Paul Forman

I have a wealth of experience in the financial services market, having started my trade with Pearl Assurance in May 1988, I was with Pearl for 12 years and enjoyed various roles with Pearl before moving on to be an Independent Financial Adviser in May 2000 with a firm based in Gillingham, after 10 years there I joined Lyn Financial Services, working from their office in Taunton. Following their take over by a national firm, I took the option to move out on my own and did so in August 2020, the best move of my career. Natasha, my PA, joined me shortly after setting up Paul Forman Financial Services, Tasha takes care of the administration and a great deal of support work for me, Tasha works from home in Taunton, where she lives with her partner Adrian and their young son, Henry. I deal with clients remotely or in the office but in the main I visit clients at their homes, or place of work, if more convenient for them. I have clients throughout the South and South West of England. I feel I have a relaxed, friendly but professional approach to my work and the way I communicate with my clients, I will endeavour to explain everything in plain English! I aim to take away the worry and stress that dealing with your pensions, investments, inheritance tax planning and life assurance and income protection policies can bring. I am married to Sarah, with two grown up children and more recently two grand children. I enjoy most sports, particularly football, festivals/live music, travel, the theatre and spending time with my family and friends.