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Forum Wealth Management
At the forefront of financial services
Address: Godmans Lane, Marks Tey, Colchester, CO6 1XA
Telephone: 0207 920 7520
Fax: 0207 920 7521
E-mail: info@forumwealth.com
 Visit our Web
Site: www.forumwealth.com
Contact: Julieta Boveri
General information
- We are fully independent always with your best interests at heart. Our team of highly qualified advisers with an average of seventeen years industry experience can take care of your financial planning needs. Their specialities complement and enhance the services provided by other professional advisers; i.e. Solicitors, Accountants, Surveyors, etc. We are experienced in dealing with all types of clients and situations and we always offer complete, high quality service to clients.
- Supported by Sage Financial Services Ltd.
Our Service
- One to one contact
- Friendly Jargon-free explanations
- Ensuring your portfolio is in balance
- Comprehensive explanations
- Ongoing support
- Cradle to grave service
Our areas of advice
| Personal |
Corporate |
Accountant & Solicitor
Services |
Savings & Investments
Tax Planning (including
Inheritances)
Retirement Planning
Life and Health Cover
Private Medical Insurance
Income Protection
Mortgage Protection
Buildings & Contents
Insurance
Mortgages |
Pension Schemes
Employee
Benefits
Tax Planning
Financing
Shareholder Protection
Key Person Cover
General Business Insurance
Commercial
Mortgages
Share-Option Schemes |
Deeds of Variation
Personal Pension
Contributions
Insurance Based Schemes
Maximising Business Reliefs
Reinvestment Relief
Nil-Rate Band Estate Planning
Salary Sacrifice
Potentially Exempt
Transfer
Chargeable Event Gains |
For Help Call: 0207 920 7520
Forum Wealth Management Ltd. Registered in England | Registered Number 4612359 | Registered
Office: Victoria House, 64 Paul Street, London EC2A 4NG. Appointed representative of Sage Financial Services Limited which is authorised by the Financial Services Authority.
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Pensions Advisers
