Dale Regan
Adviser
Expertise
- Pension and divorce
Three little words…
Trustworthy,
knowledgeable,
professional
Three little words is what our financial advisers want to ensure that you feel and experience as a client of Forrester Boyd Wealth Management.
Qualifications
- Diploma in Regulated Financial Planning
- Financial Planning Certificate
- Certificate in Financial Services (general route)
- Award in Long Term Care
- Chartered Financial Planner
- Advanced Diploma in Financial Planning
- Award in Pensions Update
- Certificate in Discretionary Investment Management
- CII Inclusive Financial Planning
Accreditations/Memberships
- Fellow of the Personal Finance Society FPFS
- The Chartered Institute for Securities & Investment MCSI