Tom Evans

Tom Evans

Forrester Boyd Wealth Management

Minimum savings/pensions: Over £100,000

0330 038 8942
Based in Scunthorpe
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Top Rated 2025
Verified since: December, 2022

4.8 out of 5

69 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 29 March 2025

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

  • 29

    Recent Client Reviews

    Verified reviews: 100%

    Tom has received 29 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 28 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.

  • 2

    Qualifications Uploaded

    2 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

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 29 March 2025

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

  • 29

    Recent Client Reviews

    Verified reviews: 100%

    Tom has received 29 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 28 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.

  • 2

    Qualifications Uploaded

    2 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

My role as a Chartered Financial Planner is to understand my clients’ end goals and help develop a plan that meets their short, medium and long term needs, with long term objectives often stretching well beyond their own lifetime. I also feel it’s important that an adviser challenges ideas and motivations, and plays devil’s advocate. These conversations are really important as without them, you may not actually discover what is most important to you. I’ve worked for Forrester Boyd Wealth Management since 2014 and believe our status as Independent Financial Advisers allows me to provide you with the best possible advice at all times and in all circumstances. I’m able to source the most suitable solutions to meet your needs, whether that is a mainstream product like a Stocks and Shares ISA, or more complex investments such as Enterprise Investment Schemes and Venture Capital Trusts. I am a highly qualified chartered member of both the Personal Finance Society (PFS) and the Chartered Institute for Securities and Investments (CISI), holding Fellow status at the former. I take great pride in looking after my clients and guiding them through their financial decisions, no mater how simple or complex.

£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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