Forum Financial Associates
About Forum Financial Associates
Working with other specialists

I often work alongside clients’ own solicitors and accountants providing a complementary service and a fresh perspective to ensure that all aspects of their financial affairs are considered.

Like me, all members of St. James's Place Partnership are expert advisers in their own right, some have exceptional expertise in specific and often highly technical areas. I work closely with Gemma Walters Wealth Management Ltd as an Investment and Inheritance Tax Planning Specialist including the ever topical Later Life Planning. If your circumstances require Gemma’s expertise, I will consult and if necessary introduce you to her, just as I am consulted on particular areas by other Partners.


Gemma Walters Wealth Management Ltd is owned by Gemma Walters and is a partner practice of St. James's Place Wealth Management. Gemma is an Investment, Inheritance Tax and Long Term Care Planning Specialist. Gemma has been providing wealth management services for over 15 years with the majority of her career being been spent with two leading UK Private Banks, including Coutts & Co. Gemma is now working closely with Forum Financial Associates helping advise their clients in these specialised areas.