Chartered fellow joins team of independent financial advisers
Phil Jones, centre, with Neil Boulton, left, director of FB Wealth Management, and David Everatt, chairman and partner at Forrester Boyd.
By Grimsby Telegraph | Posted: 31 Jan 2019
Independent financial adviser FB Wealth Management has welcomed chartered fellow Phil Jones to the high net worth team. Mr Jones, who has worked in the financial services industry for nearly 30 years, brings extensive expertise of dealing with wealth portfolios, joining from NatWest’s private clients team.
FB Wealth Management provide clients with extensive financial advice including pensions, wealth preservation, trust and estate planning, ISAs, collectives and all investment tax wrappers.
It operates from the head office of parent company Forrester Boyd, in Grimsby, with the 11-strong team of independent financial advisers working closely with the accountancy firm’s partners, ensuring clients can benefit from a joined up approach to their financial matters, complementing the tax planning work they undertake.
Phil said: “I am delighted to join FB Wealth Management and look forward to being able to continue to offer my expertise to high net worth private clients and further build my portfolio in the region.”
Married with two young children, he follows rugby union and cricket and enjoys playing golf and family skiing holidays.
He specialises in investment and wealth management, retirement, trust and estate planning.
Read more: Top 50 place accounted for by Forrester Boyd
He is a chartered fellow of the Chartered Institute for Securities and Investment and also a chartered financial planner with the Chartered Insurance Institute.
Neil Boulton, director of FB Wealth, said: “As a chartered fellow, Phil brings with him notable expertise in dealing with high-value clients and their estates. He will be a great addition to the team and to our growing client base.”