With you for life
Exceptional, bespoke wealth management and financial planning services for individuals, business owners, trustees, and employers throughout Lincolnshire and the East Yorkshire region. Independent advice you can trust.
Why choose us
Who we are
We’re one of the region’s largest independent advisory firms, with a heritage that dates all the way back to 1935. Our friendly, experienced team includes Chartered financial planners, Independent financial advisers, and skilled support staff who’ll guide you on a financial journey from your current position to the future you want to achieve for yourself.
We’re a VouchedFor Top Rated Firm
We have been included in the VouchedFor Top Rated 2024 Guide, distributed by the Times, the Telegraph, and the Mail on Sunday.
VouchedFor’s Top Rated Guide aims to identify and celebrate the UK’s best financial advice firms based on client feedback.
Even better, we are the only Top Rated Firm with offices in East Yorkshire, South Yorkshire, Lincolnshire, and North Nottinghamshire, and it’s the second consecutive year that we’ve qualified.
What we do
We work with clients who have already accumulated some wealth to define their lifetime objectives and plan their financial affairs in the most advantageous, tax-efficient way possible. Our services incorporate “one-off” financial advice, holistic financial planning, and bespoke ongoing wealth management for the following groups of people:
For individuals
Protect your wealth and achieve financial independence. Whether you’re planning for retirement, wanting to achieve a specific goal, protecting your wealth, or building an investment portfolio, let our team guide you with expert, tailored advice.
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For business owners
Don’t shoulder the burdens of business alone. We’ll help you navigate complex challenges and achieve your potential with corporate financial planning tailored to your specific needs, including tax planning, investing, and succession planning.
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For trustees
With a wealth of experience in the field of financial advice for charities and trustees, we’re well-equipped to guide you through the varied and complex challenges that can arise when meeting your legal obligations.
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For employers
Make sense of your options around employee benefits and group pension administration, and find a strategy that works for your business, attracts talent to your firm, and boosts satisfaction levels among your team.
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What our clients say
What is the biggest benefit you get from working with Forrester Boyd Wealth Management?
“Peace of mind knowing someone will have an answer to my question.”*
*Client response from 2022 client survey
What is the biggest benefit you get from working with Forrester Boyd Wealth Management?
“Knowing that my finances are being managed by someone more qualified than me who knows how the markets operate.”*
*Client response from 2022 client survey
Our clients rate our services 8.47/10 on value for money.*
*Result from 2022 client survey
What is the biggest benefit you get from working with Forrester Boyd Wealth Management?
“Peace of mind that our finances are being taken care of in the best possible way.”*
*Client response from 2022 client survey
The results from our 2022 client survey showed:
0%
of our clients said they believe working with us has helped or will help them to achieve their financial goals.
0%
of our clients would recommend us to their friends, family or colleagues.
0%
of our clients are satisfied with the speed of response from their adviser.
0%
of our clients are satisfied that we understand their needs and objectives.
Our team
Resources
Visit the resources section of our website and explore our library. You’ll find an extensive collection of free-to-access articles and guides on a wide range of personal finance topics including pensions, retirement planning, tax, and estate planning.
31/10/2024
4 valuable ways lifetime cashflow forecasting could give you financial confidence
Read more02/10/2024
3 insightful pieces of data that could help you remain calm during market volatility
Read more05/09/2024
Want to support your children through university? Here’s what you may want to consider
Read more04/09/2024
5 practical questions to consider when you’re naming a Lasting Power of Attorney
Read more30/07/2024
4 pragmatic ways your pension could create long-term security for you and your partner
Read more30/07/2024
4 unpredictable life events that could mean you’d benefit from a financial review
Read more30/07/2024
5 interesting figures that prove financial protection could provide a valuable safety net
Read more30/07/2024
Business owners: Discover the helpful benefits of offering a salary sacrifice scheme
Read more03/07/2024
How to use life insurance to cover a future Inheritance Tax bill for your family
Read more28/06/2024
78% of retirees could be missing out on investment returns by accessing their pension early
Read more28/06/2024
How “time travelling” as part of your financial plan could help you secure your goals
Read more28/06/2024
The value of financial planning: How it could help you achieve your aspirations
Read more29/05/2024
The value of financial planning: The intangible benefits that could boost your wellbeing
Read more28/05/2024
Uncertainty drives record numbers to take out income protection. Here’s what you need to know
Read more03/05/2024
The value of financial planning: 5 fantastic ways tailored advice may help grow your wealth
Read more30/04/2024
3 useful options you may want to consider when passing on assets to your loved ones
Read more30/04/2024
Will disputes are on the rise. Here are 7 pragmatic steps you could take to minimise conflicts
Read more05/04/2024
Running out of money tops retirement concerns, but financial planning could bring peace of mind
Read more05/04/2024
Could you face an unexpected bill now the Capital Gains Tax allowance has halved?
Read more05/04/2024
Fiscal drag is set to increase tax bill for millions of workers despite second National Insurance cut
Read more05/04/2024
More retirees may need to consider tax liability as State Pension nears the Personal Allowance
Read more07/03/2024
How to calculate the level of income protection that would provide you with financial security
Read more07/03/2024
More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25
Read more06/03/2024
How to calculate the level of income protection that would provide you with financial security
Read more06/03/2024
Financial stress costs UK businesses £10.3 billion a year. Could financial advice help your firm?
Read more06/03/2024
More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25
Read more06/03/2024
7 practical tips that could help Generation X feel more confident about their retirement
Read more05/02/2024
The ups and downs of the FTSE 100 40-year history demonstrates time in the market matters
Read more11/01/2024
4 new labels unveiled by the regulator could help sustainable investors avoid greenwashing
Read more11/01/2024
“Stealth taxes” will push more than 3 million workers into a higher Income Tax bracket by 2029
Read more14/12/2023
7 in 10 UK residents feel “urgent action” is required to address climate change
Read more14/12/2023
5 useful gifting allowances that could help you pass on wealth tax-efficiently this Christmas
Read more14/12/2023
How a contribution to your child’s pension could boost their financial security
Read more14/12/2023
The families of 6 in 10 over-75s could face challenges if they lose mental capacity
Read more14/12/2023
The number of pension savers risking a charge by exceeding the Annual Allowance soars 20%
Read more06/11/2023
Business owners, don’t take Willy Wonka’s chance approach to succession planning
Read more10/10/2023
3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax
Read more10/10/2023
HMRC collects a record amount in Capital Gains Tax. Here’s how you could manage your liability
Read more10/10/2023
Here’s why pension reforms mean you might want to reconsider your retirement plan
Read more14/09/2023
Is your mindset holding you back from enjoying your retirement? Financial planning could help
Read more05/09/2023
Why soaring interest rates are affecting national debt and could mean tax rises
Read more02/08/2023
England’s first universal basic income trial prepares to launch. Could it be the future?
Read more02/08/2023
Market volatility means thousands of families may have overpaid Inheritance Tax
Read more02/08/2023
Baffling financial jargon means Brits are overlooking ways to boost their wealth
Read more02/08/2023
Investing 101: What you need to know about tax efficiency and your investment options
Read more14/04/2023
Conflicting money views mean 1 in 3 baby boomers are reluctant to leave an inheritance
Read more14/04/2023
What does the multiverse theory have to do with cashflow modelling? Find out here
Read more14/04/2023
4 valuable ways a financial planner can help you tackle “overwhelming” pension information
Read more01/03/2023
5 inaccurate expert predictions that prove why you shouldn’t try to time the market
Read more10/01/2023
8 mood-boosting tips to battle seasonal affective disorder and get you through winter
Read more10/01/2023
Have you used your pension Annual Allowance? Here’s why you should review it before the tax year ends
Read moreGet in touch
Talk to us about your financial objectives and lifetime goals. We’d be delighted to hear from you.
