Meet the team

We know that your success is very much dependent on the quality and performance of our people. That’s why we’re extremely proud of our team and invest in them so heavily.

Alongside our advisers, directors, and managers, you’ll get to know our dedicated, friendly support team, who are a vital part of the operation here at Forrester Boyd. We wouldn’t be able to deliver such an exceptional service to our clients without them.

Our business is an Employee Ownership Trust (EOT). This structure is associated with improved employee retention and morale, which ultimately results in a better service for you, our valued client.

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Independent Financial Adviser

Alex Munn

Compliance and Paraplanning Manager & Independent Financial Adviser

Chris Gray

Risk Manager & Chartered Financial Planner

Dale Regan

Compliance Director

Elaine Baker

Independent Financial Adviser

Gavin Smart

Independent Financial Adviser

Howard Pykett

Chartered Financial Planner

Joe Rogers

Managing Director

Neil Boulton

Investment Director, Chartered Wealth Manager and Chartered Financial Planner

Phil Jones

People & Operations Manager

Rachel Duncalf

Chartered Financial Planner

Tom Evans

Independent Financial Adviser

Tom Olsak

Independent Financial Adviser

Tom Saleh

Join the team

Do you have what it takes to be our newest employee? For the few who do, there are a whole host of perks and career progression opportunities to take advantage of. Read on to discover more about how you could benefit from becoming part of the FB Wealth Management family.

Tell me about joining

Get in touch

Talk to us about your financial objectives and lifetime goals. We’d be delighted to hear from you.