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

Address: Office 315, Woodend Creative Workspace, The Crescent, Scarborough YO11 2PW, United Kingdom.
Phone: 1723332080.
Website: formanwealthmanagement.co.uk.
Specialties: Financial planner.
Other points of interest: Identifies as women-owned, Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Gender-neutral toilets, Toilets, Appointment required.
Opinions: This company has 18 reviews on Google My Business.
Average opinion: 5/5.

Location of Rebecca Forman (Financial Adviser)- Forman Wealth Management

1723332080

Rebecca Forman is a distinguished Financial Adviser at Forman Wealth Management, located at Office 315, Woodend Creative Workspace, The Crescent, Scarborough YO11 2PW, United Kingdom. She can be reached at 1723332080. To learn more about her services, visit the website formanwealthmanagement.co.uk.

As a financial planner, Rebecca Forman is an expert in providing financial advice to help clients make informed decisions about their money. She specializes in creating personalized financial plans tailored to each client's unique needs and goals. With her guidance, clients can build a solid financial foundation that will help them achieve their long-term financial aspirations.

Forman Wealth Management is proud to identify as a women-owned business, committed to promoting diversity and inclusion in the financial industry. The company offers online appointments, making it easy for clients to schedule consultations from the comfort of their homes. On-site services are also available, ensuring clients can meet with Rebecca Forman in person if they prefer.

Accessibility is a top priority for Forman Wealth Management. The office has a wheelchair-accessible car park and entrance, making it easy for clients with mobility challenges to access the building. Gender-neutral toilets and wheelchair-accessible toilets are available on-site, ensuring all clients feel comfortable and welcome. An appointment is required to meet with Rebecca Forman, providing clients with the privacy and attention they deserve.

Forman Wealth Management has received glowing reviews from clients, with 18 reviews on Google My Business and an average rating of 5/5. Clients have praised Rebecca Forman for her expertise, professionalism, and kindness. They appreciate her ability to explain complex financial concepts in simple terms, making it easy for them to understand and make informed decisions.

If you are looking for a financial adviser who can help you achieve your long-term financial goals, look no further than Rebecca Forman at Forman Wealth Management. Her expertise, commitment to diversity and inclusion, and dedication to accessibility make her an excellent choice for anyone seeking financial advice. Contact her today through the website formanwealthmanagement.co.uk to schedule an appointment and start building your financial future.

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

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

Kimberly Johnson

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 .

Ryan Cuthbertson

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

Kate Davey

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.

Tony Wilson

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 Craven

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.

Ben Dobson

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.

Stacey Watkinson

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

Chris Mortimer

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.