Forum Financial Associates
About Forum Financial Associates
Forum Financial Associates is owned jointly by Mark Hackett and Ami Stewart, and is a member of the St. James’s Place Partnership. With offices in a converted barn in Malmesbury on the edge of the Cotswolds, the business operates mostly in the surrounding area. Forum also has links with Strakers, a firm of estate agents with seven offices across Wiltshire.



Mark Hackett has been advising clients on their financial needs since 1994, founding Forum Financial Associates in 2001. Mark's areas of expertise fall within Asset Management, particularly Pensions and Investments. Married with 2 small children, Mark has lived in the Cotswolds all of his life. He enjoys time with his family, various sporting pursuits and travel.






Ami Stewart has been working within the financial services industry since 2002. As a Partner within Forum Financial Associates she specialises in mortgages and clients' protection needs. Ami lives in Bristol with her husband and son. Her pastimes include spending time with her young family, travelling and socialising with friends.






Gary Paul has been working in Financial Services since 1987. He joined Forum in 2007 and offers complete holistic financial planning to accommodate his clients’ needs and requirements. Gary lives in Corsham and has 2 daughters. Gary’s main pastime is Rugby and he is actively involved with a local junior side.







Ben Sloggett is an Associate Partner of The St. James’s Place Partnership and works closely with Forum Financial Associates. Ben has been working in Financial Services since 1998 and has achieved the Chartered Insurance Institute Diploma in Personal Financial Planning. He lives in Bristol with his wife and young family and is a member of the Bristol Committee for the St. James’s Place Charitable Foundation.





Richard Bulpin is an Associate Partner of the St. James’s Place Partnership and works closely with Forum Financial Associates. He has been working in the financial services industry since leaving Portsmouth University in 1996 and provides a comprehensive service to his clients. He lives in the Cotswolds with his Partner and their two young boys. Richard has many pastimes including golf and walking.




Working with other specialists
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