MIKE FORREST
DBA, FCA, CTA, FCMA, Chartered FCSI, Chartered Wealth Manager, CFP™
Mike is the founder of Moray Multum Advisory. A Chartered Accountant and Chartered Tax Adviser, he works with private clients whose financial affairs span multiple structures, advisers and jurisdictions.
He advises on tax, ownership and cross-border matters, helping ensure decisions are connected, aligned and considered as a whole.
Mike is also an FCA-regulated financial adviser with Quilter Financial Planning.
Strategic tax advice is delivered through Moray Multum Advisory, with regulated investment advice provided separately through Quilter Financial Planning.
How clients typically come to us
Most clients come to us through trusted professional relationships.
Accountants, lawyers and other advisers introduce us when a more joined-up approach is needed.
Others reach out when things start to feel less clear, often around:
- a business sale or liquidity event
- increasing international considerations
- growth in assets or property holdings
- the involvement of multiple advisers
- a sense that existing arrangements are no longer fully aligned
Our approach
We start by understanding how everything is currently set up, across tax, ownership and wider financial matters.
We then work alongside your existing advisers where needed, making sure decisions across different areas stay aligned.
Our approach is built on three principles:
- clarity over complexity
- coordination over duplication
- long-term thinking over short-term solutions