Top Rated Firm 2026
978 reviews | 11 verified advisers
N/A
We have been with Forrester Boyd for over 20 years and have received valuable advice from Paul Roach and other advisors since then
Given advice about how to manage our private pensions
Yes
Nothing
All ready had one just spoke to him
He helped me move my isa
To soon
The death of my husband.
Helped me understand my financial situation. Pensions. Investments. Inheritance planning.
Yes
It was all good and we received good advice and options to consider.
Redundancy and retirement
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.
Not yet as it is very early days but I have confidence in Paul’s abilities over the mid to longer term.
Covered all I need to know
Business and pensions
Yes
Yes