Howard Pykett

Howard Pykett

Forrester Boyd Wealth Management

Howard's reviews

Reviewed for

Insurance and Protection ( 3 )

Mortgages ( 2 )

Pensions ( 57 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 46 )

Auto Enrolment ( 1 )

Investments and Savings ( 65 )

Pension Transfers - Non Specialist ( 11 )

Inheritance Planning ( 29 )

Long Term Care ( 12 )

Pension Transfers - Specialist ( 8 )

Financial Planning ( 47 )

Financial Mentoring ( 13 )

Financial Coaching ( 3 )

( 2 )

Reviewers' assets

£500k+ ( 14 )

£200k - £500k ( 26 )

£100k - £200k ( 11 )

( 1 )

£50k - 100k ( 3 )

Up to £50k ( 2 )

Review

by a verified client in Lincolnshire

a month ago

Overall

Advice

Service

Value

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

I was advised to your organisation because I had to deal with my parents finances. A they were unable to deal with them themselves

How has Howard Pykett helped you?

It was not Howard but one of his colleges.

Have you seen the outcome you were hoping for?

Yes

Howard:

Dear Carol, Thank you for taking the time to leave a review. I’m glad to hear that our team was able to assist you in managing your parents’ finances during what I’m sure was a challenging time. Ensuring financial matters are handled smoothly in such circumstances is important, and I’m pleased that you’ve seen the outcome you were hoping for. If you ever need any further guidance, please don’t hesitate to reach out. Best wishes, Howard
Review

by a verified client in Lincolnshire

a month ago

Overall

Advice

Service

Value

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

I needed to review my pension and if it was in the right portfolio

How has Howard Pykett helped you?

Advised of a better, more financial viable pension fund

Have you seen the outcome you were hoping for?

Yes, seen pension growth

What could they have done better?

Currently nothing very pleased with advice given and the current outcome

Howard:

Dear Andrew, Thank you for taking the time to leave such positive feedback. I’m really pleased to hear that you’re happy with the advice given and the results so far. Reviewing your pension and ensuring it’s in the right portfolio is a crucial step in securing your financial future, so it’s great to know you’ve seen the growth you were hoping for. It was a pleasure assisting you in finding a more financially viable pension fund, and I’m glad the advice has made a positive impact. If you ever have any further questions or need to review your plans again, please don’t hesitate to get in touch. Best regards, Howard
Review

by a verified client in Lincolnshire

2 months ago

Overall

Advice

Service

Value

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

My husband died

How has Howard Pykett helped you?

With financial planning for the future. Advice and ideas.

Have you seen the outcome you were hoping for?

Yes

Howard:

Dear Mary, Thank you for taking the time to share your experience. I’m truly sorry for your loss, and I appreciate the trust you’ve placed in me to help you navigate your financial planning during such a difficult time. I’m glad to hear that the advice and ideas we discussed have been helpful in shaping a secure plan for the future. My aim is always to provide clarity and reassurance, and it’s rewarding to know that you’ve seen the outcomes you were hoping for. If there’s ever anything else you need or any questions arise, please don’t hesitate to get in touch. I remain committed to supporting you in any way I can. Best wishes, Howard
Review

by a verified client in Lincolnshire

2 months ago

Overall

Advice

Service

Value

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

Advice on pension investment

How has Howard Pykett helped you?

Howard put me as ease straight away. He was helpful, friendly and professional

Have you seen the outcome you were hoping for?

Yes

Howard:

Dear Gill, Thank you so much for taking the time to share your experience. I'm really pleased to hear that you felt at ease during our discussions—creating a comfortable and professional environment is very important to me. It’s great to know that you found my advice on pension investment helpful and that you're seeing the outcomes you hoped for. Helping clients navigate their financial journeys with confidence and clarity is at the heart of what I do, and it’s wonderful to hear when that support makes a positive difference. Should you have any more questions or wish to explore further aspects of your financial planning, please feel free to get in touch. Thanks again for your kind words, Gill. Best wishes, Howard
Review

by a verified client in Lincolnshire

4 months ago

Overall

Advice

Service

Value

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

Yearly Review

How has Howard Pykett helped you?

Pension Planning, Investment advice, inheritance tax planning

Have you seen the outcome you were hoping for?

Not as yet but the foundation is there

What could they have done better?

nothing

Howard:

Here’s a potential response to John’s review: Thank you, John, for taking the time to leave such thoughtful feedback. It’s always a pleasure to assist with your financial planning needs, and I’m glad you feel the foundation is in place for the outcomes we are working towards. Pension planning, investment advice, and inheritance tax planning are all critical areas, and I’m pleased to have been able to provide guidance that supports your goals. Regular reviews like ours help ensure your financial strategy remains on track and responsive to any changes in circumstances. If there’s ever anything further I can assist with, or if you’d like to explore any other aspects of your financial planning, please don’t hesitate to let me know. Thank you again for your trust and confidence—it’s greatly appreciated. Warm Regards Howard