Phil Jones
Adviser
Expertise
- Estate planning
- Businesses and business owners
- At retirement
- Pension and divorce
- Investments, savings and financial planning
Three little words…
Professional,
personal,
experienced
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
- Chartered Wealth Manager
- Chartered Financial Planner
Accreditations/Memberships
- Chartered Fellow of the Chartered Institute for Securities & Investment (CISI)
- Member of the Chartered Insurance Institute (CII)
- Member of the Personal Finance Society (PFS)