Tom's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 49 )
Retirement income (annuities, drawdown) ( 29 )
Investments and Savings ( 43 )
Pension Transfers - Non Specialist ( 13 )
Inheritance Planning ( 22 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 10 )
Financial Planning ( 35 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 15 )
£100k - £200k ( 5 )
£50k - 100k ( 3 )
Up to £50k ( 4 )
Review
by a verified client in East Riding
19 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Managing finances in the early years involved investments/ISAs arranged through a bank but the advice and resultant performance was very disappointing. Matters were transferred and handled through a Building Society but a windfall some years ago determined more specific advice and planning was needed. After considerable research, we consulted with Forrester Boyd and received first class and easy to understand information allowing decisions to be made regarding our financial future. This was from day one and on through to Tom Saleh.
How has Tom Saleh helped you?
Tom visits us annually to discuss how finances are progressing and whether any changes in our circumstances require any readjustments, etc. Plus, he is available at any time we need to discuss or make any specific arrangements.
Have you seen the outcome you were hoping for?
In a word...yes
What could they have done better?
I have no comment to make as they and Tom have always been available and acted in our interests.
Tom:
Dear Franklin, Thank you very much for taking the time to leave such a thoughtful review. It is greatly appreciated. It is particularly rewarding to hear that, after your earlier experiences with financial advice, you found the guidance provided by Forrester Boyd Wealth Management to be clear, easy to understand and helpful in giving you the confidence to make important decisions about your financial future. Knowing that this positive experience has continued over the years means a great deal. Thank you for your kind comments about our annual reviews and ongoing availability. Regular meetings provide an excellent opportunity to ensure your financial plans continue to reflect any changes in your circumstances, while being available whenever needed is an important part of the service we aim to provide. It is especially pleasing to read that you have achieved the outcomes you were hoping for. Helping clients feel confident about their financial future through long-term planning and trusted advice is always our goal, and we look forward to continuing to support you in the years ahead. Thank you once again for your recommendation and your continued trust. Warm Regards TomReview
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 needed advice on investing money from the sale of a business
How has Tom Saleh helped you?
Tom's help and advice has made me feel more confident in investing in different areas
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Tom:
Dear Linda, Thank you for taking the time to leave such a kind review and for sharing your experience. I am delighted to hear that our work together has helped you feel more confident about investing and exploring different opportunities following the sale of your business. Making decisions after a significant event such as a business sale can feel daunting, so it is particularly pleasing to know that the advice and guidance provided have given you reassurance and clarity about your financial future. Building confidence and helping clients make informed decisions is a key part of what I aim to achieve. I also appreciate your comment that there is nothing we could have done better and that you have seen the outcomes you were hoping for. Feedback like this means a great deal and reinforces the importance of a tailored, long-term approach to financial planning. Thank you again, Linda. I look forward to continuing to support you and helping you achieve your future financial goals. Warm Regards, TomReview
by a verified client in North Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I first consulted Forrester Boyd when I was a director of an Interiors Contracting Company with issues over share ownership,pensions and investments.
How has Tom Saleh helped you?
Tom has advised me with help on the balance of risk and reward on my SIPP,ISA`s and other investments,with idea`s on pension advantages.
Have you seen the outcome you were hoping for?
YES
What could they have done better?
I am happy with the advice I have been given
Tom:
Dear Bruce, Thank you for taking the time to leave such a positive review and for sharing your experience of working with me over the years. I am pleased to hear that you have been happy with the advice you have received, particularly regarding the balance of risk and reward within your pensions and investments. It has been a privilege to support you from the early discussions around share ownership, pensions and investments through to helping you make informed decisions about your SIPP, ISAs and wider financial planning. I am especially pleased that you feel you have achieved the outcomes you were hoping for. Financial planning is about providing clarity and confidence, ensuring that investment and pension arrangements remain aligned with your objectives and circumstances as they evolve. Thank you again for your trust and for allowing me to be part of your financial journey. I look forward to continuing to support you in the years ahead and helping you make the most of future opportunities. Warm Regards, TomReview
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?
Added to my husband's usage
How has Tom Saleh helped you?
By being open regarding management of services
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nil
Tom:
Thank you, Alexandra, for taking the time to leave such a positive review. I really appreciate your feedback and am pleased to hear that you have had a good experience since being added to your husband's arrangements. It is particularly rewarding to know that my open and transparent approach to managing your services has been helpful and that you feel you have achieved the outcome you were hoping for. Building strong relationships based on trust, clear communication and understanding each client's individual circumstances is at the heart of what I aim to provide. Financial planning is about giving clients confidence and clarity, and I am delighted that our work together has helped you feel supported and informed throughout the process. Thank you again for your kind words and for placing your trust in me. I look forward to continuing to support you and your husband with your financial planning needs in the years ahead. Warm Regards, TomReview
by a verified client in Yorkshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have always had one since I set up the pension with Allied Dunbar. Used different advisors as I moved location.
How has Tom Saleh helped you?
He has helped in a way to make my pension more accessible and make us feel at ease with our forthcoming retirement plans
Have you seen the outcome you were hoping for?
Yes as above
What could they have done better?
Nothing Im happy with the outcome so far.
Tom:
Thank you, Nigel, for taking the time to leave such a thoughtful review. I really appreciate your comments and am pleased to hear that you are happy with the outcome so far. It has been a pleasure helping you make your pension arrangements more accessible and supporting you as you prepare for retirement. Planning for this next stage of life can bring a number of important decisions, so it is particularly rewarding to know that our conversations have helped you feel more at ease about your forthcoming retirement plans. I am also grateful for the trust you have placed in me, especially as you have always valued professional financial advice throughout your pension journey. Building long-term relationships and providing clear, tailored guidance is an important part of helping clients feel confident about their financial future. Thank you again for your kind words and for allowing me to be part of your retirement planning. I look forward to continuing to support you in the years ahead. Best wishes, Tom