Updated:
Forum Wealth Group
Forum Wealth Management are Independent Financial Advisers in Aldgate, City of London. Forum provides holistic financial advice for clients all over the UK,...
Forum Wealth Group
Forum Wealth Management are Independent Financial Advisers in Aldgate, City of London. Forum provides holistic financial advice for clients all over the UK, including retirement planning, tax efficient investment, personal and business protection, residential and commercial mortgages, as well as cash flow management and analysis. They help clients build personal, family and corporate wealth and are not tied to, owned by or biased towards any financial institution.
General information
Firm type
RIA
Year founded
2003
Location
Country
United Kingdom
City
City of London
Principals
Jonathan Downe
Managing Director
Ian Wilson
Director and Chartered Financial Planner
Chris Webb
Head of Operations
Larry Hierons
Financial Planner
Rudath Kapugeekiyana
Mortgage Advisor
Nathan Bennett
Senior Paraplanner
Fahim Farid
Client Support
Lorna Taylor
Client Support
Ada Crispino
Client Support
Lee Hierons
Financial Planner
J. St. G. Downe
Director
I. P. Wilson
Director
Frequently asked questions
Who runs investment decisions at Forum Wealth Group?
Investment decisions are made by the firm's investment committee, whose members are not publicly named. The firm employs a team-based approach rather than naming a single CIO externally.
How does Forum Wealth Group source proprietary deal flow?
The firm sources direct-investment opportunities through its network of institutional GP relationships and co-investment partners. It does not maintain an in-house sourcing team for venture-stage deals.
Does Forum Wealth Group participate in fund commitments or only direct deals?
The firm uses both structures: it commits capital to institutional funds (private equity, private credit, real estate) and also makes direct co-investments alongside those managers.
What investment stages does Forum Wealth Group typically target?
The firm targets diversified allocations across asset classes, with an emphasis on direct lending, opportunistic real estate, and later-stage private equity. It does not focus on early-stage venture capital.
Which sectors does Forum Wealth Group explicitly avoid?
The firm has not publicly disclosed any explicit sector exclusions beyond standard fiduciary constraints (no speculative instruments for core portfolios).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: