Forum Financial Associates
About Forum Financial Associates
Client Testimonials

"Mark is very active ensuring we have been advised to optimise our investments, protect our estates (work and home) and plan pensions for our retirement strategy. He ensures that the specialists at St. James's Place are fully utilised for our specific needs if needed. The workshops held at Forum have been of great benefit as they are a good reminder of changes in legislation and tax that directly affect your business and personal situation. I would not hesitate in recommending him to anyone."

S Batten, Malmesbury


"We have been clients of Mark’s since early 2006 and during this turbulent time I have found his advice reassuring, sensible and focussed on results. He is willing to offer pro-active advice suggesting different approaches and to act as a sounding board for my own ideas. I wouldn’t hesitate to recommend him to others."

G Winterbourne, Sherston


"Mark has been invaluable in the understanding of my personal and business requirements. The advice he has given me is second to none. It has been and will continue to be a great pleasure to do business with Mark and I look upon him as not only an adviser but as a trusted friend."

M Stinson