Our goals

The mission of the Wealth Enhancement Forum is to increase the investment success of high net worth individuals and families and enrich their enjoyment of their wealth.

To meet this aim, we have developed a peer group model of professionally facilitated, confidential groups - each with up to 16 members who meet on average one day a month.

Our three primary goals are:

• Enabling members to become more successful investors through creating an intimate and informal environment of mutual support where they can address challenges and pursue opportunities with their peers who are dealing with similar issues.
• Enabling members to widen their understanding and appreciation of investment opportunities - which span private and public equity markets to venture capital fields - through exchanging expert knowledge, information, views and ideas.
• Introducing members to new and interesting avenues to enjoy their wealth and leisure time.

The Wealth Enhancement Forum meetings focus on sharing investment strategies and concepts so individuals can become more effective investors. Leading financial experts share their specialist knowledge with the group either as an educator or to present opportunities for investment.

The Forum provides an exclusive environment for members to explore ideas and opportunities without feeling 'exposed' or 'sold to'.

If you would like to find out more about becoming a member of the Wealth Enhancement Forum or for an informal chat, you can contact us online or call us on 01423 819716.