For business owners

We provide financial expertise for business owners looking to invest, secure their future, and achieve their personal and business goals.

Don’t just hope for the best

Whether you’re already a business owner, or thinking about becoming one, the decisions you make will have far-reaching implications not only for your company, but also for yourself and your family.

Our team of experienced independent financial advisers and Chartered financial planners will help you identify what you really want to achieve and tie your personal and business ambitions together into a roadmap that gets you from A to B.

Why choose us

Our services for business owners

A financial health check

As a business owner, you may well have complex finances. We’ll help you understand how to manage your taxes, extract profits from your business tax-efficiently, explore funding options, value your business, and forecast your cashflow. We’re here to be a trusted partner in the life of your business.

Your roadmap to success

While the operational aspects of running a business can be all-consuming, it’s vital you make time for the long-term planning that will ultimately make the difference to you achieving your ambitions. We’ll help you define your goals and build an achievable roadmap to reach them.

Business protection

With the right insurance in place, you can recover quickly and minimise the impact of sudden shocks. We’ll help you protect against loss of key employees, loss of a key shareholder, loss of profits, difficulties in meeting loan repayments, and other challenges and calculate the level of cover you require.

Succession planning

However you choose to exit your business, you won’t want to approach it ill-prepared. We offer advice on saving tax-efficiently for retirement, pensions, and other schemes such as SIPPs and SSAS. Succession planning can help ensure a smooth transition for your business’s new owner without negative repercussions.

The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance.

How we work

1. Initial review

People seek financial advice for many different reasons, so it’s important that we fully understand what you want to achieve. At our first meeting, we’ll gather information about you to help define your needs and priorities.

2. Analysis

We can then begin the process of analysing this information to build your personalised financial plan, tailored specifically to your particular goals, needs, and circumstances.

3. Research

Next, we select the most appropriate products and providers to put the plan in place. As an independent firm, we can search the whole market for the best solution for you.

4. Discussing our recommendations

We’re now ready to present our advice to you. We take great care to ensure we explain our advice clearly and that we give you plenty of time to ask questions.

5. Implementing your plan

If you’re happy with our recommendations, then we’ll immediately start putting them into place. We’ll act between you and the product provider, taking care of all the administration.

6. Ongoing advice

Our ongoing advice ensures your financial plan remains on track and that your investments remain suitable for your needs as they change over time. We’ll meet at least once a year.

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.

Get in touch

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