Tom Olsak

Tom Olsak

Forrester Boyd Wealth Management

Tom's reviews

Reviewed for

Insurance and Protection ( 3 )

Pensions ( 40 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 28 )

Investments and Savings ( 29 )

Pension Transfers - Non Specialist ( 14 )

Inheritance Planning ( 11 )

Long Term Care ( 2 )

Pension Transfers - Specialist ( 17 )

Financial Planning ( 22 )

Financial Mentoring ( 3 )

Financial Coaching ( 1 )

( 1 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 10 )

£100k - £200k ( 12 )

Up to £50k ( 2 )

£50k - 100k ( 2 )

Review

by a verified client in Lincolnshire

9 days ago

Overall

Advice

Service

Value

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

we use via the partnership, as we need advise as this can be complicated

How has Tom Olsak helped you?

inheritance planning, pension planning

Have you seen the outcome you were hoping for?

yes

Tom:

Dear Elizabeth, Thank you for taking the time to leave a review and for your kind words. I’m really pleased to hear that you’ve found our work together helpful, particularly around inheritance and pension planning. These areas can indeed feel complicated at times, so it’s good to know the advice has brought you clarity and reassurance. It’s always a pleasure working with clients like you who are proactive about making informed financial decisions. I’m glad to hear that the outcomes have aligned with your expectations so far. That’s exactly what we strive for — to offer guidance that not only makes sense of the complexities but also delivers meaningful results. Thanks again for your feedback. I look forward to continuing to support you with your financial planning in the years ahead. Warm regards, Tom
First impression

by a VouchedFor user

14 days ago

Overall

Please provide a brief comment about your experience with Tom

Tom is very professional. He was very helpful and understood my needs for my future well.

Tom:

Thank you, Senga, for taking the time to share your feedback. I’m really pleased to hear that you felt supported and that I was able to understand your needs for the future. Building a clear picture of what matters most to you is always my priority, and it’s great to know that this came across in our conversations. Financial planning is about much more than numbers — it’s about helping people feel confident and secure about the future they’re working towards. I’m glad to hear that you found the process helpful and that you felt the advice was tailored to your goals. I look forward to continuing to work together and helping you navigate the next steps on your financial journey. Thank you once again for your kind words and for placing your trust in me. Warm Regards Tom
Review

by a verified client in Lincolnshire

18 days ago

Overall

Advice

Service

Value

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

Retirement

How has Tom Olsak helped you?

Good solid advice from all the team

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Happy with the advice

Tom:

Thank you, Grant, for taking the time to leave this review. I’m really pleased to hear that you’re happy with the advice and support you’ve received from me and the wider team. It’s great to know that I’ve been able to provide the solid guidance you were looking for as you planned for retirement. Supporting clients through this important stage of life is something I take a great deal of pride in. My priority is always to help you feel confident and secure about your financial future, so I’m really pleased that the outcome has met your expectations. Thank you again for your kind words. If you ever have any questions or need further support as things develop, please don’t hesitate to get in touch. I look forward to continuing to support you in the years ahead. Warm Regards Tom
Review

by a verified client in Lincolnshire

a month ago

Overall

Advice

Service

Value

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

Pension

How has Tom Olsak helped you?

Good advice

Have you seen the outcome you were hoping for?

Pension not as good as would have Iike investments not too bad

Tom:

Thank you, Kevin, for taking the time to leave a review. I'm pleased to hear that you found the advice I provided helpful as you explored your pension and investment options. I appreciate your honest feedback about the outcomes and understand that expectations and market performance don’t always align exactly as we’d hope. Financial planning—especially around pensions—can be complex, and it’s important to regularly review and adjust your strategy in response to changing circumstances. I’m glad to have been able to support you with guidance along the way, and I’m always here to help ensure your financial plans remain on track for your goals. Thanks again for your feedback, and I look forward to continuing to support you in the future Warm Regards Tom
First impression

by a VouchedFor user

a month ago

Overall

Please provide a brief comment about your experience with Tom

Tom offers friendly, easy to understand advice , recommended highly.

Tom:

Thank you, Stephen, for your kind words and for taking the time to leave a review. I’m really pleased to hear that you’ve found my advice both friendly and easy to understand. Making financial decisions can often feel overwhelming, so it’s important to me that our conversations feel clear and approachable. Your recommendation means a great deal and reinforces my commitment to offering straightforward, personalised guidance that helps clients feel confident about their financial future. Thanks again for your support – it’s very much appreciated. Warm Regards Tom