Tom Olsak

Tom Olsak

Forrester Boyd Wealth Management

Minimum savings/pensions: Over £100,000

0330 038 8938
Based in Lincoln
View location

Top Rated 2025
Verified since: December, 2022

4.9 out of 5

65 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 21 March 2025

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

  • 19

    Recent Client Reviews

    Verified reviews: 100%

    Tom has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 March 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.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Tom has not yet added their fees to their profile

  • 17

    Positive First Impressions

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

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tom (based on 17 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 21 March 2025

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

  • 19

    Recent Client Reviews

    Verified reviews: 100%

    Tom has received 19 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 25 March 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.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

    Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Tom has not yet added their fees to their profile

  • 17

    Positive First Impressions

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

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Tom (based on 17 first impressions)

I am an Independent Financial Adviser at Forrester Boyd Wealth Management with 12 years’ experience in Financial Services. Prior to joining Forrester Boyd in 2018, I spent 7 years with HSBC refining my servicing skills and knowledge. My focus is in understanding your circumstances, your financial objectives and ultimately helping you achieve financial success. I take pride in providing an excellent client experience and am delighted to have been named in The 2023 Top Rated Financial Adviser Guide distributed in The Times. Whether you need assistance with Investment, Retirement or Estate Planning, or Financial Protection for your family or business, I will be happy to work with you. Feel free to give me a call or leave an enquiry and I will come back to you promptly.

£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).

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