Top Rated Firm 2024
514 reviews | 10 verified advisers
Review for Joe Rogers
What were the circumstances that caused you to initially look for a financial adviser?
To plan for our retirement
How has Joe helped you?
Joe explains everything in a way we can understand the best options for us. Joe is so professional and always goes that extra mile for any queries we may have.
Have you seen the outcome you were hoping for?
Defintely
What could they have done better?
Can’t think of anything.
Review for Joe Rogers
What were the circumstances that caused you to initially look for a financial adviser?
I have been a client of Forrester Boyd for many years both during my working life & following retirement & required advice as to retirement planning initially & investment subsequently
How has Joe helped you?
Joe has always been available to give advice when needed
Have you seen the outcome you were hoping for?
Yes his advice has always produced encouraging investment results
What could they have done better?
I honestly cannot think of any improvements to our dealings with Joe
Review for Tom Evans
What were the circumstances that caused you to initially look for a financial adviser?
Pension and investments
How has Tom helped you?
Tom has ensured that we will have sufficient income for our retirement. He has also being advising is to get other things in place, I.e. Power of attorney’s.
Have you seen the outcome you were hoping for?
So far everything is going in the direction we are happy with.
What could they have done better?
So far nothing.
Review for Alexander Munn
What were the circumstances that caused you to initially look for a financial adviser?
I have been with Forrester Boyd since i retired 10 years ago
How has Alexander helped you?
He has advised with regards my pension fund.
Have you seen the outcome you were hoping for?
Definitely
What could they have done better?
I am sure there is always room for doing better but I am delighted with performance and the advice Alex gives
Review for Alexander Munn
What were the circumstances that caused you to initially look for a financial adviser?
No time to do it myself
How has Alexander helped you?
changing platforms
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
nothing
