# Forum Wealth Management Limited

## Details

- **Company number:** [04812359](https://find-and-update.company-information.service.gov.uk/company/04812359)
- **Status:** Active
- **Type:** Private Limited Company
- **Incorporated:** 26 Jun 2003
- **Registered office:** 46 ALDGATE HIGH STREET, LONDON, EC3N 1AL
- **Nature of business:** [65110](/sic/65110) Life insurance, [65120](/sic/65120) Non-life insurance, [65300](/sic/65300) Pension funding



## Officers

| Name | Role | Appointed | Resigned |
|---|---|---|---|
| CHETTLEBURGHS SECRETARIAL LTD | corporate-nominee-secretary | 26 Jun 2003 | 26 Jun 2003 |
| PORRITT, Gavin David | director | 16 Mar 2005 | 1 Dec 2007 |
| SCHIFFMAN, Lester Harvey | director | 6 Apr 2007 | 1 Dec 2010 |
| WILSON, Ian Paul | director | 14 Sep 2007 |  |
| WILSON, Ian Paul | secretary | 26 Jun 2003 |  |
| DOWNE, Jonathan St. George | director | 26 Jun 2003 |  |



## Control

| Name | Nature of control | Notified | Ceased |
|---|---|---|---|
| Mr Ian Paul Wilson | significant-influence-or-control | 6 Apr 2016 |  |
| Mr Jonathan St. George Downe | ownership-of-shares-50-to-75-percent, voting-rights-50-to-75-percent, right-to-appoint-and-remove-directors | 6 Apr 2016 |  |



## Accounts

| Year ended | Net assets | Cash | Employees |
|---|---|---|---|
| 31 Mar 2026 | £170,954 | - | 0 |
| 31 Mar 2025 | £175,385 | £195,065 | 4 |
| 31 Mar 2024 | £165,022 | £182,931 | 4 |
| 31 Mar 2023 | £125,520 | £143,766 | 4 |
| 31 Mar 2022 | £103,293 | £139,359 | 4 |
| 31 Mar 2021 | £49,472 | £56,476 | 5 |
| 31 Mar 2020 | £31,932 | £46,868 | 5 |
| 31 Mar 2019 | - | £35,261 | 5 |
| 31 Mar 2018 | - | £49,416 | 5 |
| 31 Mar 2017 | - | £31,101 | 5 |
| 31 Mar 2016 | - | £14,575 | - |





## Directors' other companies

- [DOWNE, Jonathan St. George](/person/6407828) - director at [Jonathan Downe Limited](/company/07743848)



## Companies at the same address

- [Eshold Limited](/company/15909735) (15909735)
- [Innovention Investments UK Ltd](/company/10683376) (10683376)
- [JB Caldon Limited](/company/11865809) (11865809)
- [JW Allegro Limited](/company/09207221) (09207221)
- [KRW Kashing Company Ltd](/company/13159259) (13159259)
- [Matthew Dominic Limited](/company/07931072) (07931072)
- [Wong Squared Limited](/company/10798870) (10798870)