Forum Wealth Management Limited was formed as a specialist Independent Financial Advisory Group. The company was formed by hand-picking a group of advisers whose specialities complement and enhance the services provided by other professional advisers; Solicitors, Accountants, Surveyors, etc. The Financial Services and Markets Act 2000 created a need for a company like Forum Wealth Management as a large number of professional advisers ceased to provide financial advice.
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Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks. Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy. Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample to provide for themselves and their family into the future. All businesses are exposed to risks in their day-to-day operations.