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Top Rated Firm 2026

978 reviews | 11 verified advisers

Selection of recent reviews. Read all reviews

Review for Paul Roach

November 2026

What could they have done better?

N/A

What were the circumstances that caused you to initially look for a financial adviser?

We have been with Forrester Boyd for over 20 years and have received valuable advice from Paul Roach and other advisors since then

How has Paul helped you?

Given advice about how to manage our private pensions

Have you seen the outcome you were hoping for?

Yes

Review for Tom Olsak

November 2026

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

All ready had one just spoke to him

How has Tom helped you?

He helped me move my isa

Have you seen the outcome you were hoping for?

To soon

Review for Joe Rogers

October 2026

What were the circumstances that caused you to initially look for a financial adviser?

The death of my husband.

How has Joe helped you?

Helped me understand my financial situation. Pensions. Investments. Inheritance planning.

Have you seen the outcome you were hoping for?

Yes

Review for Paul Roach

October 2026

What could they have done better?

It was all good and we received good advice and options to consider.

What were the circumstances that caused you to initially look for a financial adviser?

Redundancy and retirement

How has Paul helped you?

Paul has taken over from my previous advisor. I found him to be knowledgeable and having create options when planning tax efficient savings and investments.

Have you seen the outcome you were hoping for?

Not yet as it is very early days but I have confidence in Paul’s abilities over the mid to longer term.

Review for Sophie Wilde

October 2026

What could they have done better?

Covered all I need to know

What were the circumstances that caused you to initially look for a financial adviser?

Business and pensions

How has Sophie helped you?

Yes

Have you seen the outcome you were hoping for?

Yes