Introducing Forum Financial Associates
Forum Financial Associates is a reputable established Wealth Management Practice based in the Cotswolds. Our holistic approach carries with it our philosophy of focusing on building and maintaining a long-term, trusted relationship with our clients, showing distinct quality, integrity and excellence, which in turn gives both our private and corporate clients financial peace of mind. This is why our business has grown over the years, by word of mouth and personal recommendation.
We appreciate that your financial situation is unique, and therefore, if financial advice is to be truly valuable, it must be based on a comprehensive and detailed overview of your financial circumstances.
So we have to get to know you, and sometimes just chatting about nothing is the best way to do that. It's all part of a simple philosophy that guides everything we do: that the first thing we earn is your trust.
That is precisely what we mean when we say that, as members of St. James's Place Wealth Management, we offer a personal wealth management service. We do not provide off-the-shelf (or off-the-web) solutions.