Meet the team - Alex Munn and Amy Portess
Alex Munn- Independent Financial Adviser
Alex Munn Joined Forrester Boyd Wealth management in October 2017 and has more than 10 years’ experience in the financial services industry.
Before joining Forrester Boyd 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 Diversified investment portfolios – don’t put all your eggs in one basket! 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 Forrester Boyd Wealth Management in the future.
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 Forrester Boyd Wealth Management in 2013, and has over 10 years’ experience in the financial services industry.