Dale Regan

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
  • Chartered MCSI

Accreditations/Memberships

  • Fellow of the Personal Finance Society FPFS
  • The Chartered Institute for Securities & Investment MCSI

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