Meet the team - Joe Rogers and Elliott Kibble
Joe joined Forrester Boyd 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 Forrester Boyd Wealth Management in 2017, and has 3 years’ experience in the financial services industry and has a bachelor’s degree in Business Management.