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WD - Watford

Jennifer Goldsmith of
    Thinc Group Ltd
Ashley Law
    Rickmansworth
Stephen Grant
    IFA Partner
    at Positive Solutions
MH Financial
    Management Limited
Forum Wealth
    Management Limited

Forum Wealth Management Ltd

Address: Covers Watford and all WD postcode areas
Telephone: 020 7017 3730
Fax: (0207) 251 1401
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 Inter-Alliance plc, the Largest National IFA
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
  • Savings & Investments
  • Tax Planning (including Inheritances)
  • Retirement Planning
  • Life and Health Cover
  • Private Medical Insurance
  • Income Protection
  • Mortgage Protection
  • Buildings & Contents Insurance
  • Mortgages (Via Forum Mortgages)
Corporate
  • Pension Schemes
  • Employee Benefits
  • Tax Planning
  • Financing
  • Shareholder Protection
  • Key Person Cover
  • General Business Insurance
  • Commercial Mortgages
  • Share-Option Schemes


For Help Call: 020 7017 3730


Forum Wealth Management Ltd. Registered in England | Registered Number 4612359 | Registered
Office: Lansdowne House, City Forum, 250 City Road, London. EC1V 2QZ. Appointed representative of Inter-Alliance (Group Practices) Ltd of Tuition House, 27-37 St. George’s Road, Wimbledon. SW19 4DS which is authorised by the Financial Services Authority. Inter-Alliance (Group Practices) Ltd. is a wholly owned subsidiary of Inter-Alliance Group plc.

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