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Tom Evans' Accreditations

  • Fellow of the PFS

    Dale is a Fellow of the Personal Finance Society (PFS) – the highest designation awarded by the PFS. Completion of the Fellowship programme shows that Dale has attained and maintained the most prestigious level of professional financial planning achievement.

  • Chartered Financial Planner

    Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

  • Chartered Member of the Chartered Institute for Securities and Investment (CISI)

    Holding an Individual Charter from the CISI, the UK’s leading securities and investment professional body, demonstrates an outstanding commitment to achieving the highest levels of knowledge, skills and behaviour and a dedication to maintaining this.

Tom Evans

Chartered Financial Planner

Tom is a highly qualified Chartered member of both the Personal Finance Society (PFS) and the Chartered Institute for Securities and Investments (CISI), holding Fellow status at the former.

He works with clients to understand their intended long-term goals and develop a plan that meets their short-, medium-, and long-term needs. That can include long-term objectives that stretch well beyond their own lifetime.

Tom has worked for Forrester Boyd Wealth Management since 2014. He believes the firm’s status as an Independent Financial Advisory firm allows him to provide clients with the best possible advice at all times and in all circumstances. Tom is able to source the most suitable solutions to meet your needs, whether that’s a mainstream product like a Stocks and Shares ISA, or more complex investments such as Enterprise Investment Schemes and Venture Capital Trusts.

He takes great pride in looking after his clients and guiding them through the financial decisions that are important to them, no matter how simple or complex.

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

Tom Olsak
Independent Financial Adviser

Tom Saleh

Get in touch

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