Top Rated Firm 2026
934 reviews | 11 verified advisers
Review for Tom Evans
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Help with finances
How has Tom helped you?
Explaining all the facts and figures
Have you seen the outcome you were hoping for?
Yes
Review for Paul Roach
What could they have done better?
if i had more commitment to risk would maybe would have gained more, but at present i am quite happy with the risk it took.
What were the circumstances that caused you to initially look for a financial adviser?
it was offered when we started in business
How has Paul helped you?
Paul explains what my pension is doing an all other financial items like savings, isa's and insurance to cover one of my pensions.
Have you seen the outcome you were hoping for?
yes my pension is increasing each year
Review for Tom Evans
What could they have done better?
Nit in my eyes no
What were the circumstances that caused you to initially look for a financial adviser?
I recently lost my husband and when his will was sorted,he had quite a large stocks and shares portfolio, I know nothing about that, so Tom was recommended by my Solicior.
How has Tom helped you?
Tom has sorted out all my finances for me in a clear and concise manner explaining everything in detail, given advice and options and left the final decisions up to mr
Have you seen the outcome you were hoping for?
Yes definitely
Review for Paul Roach
What could they have done better?
I think everything has been done to suit my circumstances.
What were the circumstances that caused you to initially look for a financial adviser?
When my late husband retired 30 years ago.
How has Paul helped you?
Paul helps me to keep a check on my investments and offers advice for any concerns l may have. As l am now on my own it's good to know he is only a phone call away.
Have you seen the outcome you were hoping for?
Absolutely very pleased the way investments are going at the moment.
Review for Tom Evans
What could they have done better?
I am very happy with how things are handled and for Toms patience and advice
What were the circumstances that caused you to initially look for a financial adviser?
My husband and I contacted Forrester Boyd initially because we enter financial advice planning for our future and inheritance tax
How has Tom helped you?
Since my husband died he has helped me enormously with sorting out my financial affairs .
Have you seen the outcome you were hoping for?
Yes, I believe that things are being handled well
