Rebecca Forman (Financial Adviser)- Forman Wealth Management - Scarborough

Rebecca Forman and Forman Wealth Management: A Trusted Financial Advisor

For individuals and families seeking comprehensive and personalized financial guidance, Rebecca Forman and Forman Wealth Management presents a compelling option. Located in the heart of Scarborough, Yorkshire, this firm operates from Office 315, Woodend Creative Workspace, The Crescent, YO11 2PW, United Kingdom. They offer a dedicated service focused on providing robust financial planning solutions tailored to meet diverse needs. The firm prides itself on fostering a client-centric approach, prioritizing clear communication and a deep understanding of each client’s unique circumstances and aspirations.

About Rebecca Forman

Rebecca Forman, the founder of Forman Wealth Management, is a qualified and experienced financial advisor. She brings a wealth of knowledge and a genuine commitment to helping clients achieve their financial goals. Her expertise extends to a wide range of financial matters, including mortgage advice, investment planning, retirement planning, and estate planning. Rebecca’s philosophy centers on building long-term relationships with clients, offering ongoing support and adapting strategies as life evolves. She is recognized as a women-owned business, emphasizing a commitment to professionalism, integrity, and a collaborative approach.

Key Services and Specializations

Forman Wealth Management specializes in providing a holistic suite of financial services. Their core offering revolves around comprehensive financial planning. This includes:

• Mortgage Advice: Rebecca possesses a strong understanding of the mortgage market and can assist clients in navigating the complexities of securing a suitable loan, ensuring they receive the most favorable terms.
• Investment Planning: The firm helps clients develop and implement investment strategies aligned with their risk tolerance, time horizon, and financial objectives. They consider various asset classes, including stocks, bonds, and mutual funds.
• Retirement Planning: Planning for a comfortable retirement is a crucial aspect of financial security. Forman Wealth Management assists clients in estimating retirement needs, developing savings plans, and exploring different retirement account options.
• Estate Planning: Protecting assets and ensuring a smooth transfer of wealth to future generations is a significant concern for many. Rebecca can advise on estate planning strategies, including wills, trusts, and inheritance tax planning.

Beyond these core services, Forman Wealth Management also offers online appointments and onsite services, catering to the convenience and preferences of their clients. The office is designed to be fully wheelchair accessible, with a dedicated wheelchair accessible parking lot, wheelchair accessible restroom, and a gender-neutral restroom, demonstrating a commitment to inclusivity and accessibility.

Facilities and Accessibility

The firm’s location at Woodend Creative Workspace provides a modern and professional environment. Clients can expect a welcoming and efficient experience. The office is equipped with necessary technology to facilitate seamless communication and data management. Furthermore, the firm’s commitment to accessibility is evident in the provision of a restroom and a requirement for appointment scheduling, ensuring clients can comfortably and confidently engage with the services offered.

Client Feedback and Reputation

The positive feedback received by Forman Wealth Management is a testament to the quality of their services. Currently, the company boasts 18 reviews on Google My Business, with an impressive average rating of 5/5. These reviews consistently highlight the firm’s responsiveness, quality, and the provision of highly informative advice. Clients frequently praise Rebecca’s thoroughness, her ability to explain complex financial concepts in a clear and understandable manner, and her dedication to putting their clients’ needs first. The recurring theme of ‘110%’ service suggests a genuine desire to exceed expectations and deliver exceptional value. The firm’s commitment to building trust and providing peace of mind is clearly valued by its clientele.

Contact Information

To schedule an appointment or learn more about Forman Wealth Management, please contact them at the following:

• Phone: 1723332080
• Website: formanwealthmanagement.co.uk
• Address: Office 315, Woodend Creative Workspace, The Crescent, Scarborough YO11 2PW, United Kingdom

Forman Wealth Management strives to be a reliable and trusted partner in your journey towards financial well-being.

👍 Reviews of Rebecca Forman (Financial Adviser)- Forman Wealth Management

Kimberly J.

5/5

Responsiveness, Quality, Very informative

Recently went to Becky Forman to help us with our mortgage. Literally the best stress free service we have ever received. The quality of the service given is 110% . Professional throughout and very importative and thorough , making sure we understood everything.

Highly recommended and wouldn't go anywhere else.

Our future finance needs all covered.

If I could give 10 stars 🌟 , we would .

Kate D.

5/5

We used Forman Wealth Management to set up our private pensions. Becky couldn't have been any more helpful, she guided us through everything, ensuring we understood exactly what we were signing up to. She was welcoming, friendly and professional and we would most definitely use them again for our financial management needs.

Ryan C.

5/5

Rebecca & Andy at Forman Wealth Management were an absolute pleasure to deal with upon my recent mortgage application. They were informative, professional & friendly throughout & delivered a 5 star service. I would highly recommend them as the overall experience was exceptional. Best of luck to them both for the future

Tony W.

5/5

Rebecca was highly recommended by a friend of mine. She was incredibly professional and helpful when I got in touch. I couldn’t be happier with the results from our meeting. Huge thanks again for all your help.

Lisa C.

5/5

Rebecca and Andy are brilliant at explaining complex information in a clear and concise way. They have helped us navigate everything from mortgages to insurance, savings and pensions all with quick responses and great advice. I recommend them very highly.

Stacey W.

5/5

A couple of years ago I got in touch with Rebecca and Forman Wealth Management to set up a personal pension and some insurance for my business. Throughout the process she was very professional, helpful and explained everything to me in great detail so I would understand. I highly recommend

Ben D.

5/5

Rebecca was a pleasure to speak with regarding our personal finances. She talked us through our expenses and advised on appropriate products to help us reduce our outgoings and set aside money for our children. Overall a five star service.

Chris M.

5/5

I use Andrew and Rebecca for my private pension and home insurance. They are amazing, very knowledgeable and professional, always putting my needs first. Brilliant service by brilliant people. Thanks guys.