Chris Gray

Forrester Boyd Wealth Management

Chris's reviews

Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 4 )

Pensions ( 43 )

Equity Release ( 3 )

Retirement income (annuities, drawdown) ( 34 )

Auto Enrolment ( 1 )

Investments and Savings ( 38 )

Pension Transfers - Non Specialist ( 15 )

Inheritance Planning ( 9 )

Long Term Care ( 3 )

Pension Transfers - Specialist ( 7 )

Financial Planning ( 26 )

Financial Mentoring ( 6 )

Financial Coaching ( 3 )

( 2 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 15 )

£100k - £200k ( 5 )

Up to £50k ( 3 )

£50k - 100k ( 9 )

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Chris

Chris was very friendly and lead the discussion, with lots of useful questions.

Chris:

Thank you, Claire, for taking the time to share your experience. I’m really pleased to hear that you found our discussion both friendly and well guided. Asking the right questions is a key part of my process, as it helps me to build a clear understanding of your circumstances, priorities and longer-term goals. This ensures that any advice provided is genuinely tailored and meaningful to you. It was a pleasure speaking with you, and I’m glad you felt comfortable throughout our conversation. Creating an open and supportive environment is important, particularly when discussing personal financial matters, and I’m delighted that this came across. Working together in this way allows us to develop a structured and thoughtful approach to your financial planning, giving you greater clarity and confidence in the decisions ahead. I look forward to continuing our conversations and supporting you on your financial journey. Warm Regards, Chris

First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Chris

I really recommend Chris Gray, Im enjoying the start of my financial journey with his guidance and great knowledge. Chris has taken time to make sure he understands my financial/lifestyle goals and communicated well, so Im confident under his advice and know my financial health is well looked after

Chris:

Thank you, Sharon, for your kind words and for taking the time to share your experience. It is greatly appreciated. I am really pleased to hear that you are enjoying the start of your financial journey and that you feel confident in the guidance and advice provided. Taking the time to fully understand your financial and lifestyle goals is a key part of building a plan that is both meaningful and sustainable, so it is encouraging to know this has come across in our work together. Clear and open communication is something I place great importance on, and I am glad this has helped you feel reassured about your financial position. Supporting you in making informed decisions and helping you stay on track towards your objectives is always the priority. I look forward to continuing to work with you and supporting you as your plans develop over time. Warm Regards, Chris

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Chris

Nothing too much trouble and very professional

Chris:

Thank you, Craig, for taking the time to share your feedback. It’s greatly appreciated. I’m really pleased to hear that you found the service both professional and accommodating. Ensuring that nothing is ever too much trouble is a core part of how I aim to support clients, as financial planning often involves navigating complex decisions and it’s important you feel fully supported throughout. Your comments reflect the approach I strive to take with every client relationship – being accessible, responsive, and focused on delivering clear, tailored advice that meets your individual needs. Whether it’s addressing immediate queries or supporting longer-term financial goals, it’s important that you feel confident and well looked after at every stage. Thank you again for your kind words, Craig. I look forward to continuing to support you in the future and helping you stay on track with your financial plans. Warm Regards Chris

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Chris

Very engaging and very professional

Chris:

Thank you, Craig, for taking the time to leave such kind feedback. I’m really pleased to hear that you found our work together both engaging and professional, as that’s exactly the experience I aim to provide for every client. Building a strong, collaborative relationship is an important part of the financial planning process, and it’s great to know that this came across in our interactions. My goal is always to ensure that conversations are clear, relevant, and focused on what matters most to you, while maintaining the highest professional standards. Providing straightforward guidance and creating a comfortable environment for discussing your financial plans are key to helping you make confident, informed decisions about your future. I’m glad you felt supported throughout. I look forward to continuing to work with you and helping you achieve your long-term financial goals. Warm Regards Chris

Review

by a verified client in East Riding

2 months ago

Overall

Advice

Service

Value

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

I wanted to see if I could retire early and wanted my savings to grow

How has Chris Gray helped you?

Chris moved my pension and investments into higher performing funds a year ago. He did cash flow models which convinced me I could retire early. A year later, I have retired and feel comfortable with the spread of savings and investments Chris advised on. I have seen my investments grow ( on paper anyway - haven't withdrawn anything yet!) I think the returns have been better than I would have got without advice. Chris made the paperwork straightforward and was very prompt to reply if I had a query. He took all the stress away for me having to find my own way through all the pensions stuff in particular.

Have you seen the outcome you were hoping for?

So far, so good ?

What could they have done better?

Can't think of anything.

Chris:

Thank you, Jill, for such a thoughtful and detailed review. It’s wonderful to hear that you felt confident enough to move forward with your plans for early retirement after our discussions and cash flow modelling. I’m really pleased that the work we did together around your pensions and investments has helped put you in a position where you can now retire comfortably. Ensuring your savings are structured appropriately and invested in funds aligned to your goals is a key part of long-term financial planning, so it’s encouraging to hear that you’ve already seen positive progress. I’m also glad the process felt straightforward and that you felt supported throughout. Navigating pensions and investment decisions can often feel complex, so being able to take that pressure away and provide clarity is exactly what I aim to do for my clients. Thank you again for your trust and for taking the time to share your experience. I look forward to continuing to support you as you enjoy your retirement and monitor your investments over the years ahead. Warm Regards, Chris