For employers

Make sense of your options around employee benefits. Build a strategy that works for your business and your employees.

The strongest possible workforce

Our team will help you successfully design and implement an employee benefit strategy that works for your business and your team – encouraging more positive job retention rates and greater employee satisfaction, and helping you attract the very best talent to your firm.

We’d be happy to provide you with a scheme benchmarking review – undertaken at no cost to your business – that will either give you peace of mind that your scheme is suitable or options for alternatives that could work better or be more cost-effective.

Why choose us

Our services for employers

Group pensions

Whether you’re already up and running and looking for an alternative, less costly scheme, or you’re entirely new to workplace pensions, our expert advisers will help you understand the options most suited to the needs of your business. We’ll guide you through the implementation and management of your scheme, avoiding any regulatory concerns.

Employee benefits

A carefully crafted employee benefit package can enhance your recruitment and retention offering. Our specialist advisers provide employee benefits advice and consultancy to businesses of all types and sizes, on benefits such as life assurance, death in service cover, private medical insurance, employee assistance programmes, and dental plans.

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.

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.

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.