Gavin Smart

Gavin Smart

Forrester Boyd Wealth Management

Minimum savings/pensions: Over £100,000

0330 038 8941
Based in Louth
View location

Top Rated 2025
Verified since: December, 2022

4.8 out of 5

91 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 February 2025

    Gavin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gavin's status

  • 23

    Recent Client Reviews

    Verified reviews: 100%

    Gavin has received 23 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 29 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Gavin has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Gavin has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Gavin

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gavin (based on 3 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 28 February 2025

    Gavin is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gavin's status

  • 23

    Recent Client Reviews

    Verified reviews: 100%

    Gavin has received 23 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 29 January 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • Qualifications Uploaded

    Qualifications not yet added

    Gavin has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Gavin has not yet added their fees to their profile

  • 3

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Gavin

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gavin (based on 3 first impressions)

I am a friendly and experienced Independent Financial Adviser, who has worked in the industry since completing my degree in Psychology and Criminology at the University of Hull in 2010. I enjoy building relationships with clients and helping them achieve their short and long term goals with the help of cash flow models, which allow clients to see into their financial future. Cash flow models help clients understand how close or near to goals they are and also show the impact of any choices they make, such as taking tax free cash from a pension, or retiring early. As a member of the Chartered Insurance Institute and the Personal Finance Society, you can be assured of the standard of my qualifications and continuing professional development. At weekends love to spend time with my son and visit tracks across the country to ride my motocross bike. I was previously a committee member of the Lincolnshire Enduro Club which I helped form in 2016 and I am currently the secretary of Yarbrough Round Table.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Gavin's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Savings

Age group

Clients' level of financial expertise

Reviews of Gavin

Are you a client of Gavin? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.