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Tom Olsak

Independent Financial Adviser

Tom joined Forrester Boyd Wealth Management in 2019, having previously been a senior personal banker for HSBC for seven years.

Tom takes pride in providing an excellent client experience and was named in the “2023 Top Rated Financial Adviser Guide” distributed in the Times.

Tom holds the (CII) Award in Long Term Care Insurance, (CII) Certificate in Discretionary Investment Management, (CII) Diploma in Regulated Financial Advice, (CII) Certificate in Mortgage Advice, and Certificate in Retail Banking from the Institute of Financial Services.

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
Chartered Financial Planner

Tom Evans
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.