Paul Roach

Paul Roach

Forrester Boyd Wealth Management

Minimum savings/pensions: Any amount

0330 038 8939
Based in Grimsby
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Top Rated 2026
Verified since: August, 2025
4.8 out of 5

29 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 11 August 2026

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

  • 22

    Recent Client Reviews

    Verified reviews: 100%

    Paul has received 22 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 10 August 2026

    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

    Paul has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Paul has not yet added their fees to their profile

  • 7

    Positive First Impressions

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

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Paul (based on 7 first impressions)

About

Paul joined Forrester Boyd Wealth Management in 2025 as an Independent Financial Adviser (IFA), bringing with him extensive experience from previous wealth management roles at HSBC and Lloyds Bank over the last 18 years. He is committed to understanding each client’s unique circumstances to provide personalised advice across key areas including wealth management, retirement planning, protection, and estate planning. As a member of the Chartered Insurance Institute and the Personal Finance Society, Paul maintains high professional standards and is dedicated to ongoing development.