Who we are
A wealth of experience
With a heritage dating back to 1935, Forrester Boyd enjoys a long and distinguished history and an enviable reputation. Starting life as a traditional accountancy firm, Forrester Boyd launched its wealth management services 30 years ago to further meet the needs of our clients.
Since then, the firm has gone from strength to strength. We now have well over £600 million of assets under our advice.
Our values
Choice
We’ll help you to make informed decisions on your investments, savings, and financial plans. Unlike many advisory firms, we’ve remained fully independent, meaning we provide unbiased advice and offer you the widest possible choice when it comes to recommendations and solutions.
Value
Our clients tell us they value the service we provide for many different reasons. These include our financial expertise and the peace of mind this affords them, the reliability and consistency we provide, and the tangible value we deliver in reducing their costs and helping them achieve financial growth.
Service
We provide exceptional service, taking the time to really understand our clients. Our advisers are all qualified to at least diploma level, with many holding the highly prestigious Chartered financial planner accreditation. That means we can help with even the most complex financial planning needs.
Our accreditations
The Forrester Boyd Wealth Management team holds a number of accreditations and certifications. Find out what they are and why they mean you’re in safe hands.
Community and charity
Each year, we choose to fundraise for one local charity nominated by our team, as well as supporting other local initiatives and good causes. Find out more.
