0330 038 8942
Based in Scunthorpe
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2022
4.7 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
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
30
Recent Client Reviews
Tom has received 30 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tom has received 30 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
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
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Tom has not yet added their fees to their profile
Fees not yet added
Tom has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA status: Certified by Firm
Tom is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Tom's status
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
30
Recent Client Reviews
Tom has received 30 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tom has received 30 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
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
Tom has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Tom has not yet added their fees to their profile
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).
About Tom's clients
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