With you for life
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 2025 Guide, distributed by the Times. 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 third consecutive year that we’ve qualified.
What being Top Rated means to us
Being a VouchedFor Top Rated Firm is a significant source of pride for all of us at Forrester Boyd Wealth Management. Hear from Chris Gray, our compliance and paraplanning manager, about what our inclusion in the guide for a third consecutive year means to us.
You can watch the full video by clicking the play button to the left.
If you’d like to read more about our inclusion, you can click the button below to read our blog and discover more about what this achievement means to us.
Read about our inclusion in the guide
Recognised for Excellence – A Shortlisting Made Possible by You!
We are proud to have been shortlisted for the Client Champion category at the inaugural VouchedFor Awards. This recognition is entirely thanks to the incredible feedback from our valued clients, and we are truly grateful to everyone who took the time to leave us a review.
Being shortlisted for these awards reflects our unwavering commitment to client-focused financial planning, where your goals, needs, and lifestyle remain at the heart of everything we do.
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
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For business owners
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For trustees
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For employers
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What our clients say
“Peace of mind knowing someone will have an answer to my question.”*
*Client response from 2022 client survey
“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
“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:
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.