Rebecca Forman
Chartered Financial Planner, APFS Cert CII (MP&ER)
I have worked within the St. James's Place Partnership since the beginning of my financial services journey in 2015. I have gained experience from working as an adviser within a Practice to becoming an Associate Partner Practice and Principal of Forman Wealth Management.
About
Alongside my qualifications and experience, I believe my strength is to be able to build lasting relationships with my clients and really understand what’s important to them. I don’t believe in speaking jargon with clients; I give advice that is simple to understand. I believe this gives people peace of mind and helps them to recognise that we are a team working together for the same outcome.
I enjoy working with business owners and becoming a trusted part of their team. Seeing businesses thrive and grow is something I enjoy and get great satisfaction from. I believe in connecting people and especially in the context of Business to Business.
Outside of work I enjoy anything that’s outdoors, whether that be hiking in Scotland, mountain biking on the local forest trails or taking in part in charity runs. I am a long-standing member of my local Crossfit box in Scarborough and love being part of this community.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
