FORUM WEALTH MANAGEMENT - Key Persons
Ada has worked in the financial services since 2016 and joined the Forum Wealth Management team in 2023 providing administrative support to the company.
Outside of work, Ada enjoys playing the piano, socialising with friends, and spending time with family over the weekend.
Chris has worked in financial services for over 10 years starting at a small IFA practice in Essex before moving to London to work for a large national IFA before moving to Forum in 2010. Having worked on the technical side of financial planning for a number of years he now splits his time between providing technical support and managing the operational side of Forum.
Chris currently holds the diploma in financial planning and is expecting to complete the advanced diploma in 2018.
Outside of work Chris is a keen sports fan and is happy to jump on any sporting bandwagon that is going, so during Wimbledon you will see him down the local tennis courts and during the Ryder Cup you are likely to find him attempting to play golf.
Fahim has worked at Forum since 2011 and provides administrative support to the company.
Fahim is a keen football and motor sports fan and can be found down the Go-Kart track most weekends.
Job Titles:
- Charted Financial Planner
- Director and Chartered Financial Planner at Forum
- Financial Planner
Ian is a Director and Chartered Financial Planner at Forum. Ian has worked as a financial planner for nearly 25 years, providing a comprehensive advice service to his clients on all aspects of financial advice, especially for clients with tax planning considerations.
Ian has many years' experience working with business owners and contractors who seek advice for themselves, as well as the companies they operate.
The later life stage of planning is a particular area of expertise for Ian as many of his wealthier clients have both retired and done their estate and care planning with Ian's help.
Away from work Ian is fortunate to be a happy father of two twin girl babies. He still enjoys finding time to read and get active in the outdoors- fell running, biking, hiking etc.
Jonathan has worked in Financial Services for over 25 years since leaving university. He founded Forum Wealth Management in 2003 using previous director experience with a view to mirroring those companies he looks after. Jonathan works closely with a number of professional connections mainly on the accountancy side advising personal clients as well as SMEs and owner-managed businesses.
His main focus is on wealth management via investment, pension and Inheritance tax planning.
Jonathan is very proud of the service and advice that Forum Wealth Management provides for their clients and is committed to ensuring these high standards are maintained. Ensuring that there is a long term strategy in place for looking after clients is his number one priority.
Outside of the office Jonathan is a keen golfer and an avid rugby fan who sadly has pushed his youngest son into the sport as he was never very good himself.
Job Titles:
- Financial Adviser
- Financial Planner
Larry has been a financial adviser for over 30 years, and joined Forum in 2003.
Job Titles:
- a Financial Planner
- Financial Planner
Lee joined Forum Wealth as a Financial Planner in 2021. Lee spent over 15 years in the Financial Services industry, working for some of the most highly regarded Accounting, Investment Management, and Insurance firms.
Outside of work, Lee is a sports fan, who also enjoys swimming, walking, and traveling with his family.
Lorna has worked for Forum for eight years. Her main responsibilities are the company pay role and accounts and supporting the advisers with all their administrative work.
Nathan has worked in Financial Services since 2006 and joined the Forum Wealth Management team in 2013.
Nathan provides technical support to the two Company Directors, Ian Wilson and Jonathan Downe. Having achieved the Certificate in Financial Planning, Nathan is currently studying towards the Diploma in Regulated Financial Planning.
Outside of work, he is a keen sportsman and willing to try anything as he is always looking for a new challenge. He also enjoys socialising with friends and family.
Rudath specialises in mortgage advice and has significant expertise in this area.
Job Titles:
- Financial Planner & Mortgage Advisor
Sam has been a Financial Planner for nearly 20 years.
Sam covers most areas of financial planning and is one of Forum's mortgage advisors with significant expertise in property purchases, re-mortgages and buy to let.
In his spare time he enjoys socialising and watching sport.
Sid came into Financial Services over 20 years ago after a career in Academia and Retail Management. Sid has a number of clients in Academia and specialises in Lump Sum Investments for income in Retirement for a number of Academics. He has co-authored a book titled 'Retiring Lives' and serves on Finance Committees for some charities.
Outside of Finance, Sid spends his time designing cuff-links and other merchandise, teaching Maths to Gifted and Talented Children and as a part-time Cricket Coach. He lives in Pimlico with his wife Tina and son Ankit and prefers to work from home as much as possible.