offer our clients a wide     range of advice from IHT planning to equity release and from tax efficient investments     to pension drawdown



•     Our advisers have an average of 16 years' experience within financial services and are     well versed in their respective fields; each adviser as well as being an experienced     "generalist" also has a chosen specialist area



•     Our goal is to help our clients build and maintain personal, family and corporate     wealth, to provide our clients with a proactive (not reactive) service and to ensure     that all our recommendations for our clients have effective tax planning advice at their     heart



•     At Forum we're not tied to, owned by or biased toward any financial institution. We     have access to the whole of the financial market place meaning we give advice on the     very best solution for your personal situation

Our clients all recognise the value of holistic financial advice and our service provides them with exactly what they expect. Before we even meet with a new client we will check with them just what they are hoping to achieve from the advice process to ensure that there really are ways in which we can help them to achieve their goals. So when you become our client you can rest assured that your financial needs will be at the heart of everything we do; so whether you want to secure your financial future, buy your first home, realise a life long dream or protect your family's lifestyle no matter what happens Forum are here to help.

Dependent on the complexity of our client's financial situation, their level of investments and how hands on they would like our ongoing service to be, we contact our clients as often as every three months offering them the opportunity to discuss with us any changes that may have happened and review the performance of their existing investments and policies against their changing needs and aspirations.

To find out more about how we can make your financial dreams a reality contact Julieta Boveri on 0207 920 7520 or e-mail Julieta at info@forumwealth.com or visit our website at www.forumwealth.com

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