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

Address: Office 315, Woodend Creative Workspace, The Crescent, Scarborough YO11 2PW.
Phone: 01723332080.
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, Toilet, 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

☎️01723332080

⏰ Open Hours of Rebecca Forman (Financial Adviser)- Forman Wealth Management

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Rebecca Forman, a financial adviser at Forman Wealth Management, is an expert in financial planning. Based in Scarborough, North Yorkshire, Rebecca and her team are dedicated to providing top-notch financial services to their clients.

Location

Forman Wealth Management is located in the Woodend Creative Workspace, a vibrant and accessible building on The Crescent in Scarborough. The office is easily accessible by car, with a wheelchair-accessible car park and entrance. The building also has gender-neutral toilets and is wheelchair-accessible throughout.

Contact Information

To get in touch with Rebecca and the team, you can call 01723332080 or visit their website at formanwealthmanagement.co.uk.

Specialties

As a financial planner, Rebecca has a wealth of experience in helping individuals and families plan for their financial future. She offers personalized financial advice and solutions tailored to each client's unique needs.

Points of Interest

Forman Wealth Management prides itself on being a women-owned business that is committed to providing excellent service to all clients. They offer online appointments for added convenience and have a range of accessibility features, including wheelchair-accessible facilities and gender-neutral toilets.

Reviews

Rebecca and the team at Forman Wealth Management have received rave reviews from clients. Many have praised their professionalism, responsiveness, and thoroughness in ensuring that clients understand their financial plans. One client recently said, "The quality of the service given is 110%. Highly recommended and wouldn't go anywhere else."

Recommendation

If you're looking for expert financial advice from a team that is dedicated to providing top-quality service, look no further than Rebecca Forman and Forman Wealth Management. With their personalized approach, accessibility features, and commitment to excellence, they are an excellent choice for anyone seeking financial planning services. Don't hesitate to get in touch with them today to learn more about how they can help you plan for 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 .

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.

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

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.