Independent advice

We believe that no challenge is too great, and we strive to provide solutions to even the most complex of financial planning needs.

We understand how important it is to find a financial adviser that you can trust. You have built your wealth and you want to protect it and get the best advice to ensure it delivers what you need, not only now, but in the future.

Unlike the many advisory firms that only offer a restricted service, we have remained fully independent, meaning that our advice is both unbiased and unrestricted.

Our recommendations are based on a fair and comprehensive analysis of the relevant market. Free from any ties or third party influence, we can fulfil your needs without compromise. In our opinion, this is the only way to provide financial advice.

Our approach

We work with you to create a professional financial planning strategy by taking the time to understand your needs, goals and preferences before we make any recommendations.

We have a structured process that we follow to ensure we deliver this.

1
Discovery:
Initial Review

The first step we like to take in any new situation is a no obligation initial review. This is to ascertain your financial needs and see how and where we can help you.

This stage of the process is held at our expense, with no obligation on your part to proceed further should you not wish.

2
Research

Once we have a detailed understanding of your financial objectives and goals, we’ll research solutions to achieve them. As independent financial advisers, we are not tied to any product providers – our advice is unbiased and unrestricted.

This means we can find solutions based upon your exact needs. We source products, providers & services from the whole of the market.

3
Analysis

Once we have enough data, we will conduct a thorough analysis to see what conclusions can be drawn.

Analysis of the gathered data allows us to effectively evaluate opportunities for making your resources work most effectively.

4
Discussing our recommendations

We take you through our recommendations in detail. With your agreement we’ll prepare a detailed Recommendations Report bringing together all of our work at Stages 1, 2 & 3.

We will meet with you to present these recommendations, listen to your feedback and agree what actions need to be taken next.

5
Implementing your plan

All the necessary product paperwork is completed and processed. Should you decide to take action as a result of your Recommendation Report, we will act as your intermediary in the engagement of suitable product providers.

Our advisers and support team will arrange all necessary steps to ensure your decisions are implemented thoroughly, accurately and timely.

6
Reviewing:
On-going Advice

At this point, you’ll agree how often you want to review your plans. To ensure your plans remain on track, we will keep in contact.

The purpose of this will be to provide our on-going services in relation to the advice we will have provided to you at outset and consider any further advice needed.

This process has to be underpinned by a joint commitment from both Forrester Boyd Wealth Management and our clients in order to ensure the successful completion of their financial goals.

Wherever you are located

We would be happy to meet with you at a location of your choice or at one of our six regional offices.