At Forman Wealth Management, we believe financial planning is necessary for everyone no matter what your goals might be, and no matter what stage of your financial journey you are at. We are experts in Wealth Management, but that doesn’t mean money is all we care about. First and foremost, we’re interested in people. We enjoy working with entrepreneurs and individuals from all walks of life who want to plan ahead. We don’t believe that the future should be left to chance and that planning is key to provide the best opportunity for a secure financial future. 

Financial planning can be complex, and people face a variety of challenges at different stages of their business or working life. We therefore take the time to understand your circumstances and design bespoke recommendations built around you and your needs, now and for the future. There is no one size fits all approach, and we understand the importance of getting it right.

We believe our value is embedded in the long-term relationships we create with clients and our family values. Our philosophy is straightforward; to provide whole of life planning that is personalised to you, in a way that’s simple to understand. 

Forman Wealth Management is proud to be a Partner Practice of St. James's Place, with a wide range of financial services and solutions under one roof; and access to industry experts with different specialisms who can help our clients if we can’t. St. James's Place provides an advice guarantee which means clients can benefit from the best of both worlds – dealing with an individual that they trust but with long term reassurance and peace of mind that they have the backing of a long established and award-winning FTSE 100 company. 

Corporate Social Responsibility is also a big part of St. James's Place, along with philanthropy which sees their Charitable Foundation put millions back into the community and help the less fortunate in the UK and abroad every year.