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. We have offices in a prestigious location on the outskirts of Malmesbury, on the edge of the Cotswolds. The Business has both clients in the local area and throughout the UK. 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.






Working with other specialists
    more