Welcome to our newest Adviser Phil Jones

  • 8th October 2018

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 Forrester Boyd 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.

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Information contained within this article is not a personal recommendation of Forrester Boyd Wealth Management. The wording in this article is not to be construed as an offer or advice. We recommend you seek advice concerning suitability from your investment adviser.