Forum Financial Associates | Independent Financial Advisers and Mortgage Brokers | Cotswolds, Wiltshire, Gloucestershire and Somerset areas.

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Unit 3,
Charlton Business Pk
Crudwell Road
Malmesbury
Wiltshire
SN16 9RU

Welcome to Forum Financial Associates
Independent Financial advisers and mortgage brokers

Forum Financial Associates is a privately owned business which is in no way affiliated to any one particular mortgage lender or insurance company. Because of this, you can be sure that you will receive independent advice from us.

We advise on mortgages and associated insurance, although we do also advise on Investments and Pensions.

We concentrate on one thing - finding an unbiased
solution for each of our clients, whatever their current
needs and circumstances.

Mortgages

How much can I borrow? Should I have a Tracker or Fixed rate mortgage? What will it cost? Who is offering the best rate? For these answers and more please contact us.

Investments

How can you be sure you are investing tax efficiently? Should you invest for growth, income or both? Would a regular savings plan be better than investing a lump sum? For these answers and more contact us.

Pensions

How much income can I expect when I retire? Are my existing pensions performing well? How much should I be contributing? For these answers and more, please contact us.

Protection

Do I need life assurance or Critical Illness cover? How can I protect my income? How can I protect my family? For these answers and more please contact us.

Your home may be repossessed if you do not keep up repayments on your mortgage.

We do not normally charge a fee as we are usually paid by the lender. However, you have the option to pay us a fee and receive any commission which we are paid by the lender. If you choose this option, we estimate that the fee will be £500.

House Prices

As at	Oct/08
Avg.	£168176
Index	-13.70%
Src: Halifax Group
Detail...

Retail Prices

As at	Sep/08
Index	5.00%
Src: HM Treasury
Detail...

This Internet site is directed to UK residents only. You are responsible for satisfying yourself that under the laws of your home jurisdiction you may lawfully access this Internet site.

Forum Financial Associates is authorised and regulated by The Financial Services Authority. Forum Financial Associates is entered on the FSA register (www.fsa.gov.uk/register/) under reference 430291.

The Financial Services Authority do not regulate Will Writing, Loans, Credit Cards, or some forms of Mortgage, Tax Advice, Offshore Investments, Estate Planning and Advice on Bank and Building Society Accounts.

The tax reliefs referred to throughout this Internet site are those currently applying in the United Kingdom to UK Tax Residents. These tax reliefs are liable to change. The value of any tax relief available will depend upon the individual circumstances of the taxpayer.

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Website last changed: 17/06/2008