Oliver Beckett

Oliver Beckett

Forrester Boyd Wealth Management

Minimum savings/pensions: Over £100,000

0330 038 8942
Based in Grimsby
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Top Rated 2026
Verified since: September, 2025
5 out of 5

18 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 18 July 2026

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

  • 1

    Recent Client Reviews

    Verified reviews: 100%

    Oliver has received 1 client review in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 23 March 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.

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  • 17

    Positive First Impressions

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

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

About

From the moment I completed my undergraduate degree in Business Management, I was eager to embark on a meaningful career that allowed me to grow both personally and professionally. In 2021, I joined Forrester Boyd Wealth Management starting in administration support, where I learned the importance of teamwork and attention to detail. With encouragement from colleagues and mentors, I progressed into paraplanning and then into advisory roles, each step bringing new challenges and the chance to make a real difference for our clients. For the last two years, I have had the privilege of managing the day-to-day operations of our paraplanning team. Supporting and guiding my team members through their own journeys has been one of the most rewarding aspects of my role, as together we strive to deliver the best possible service to those we help. Recently, I was delighted to join both the product committee and the investment committee. Here, I collaborate with talented colleagues to research platforms, providers, and funds, ensuring our clients benefit from reliable and innovative solutions. One of the proudest moments of my career so far has been receiving the Hull CII Award Winner 2025 upon receiving the title of Chartered Financial Planner when completing the Advanced Diploma in Financial Planning through the CII. This recognition means a great deal to me and inspires me to continue contributing to our team's success and our clients' futures every day.