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.

Contact us today

How we can help

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

Our teams

Over the years we at Forvis Mazars Financial Planning have been honoured with several prestigious awards, reinforcing our reputation as a leading financial advice firm in the UK.

In 2024, we were proud to be named among the top financial advice firms in the FTAdviser Top 100 list, marking ten consecutive years of inclusion, with five of those years in the top five. Additionally, we won the Money Marketing Award for Best Investment Advice Firm, and we were recognised as one of VouchedFor’s top-rated firms for the fourth year. To top it off, we secured theCitywire New Model Adviser National Award, an accolade we have now won four times, recognising excellence in financial planning across the UK.

Building on this success, in 2025, we retained the Citywire New Model Adviser National Award for the fifth consecutive year. This award assesses firms on staffing, investment strategies, technology integration, client education, recruitment, and contributions to professional standards. Our continued success in this area highlights our dedication to long-term financial planning, client relationships, and our unwavering commitment to supporting families across generations.

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