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.

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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:

of our clients said they believe working with us has helped or will help them to achieve their financial goals.

of our clients would recommend us to their friends, family or colleagues.

of our clients are satisfied with the speed of response from their adviser.

of our clients are satisfied that we understand their needs and objectives.

Independent Financial Adviser

Alex Munn

Compliance and Paraplanning Manager & Independent Financial Adviser

Chris Gray

Risk Manager & Chartered Financial Planner

Dale Regan

Compliance Director

Elaine Baker

Independent Financial Adviser

Gavin Smart

Independent Financial Adviser

Howard Pykett

Chartered Financial Planner

Joe Rogers

Managing Director

Neil Boulton

Investment Director, Chartered Wealth Manager and Chartered Financial Planner

Phil Jones

People & Operations Manager

Rachel Duncalf

Independent Financial Adviser

Sarah Kay

Chartered Financial Planner

Tom Evans

Independent Financial Adviser

Tom Olsak

Independent Financial Adviser

Tom Saleh

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.

View resources

05/09/2024

Why your social life could be just as important as your health

Good Money Week: 3 ways you could align your finances with your values

Want to support your children through university? Here’s what you may want to consider

How understanding behavioural finance could improve your decisions

The bucket-list weekend breaks perfect for wine connoisseurs

The gender protection gap: Do you have enough cover?

5 practical questions to consider when you’re naming a Lasting Power of Attorney

74% of financial advice from social media leads to an “undesired outcome”

Regular financial reviews may help you get more out of every stage of life

How “lifestyle financial planning” could help you reach your goals

Hidden UK gems that offer spectacular summer views

4 pragmatic ways your pension could create long-term security for you and your partner

Investment market update: July 2024

4 unpredictable life events that could mean you’d benefit from a financial review

The hidden costs you may need to consider when buying a period property

5 interesting figures that prove financial protection could provide a valuable safety net

3 fundamental questions to answer if you’re investing for children

Business owners: Discover the helpful benefits of offering a salary sacrifice scheme

Why taking your pension as a lump sum could leave you with a huge tax bill

Inheritance Tax: The basics you need to know about the “death tax”

What a Labour government could mean for your finances

3 fun ways you can pass on essential money lessons to children

How to use life insurance to cover a future Inheritance Tax bill for your family

10 surprising benefits of gardening

Investment market update: June 2024

Higher-rate taxpayers: Beware of the 60% tax trap

78% of retirees could be missing out on investment returns by accessing their pension early

How “time travelling” as part of your financial plan could help you secure your goals

The value of financial planning: How it could help you achieve your aspirations

What the 2024 general election could mean for your finances

Guide: How to find purpose and get the most out of your retirement

A thank you from us!

5 breathtaking coastal walks you can take this summer in the UK

Explained: When do you need to declare the interest earned on savings?

The value of financial planning: The intangible benefits that could boost your wellbeing

4 cultures that could teach you about embracing older age

Investment market update: May 2024

Uncertainty drives record numbers to take out income protection. Here’s what you need to know

3 practical ways you could reduce your tax bill in retirement

How a financial plan could alleviate your inflation worries

Why “safety in numbers” might not apply to investing

8 fantastic reasons to support local causes for Small Charity Week

How to beat the potential harmful effects of “loss aversion” on your wealth

The value of financial planning: 5 fantastic ways tailored advice may help grow your wealth

10 unexpected effects of the work-from-home trend

The essentials you need to know about critical illness cover

How to calculate what’s “enough” when selling your business

3 useful options you may want to consider when passing on assets to your loved ones

Will disputes are on the rise. Here are 7 pragmatic steps you could take to minimise conflicts

How to make the unexpected part of your financial plan

6 delicious holiday destinations that promise to be perfect for foodies

Running out of money tops retirement concerns, but financial planning could bring peace of mind

5 practical tips that could help you set realistic financial goals

How financial protection could offer security to parents

3 valuable ways business owners could extract profits

Could you face an unexpected bill now the Capital Gains Tax allowance has halved?

Fiscal drag is set to increase tax bill for millions of workers despite second National Insurance cut

More retirees may need to consider tax liability as State Pension nears the Personal Allowance

Retirement planning: Bringing together your goals and finances

Breaking news: Your reviews mean we’re one of the UK’s Top Rated advice firms

7 historic houses to visit during Easter

How to calculate the level of income protection that would provide you with financial security

ESG investing: What does a “net zero commitment” mean?

More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25

Are you risking a pension shortfall by overlooking longevity?

Retirement planning: The 3 main ways you could access your pension

Your Spring Budget update – the key news from the chancellor’s statement

All the winners and losers from the 2024 Spring Budget

7 reliable ways to boost your energy levels

How to calculate the level of income protection that would provide you with financial security

Financial stress costs UK businesses £10.3 billion a year. Could financial advice help your firm?

More than 1 million investors are expected to pay Dividend Tax for the first time in 2024/25

Are you risking a pension shortfall by overlooking longevity?

7 practical tips that could help Generation X feel more confident about their retirement

Meet the 2024 European Capitals of Culture

Switching your pension could be the secret to reducing your carbon footprint

Investors are turning to government bonds. Here’s what you need to know

Government borrowing halves and opens room for tax cuts in March’s Budget

The ups and downs of the FTSE 100 40-year history demonstrates time in the market matters

How to move into the decumulation phase of retirement planning

8 fascinating biopic films you can watch right now

How to protect financial gifts to your children from relationship breakdowns

5 handy tips that could help couples create an effective financial plan

4 excellent reasons you may want to boost your ISA now

Retirement planning: The importance of setting out your lifestyle goals

The feel-good news stories you might have missed in 2023

4 new labels unveiled by the regulator could help sustainable investors avoid greenwashing

Explained: The basics you need to know about Venture Capital Trusts

Why the numbers are essential for successful financial planning

The pros and cons of choosing a living legacy over leaving an inheritance

“Stealth taxes” will push more than 3 million workers into a higher Income Tax bracket by 2029

Inflation is falling. Here’s what it could mean for your finances

Retirement planning: Should you consider a phased retirement?

7 in 10 UK residents feel “urgent action” is required to address climate change

5 useful gifting allowances that could help you pass on wealth tax-efficiently this Christmas

How a contribution to your child’s pension could boost their financial security

Investment market update November 2023

10 digital gifts if you need a last-minute Christmas present

Cost vs value: What’s the difference when you’re making a financial plan?

The families of 6 in 10 over-75s could face challenges if they lose mental capacity

The number of pension savers risking a charge by exceeding the Annual Allowance soars 20%

3 useful ways regular financial reviews could help you reduce behavioural bias

Everything you need to know about the 2023 Autumn Statement

10 festive markets to visit in Europe this year

Why investing could hold the key to becoming an ISA millionaire

Business owners, don’t take Willy Wonka’s chance approach to succession planning

7 practical ways to beat the winter blues

How to help your family manage your affairs when you pass away

Don’t overlook trusts, they could be a useful way to pass on wealth

4 annuity myths that could mean you’re missing out on security in retirement

5 practical steps you could take this year if you want to retire in 2024

2 key reasons why you may want to update your plan during a financial review

The healthy living lessons you could learn from blue zones

40 years of critical illness cover: Could it improve your financial security?

How to make happiness part of your financial plan

5 useful conversations to have this Talk Money Week

5 simple tips that could help you make better decisions

Inflation has cost savers £113 billion in real terms in the last year

3 essential factors to consider if you plan to gift wealth to avoid Inheritance Tax

HMRC collects a record amount in Capital Gains Tax. Here’s how you could manage your liability

Here’s why pension reforms mean you might want to reconsider your retirement plan

3 valuable reasons your financial reviews are important

6 ways artificial intelligence could change lives for the better

Is your mindset holding you back from enjoying your retirement? Financial planning could help

ESG investing: 6 trends to watch out for in 2023 and beyond

Investment market update: August 2023

7 useful tips for embracing the circular economy at home

Why soaring interest rates are affecting national debt and could mean tax rises

Should you take your pension tax-free lump sum to kickstart retirement?

Investing 101: 4 useful questions to answer when reviewing your portfolio

England’s first universal basic income trial prepares to launch. Could it be the future?

Why emotional decision-making could be costing you investment returns

Market volatility means thousands of families may have overpaid Inheritance Tax

Baffling financial jargon means Brits are overlooking ways to boost their wealth

Care home fees have increased by 10%. Are they part of your long-term plan?

Investing 101: What you need to know about tax efficiency and your investment options

Longevity expert says improving your wellbeing could boost your “healthspan”

3 valuable lessons ESG funds could learn from the Fairtrade Foundation

Business owners: Is your firm protected against the loss of a key person?

5 excellent reasons families use trusts

7 common but potentially harmful Inheritance Tax myths debunked

Investing 101: 5 essential questions you need to answer to balance risk

This 1 surprising habit could cause burn out but there is a solution

Why inaction is a crucial part of successful investing

4 essential estate planning steps you should take if your family is blended

Pensions v ISAs: Tax relief makes a huge difference to your calculations

Want to retire early? Financial planning could make it a reality

Investing 101: Why investing could boost your long-term wealth

10 fun hobbies that can also boost your mental health

Revealed: A long-term investment strategy could be key to beating inflation

Corporation Tax hike: Here are the essentials business owners need to know

7 simple steps you can take right now to improve your financial engagement

4 essential Budget announcements that could boost your pension

Estate planning: 3 crucial steps that could protect your later years

BBC Radio 4 interview with Forrester Boyd Wealth Management Adviser Chris Gray

6 healthy reasons to get out and about to celebrate National Walking Month

Conflicting money views mean 1 in 3 baby boomers are reluctant to leave an inheritance

What does the multiverse theory have to do with cashflow modelling? Find out here

Why it could pay to use your 2023/24 tax year allowances right now

4 valuable ways a financial planner can help you tackle “overwhelming” pension information

Estate planning: Do you need to include Inheritance Tax?

Financial wellbeing: 4 steps to creating a financial wellbeing plan

We’re Top Rated in 2023!

Your spring Budget update – the key news from the chancellor’s statement

All the winners and losers from the 2023 spring Budget

Your guide to pension consolidation: The pros and cons you need to know

Earth Day 2023: Small but powerful ways you can improve the environment

Explained: The 4 main asset classes that could form part of your portfolio

5 inaccurate expert predictions that prove why you shouldn’t try to time the market

Explained: How pension tax relief works and boosts your retirement savings

Soaring inflation drives up retirement costs by almost 20% in just a year

Estate planning: 3 different ways you can pass on wealth to your loved ones

The essential guide to ISAs

6 of the most popular TED talks that could help you reach your goals

5 useful tips for investors as experts predict a recession

Identity theft: Discover 5 useful tips to protect yourself as cases double

Here’s why your pension could reduce your estate’s Inheritance Tax liability

Explained: Your 3 main options when accessing your pension for the first time

Estate planning: How to understand the value of your assets and estate

8 mood-boosting tips to battle seasonal affective disorder and get you through winter

Why a hands-off approach could make sense when you invest

What are “stealth taxes”, and how could they affect your wealth?

Have you used your pension Annual Allowance? Here’s why you should review it before the tax year ends

3 key autumn statement changes you need to be aware of for the new tax year

Estate planning: What is it and why does it matter?

Get in touch

Talk to us about your financial objectives and lifetime goals. We’d be delighted to hear from you.

With you for life

Who we are

We’re a VouchedFor Top Rated Firm

What we do

For individuals

For business owners

For trustees

For employers

What our clients say

“Peace of mind knowing someone will have an answer to my question.”*

“Knowing that my finances are being managed by someone more qualified than me who knows how the markets operate.”*

Our clients rate our services 8.47/10 on value for money.*

“Peace of mind that our finances are being taken care of in the best possible way.”*

The results from our 2022 client survey showed:

Our team

Independent Financial Adviser

Alex Munn

Compliance and Paraplanning Manager & Independent Financial Adviser

Chris Gray

Risk Manager & Chartered Financial Planner

Dale Regan

Compliance Director

Elaine Baker

Independent Financial Adviser

Gavin Smart

Independent Financial Adviser

Howard Pykett

Chartered Financial Planner

Joe Rogers

Managing Director

Neil Boulton

Investment Director, Chartered Wealth Manager and Chartered Financial Planner

Phil Jones

People & Operations Manager

Rachel Duncalf

Independent Financial Adviser

Sarah Kay

Chartered Financial Planner

Tom Evans

Independent Financial Adviser

Tom Olsak

Independent Financial Adviser

Tom Saleh

Resources

05/09/2024

Why your social life could be just as important as your health

05/09/2024

Good Money Week: 3 ways you could align your finances with your values

05/09/2024

Want to support your children through university? Here’s what you may want to consider

05/09/2024

How understanding behavioural finance could improve your decisions

04/09/2024

The bucket-list weekend breaks perfect for wine connoisseurs

04/09/2024

The gender protection gap: Do you have enough cover?

04/09/2024

5 practical questions to consider when you’re naming a Lasting Power of Attorney

04/09/2024

74% of financial advice from social media leads to an “undesired outcome”

04/09/2024

Regular financial reviews may help you get more out of every stage of life

04/09/2024

How “lifestyle financial planning” could help you reach your goals

30/07/2024

Hidden UK gems that offer spectacular summer views

30/07/2024

4 pragmatic ways your pension could create long-term security for you and your partner

30/07/2024

Investment market update: July 2024

30/07/2024

4 unpredictable life events that could mean you’d benefit from a financial review

30/07/2024

The hidden costs you may need to consider when buying a period property

30/07/2024

5 interesting figures that prove financial protection could provide a valuable safety net

30/07/2024

3 fundamental questions to answer if you’re investing for children

30/07/2024

Business owners: Discover the helpful benefits of offering a salary sacrifice scheme