Welcome to our newest Adviser Phil Jones

We would like to take some time to introduce our newest team member,  Phil Jones, who joins our High Networth Team.

Phil has worked in the financial services industry for 27 years and joined FB Wealth Management in September 2018 from NatWest Private Clients.

For many years Phil has specialised in advising High Net Worth private clients, with his areas of particular expertise being investment and wealth management, retirement, trust and estate planning.

He is a Chartered Fellow of the Chartered Institute for Securities and Investment and also a Chartered Financial Planner with the Chartered Insurance Institute.

Outside of work he enjoys spending time with his wife and two young children, following rugby union and cricket, playing golf and taking family skiing holidays in the Alps.

 

 

 

Meet the Team- Ian Simpson and Nicola Simpson

Ian Simpson- Independent Financial Adviser

Ian Simpson joined FB Wealth Management in 1996 and has more than 33 years’ experience in the financial services industry.

Before joining FB Wealth Management, Ian worked in the occupational pensions industry.

Ian can offer support to clients in all areas of pensions (both group & individual) and group protection.

“Out of the office I enjoy watching Nottingham Forest.”

Admin support

Working alongside Ian is Nicola Simpson, who is responsible for group pension administration.

Nicola started with FB Wealth Management in 2000, and has nearly 18 years’ experience in the financial services industry.

Meet the team- Keith Pearson and Diane Denney

Keith Pearson joined FB Wealth management in September 2017 and has 1 year direct experience in the financial services industry, however prior to this Keith was a qualified management accountant.

Before joining FB Wealth management Keith worked as a Finance Director in the education sector and pharmaceuticals industry for 28 years with a range of responsibilities in finance, logistics, purchasing and IT.

Keith can offer support to clients in the following areas of investment, savings, pension, estate and general financial planning across all key stages of their lives.

Out of the office I enjoy travelling, playing golf, gardening and watching most sports.

I became an Independent Financial adviser because it is an area that I have always been personally interested in and through talking to friends and colleagues, came to realise how important an impact good financial planning can have on someone fulfilling their life goals. .I took the decision relatively late in my career to take the skills I had developed in my previous roles and add to them in order to work with people in developing the most suitable financial plans for their key objectives.

Admin support

Working alongside Keith is Diane Denney, who is responsible for all aspects of administrative support within the firm. Diane started with FB Wealth Management in July 2001, and has 17 years’ experience in the financial services industry. Prior to working for FB Wealth Management Diane worked for a high street bank for nearly 20 years.

Meet the team- Gavin Smart and Debbi Hardy

Gavin Smart – Independent Financial Adviser

Gavin joined FB Wealth management in 2014 and has more than 7 years’ experience in the financial services industry.

Before joining FB Wealth management Gavin came into the world of financial services after completing his degree in Psychology and Criminology at the University of Hull in 2010. From here he gained knowledge of the industry working as an administrator and paraplanner for a local firm.

Gavin can offer support to clients in the following areas Financial Protection, Savings & Investments, Pensions Planning and Inheritance Tax and Estate Planning.

Out of the office Gavin travels around the county entering races on his motocross bike. He is a committee member of Lincolnshire Enduro Club which he helped form in 2016.

When not racing his motocross bike he enjoys attending music festivals and gigs as well as traveling. He hopes see more of North America and Asia within the next 5 years. Gavin is also a keen animal lover and likes exploring the English countryside with his dog Brooke. When at home he likes socialising with friends over good food.

“I became an Independent Financial adviser because I enjoy working and forming relationships with new people, I have always had an interest in investments and enjoy seeing others benefit from the advice I have given to them.

Admin support

Working alongside myself is Debbi, who is responsible for our Financial Services Administration. Debbi started with FB Wealth Management in Sept 2016, and has 2 years’ experience in the financial services industry.

Meet the team- Howard Pykett and Neil Moore

Howard Pykett DipPFS ACSI Joined FB Wealth management in August 2012.

Howard started his career working for Edward Jones, one of the largest Investment Companies in the US as a Stockbroker and Financial Adviser based in Canary Wharf, with a local office in Louth. Following Edward Jones’ departure from the UK, Howard continued his career at Towry Wealth Management offering holistic financial planning to high net worth individuals and also approved to provide advice to lottery winners on behalf of Camelot. During his time in financial services, he has worked at Santander as a client relationship manager.

Clients have described Howard as patient and prepared to listen without applying pressure to rush into anything. They have also said that he explains recommendations so that the client can easily understand.

Out of the office Howard enjoys Horse Riding, Sailing and getting involved with charity work. Howard’s specialisms include later life clients, divorce planning, estate planning and personal injury cases.

Howard became an Independent Financial adviser to ensure ethically the advice he gives is without question the right solution for the client to meet whatever objective is agreed. Howard has always taken pride in the relationships that he builds with his clients and is keen to ensure they are kept informed.

Admin support

Working alongside Howard is Neil Moore, who is responsible for Client Support. Neil has a high degree of experience having worked for HSBC for over 7 years. Neil continues to progress with his Chartered Insurance Institute Qualifications.

Meet the team- Alex Munn and Amy Portess

Alex Munn– Independent Financial Adviser

Alex Munn Joined FB Wealth management in October 2017 and has more than 10 years’ experience in the financial services industry.

Before joining FB Wealth management Alex worked for HSBC Bank Plc for 10 years. Alex held a number of roles with HSBC during this period of time, though he spent over 8 years of his time with HSBC within their Premier Banking Department. As a Premier Relationship Manager, Alex looked after a portfolio of HSBC Premier Clients, providing banking services and regulated financial advice. Alex joined FB Wealth to enable him to progress his career within Financial Services giving particular focus to providing Independent Financial Advice to clients in around the Louth area.

Alex can offer support to clients in the following areas; Financial Protection including Life Cover, Critical Illness Cover and Income Protection, Savings & Investments, Pensions & the wider area of Retirement Planning and Inheritance Tax and Estate/Legacy Planning.

Out of the office Alex enjoys playing and watching a variety of different sports including cricket and football. Alex can often be found at Scothern Cricket Ground in his capacity as Club Secretary. In addition to this Alex is currently studying for a number of different Financial Services exams which account for a great deal of his spare time.

Alex became an Independent Financial adviser because having the ability to make a difference to somebody’s financial security, wellbeing or future gives Alex a great deal of pleasure. Whether it is ensuring that a young family are suitably protected should the unthinkable happen, or helping somebody plan for and realize the retirement lifestyle that they have worked so hard to achieve gives a great deal of job satisfaction. Alex has always taken pride in the longstanding relationships that he builds with his clients and he is looking forward to working alongside his clients with FB Wealth Management in the future.

Admin support

Working alongside Alex is Amy Portess, who is responsible for our Financial Services Administration. Amy has amassed a wealth of experience in Financial Services Administration, including successfully passing a number of examinations giving her a wealth of knowledge, which enables her to support our clients’ needs on an ongoing basis. These include the Certificate for Financial Advisers (CeFA) and the Certificate in Life and Pensions (Cert CII).

Amy started with FB Wealth Management in 2013, and has over 10 years’ experience in the financial services industry.

Meet the Team- Nigel Crowson, Marie Wheeler and Grace Mould

Nigel Crowson Joined FB Wealth management in 2000 and has more than 30 years’ experience in the financial services industry.

Before joining FB Wealth management Nigel worked for a local building society as a branch manager.

Nigel can offer support to clients in the following areas: investment planning, retirement planning, protection planning and inheritance tax planning.

Out of the office Nigel enjoys most sports, travel and family events.

“I became an Independent Financial adviser so that I could build and maintain long term relationships with clients.”

Admin support

Working alongside me is Grace Mould and Marie Wheeler, who are responsible for general administration including client contact, application processing and report writing.

Grace Mould started with FB Wealth Management in February 2018, and has over 4 years’ experience in the financial services industry.

Marie Wheeler started with FB Wealth Management in May 2017, and has one year’s experience in the financial services industry.

Meet the team – Joe Rogers and Elliott Kibble

 

Joe joined FB Wealth Management (then known as Forrester Boyd) in 2007 as an administrator/ trainee paraplanner. In his early years, Joe would provide administrative support for the adviser team, which progressed to research and report writing thereafter. Joe qualified as a competent adviser in 2011 and continued taking his Advanced Diploma examinations which were required to achieve his Chartered Status.

Joe likes both playing and watching football, and has recently taken up golf. Joe will be the first to admit that he is struggling with playing golf to a decent standard, but he is determined to progress.

Elliott also agrees that Joe is struggling getting to grips with golf, although his own golf knowledge is below par.

Elliott is responsible for Joe’s administrative support, research and report writing and enjoys taking on challenges. He is currently sitting his R0 exams to become a qualified adviser.

Elliott started with FB Wealth Management in 2017, and has 3 years’ experience in the financial services industry and has a bachelor’s degree in Business Management.

Here is the first in our series of Meet the Team

 

Tom Evans – Chartered Financial Planner

Tom Evans Joined FB Wealth management in January 2013 and has more than 8 years’ experience in the financial services industry.

Before joining FB Wealth management (and before joining the financial services industry) Tom was a professional footballer for 16 years.

As a chartered financial planner Tom can offer holistic financial support to clients, putting in place plans that should help clients meet their short and long term goals.

Out of the office Tom enjoys spending time with his two children and trying to keep fit.

Admin support

Working alongside Tom is Leanne Caster who provides Tom and his clients with administrative support as well as dealing with client queries.

Leanne Caster started with FB Wealth Management in 2016, and has 15 years’ experience in the financial services industry.

 

We are rapidly approaching the end of the tax year …….

We are rapidly approaching  the end of the tax year and it is now time for clients to check that they have carried out their year end tax audit and used the reliefs and exemptions  that would otherwise  be lost.

As you plan to secure your financial future it is important you take action to avoid missing  out on valuable tax savings and allowances that expire after 5th April.

Continue reading “We are rapidly approaching the end of the tax year …….”