Wealth management and investment solutions - Forvis Mazars

Our in-house analysts ensure you are always positioned to take advantage of opportunities as they arise, and on your terms – building an investment plan that works for your goals.

Our investment management services aim to strike the right balance between pursuing higher investment returns whilst guarding against unnecessary risks. After all, managing our clients’ portfolios is not just our privilege – it’s our duty.

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How we can help

Discretionary investment management
Portfolio management of pensions, ISAs, and Trusts
Investment portfolio reviews
Performance attribution
Portfolio benchmarking

Our teams

We have been named the second-best advice firm in the FT Adviser's Top 100 list for 2023, Money Marketing’s Advice Firm of the Year 2023, STEP's Accountancy Team of the Year at the 2022 Private Client Awards, and have been awarded the Citywire New Model Advisor award for National Financial Planning Team of the Year for the fourth year. We have also held the Gold Standard Award for Independent Financial Advice for over 10 years.

Our Financial Planners and Investment Managers are highly regarded for the services which they provide. At present our teams are rated 4.8 out of 5 on the trusted advisor site VouchedFor.

Laura is a great representative of her company, providing outstanding financial advice backed by sound analysis. She has helped us maintain our funds while providing sufficient income for our needs. We are always been impressed with her knowledge and advice, and it is a relief to leave our pension in Mazars capable hands with Laura as our contact and adviser.
VouchedFor Review