For individuals

Financial advice and planning services for those looking to grow and protect their wealth and achieve their financial and life goals.

An approach that
starts with you

Wherever you are in life – just starting out accumulating wealth, or coming to the end of your professional career and looking forward to retirement – you’ll want the peace of mind that comes with knowing your money supports your ambitions.

Our exceptional team of independent financial advisers and Chartered financial planners work with those who have assets of at least £150,000 to provide financial confidence and a plan for the future.

Why choose us

Our services for individuals

Plan for retirement

The earlier you start your retirement planning, the more potential your pension pot has to grow. We’ll spend time getting to know what’s important to you, and then building a strategy around your goals. Our comprehensive approach takes in cashflow modelling, pension advice, investing, tax planning, Inheritance Tax planning, later-life planning, and intergenerational wealth management to ensure we leave no stone unturned.

Invest for growth

We’ll assist you with decisions about the most appropriate investment choices for you. While nothing in life is a certainty – including the markets – a well-structured, diversified investment portfolio, aligned to your long-term plans and risk profile, offers an opportunity for growth. And with our ongoing support, we can ensure your strategy evolves as your life does and keeps you on track to meet your goals.


Our purpose is to provide you with a worry-free financial future. While no one likes to think that something bad could happen to them, if disaster were to strike, you need to consider how your family would manage without your income. We’ll identify the potential risks you face and recommend solutions to help safeguard a secure financial future for yourself and your loved ones.

Passing on wealth tax-efficiently

An estate plan is more than just a will. It also protects your legacy against unnecessary tax burdens and can help ensure more of your wealth goes to those you choose. If you’d like to support loved ones with financial gifts during your lifetime, we’ll provide advice and recommendations to help you make clear, informed decisions.

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.

Please be aware that the FCA does not regulate taxation advice, including inheritance tax, where there is no recommendation of a regulated product. Nor do they regulate lifetime cash flow modelling where there is no recommendation of a regulated product.

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, 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.