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Oliver Beckett's Accreditations

  • Chartered Financial Planner

    Chartered status is awarded by the Chartered Insurance Institute (CII) and is considered the “gold standard” financial planning accreditation. Chartered status is a symbol of technical competence and signifies a public commitment to upholding professional standards and adhering to a professional Code of Ethics.

  • Fellow of the PFS

    Dale is a Fellow of the Personal Finance Society (PFS) – the highest designation awarded by the PFS. Completion of the Fellowship programme shows that Dale has attained and maintained the most prestigious level of professional financial planning achievement.

Oliver Beckett

Chartered Financial Planner

Oliver Joined Forrester Boyd Wealth Management in 2021 and has gained valuable experience in a number of varying roles and specialisms across the business.

He is a member of the FB Wealth product committee and has achieved Chartered Financial Planner status with the Personal Finance Society, as well as achieving Fellowship status with the Chartered Insurance Institute (CII) showing a commitment to thorough research, technical expertise, and continued professional excellence.

Our team

Independent Financial Adviser

Alex Munn
Compliance and Paraplanning Manager & Independent Financial Adviser

Chris Gray
Risk Manager & Chartered Financial Planner

Dale Regan
Independent Financial Adviser

Gavin Smart
Independent Financial Adviser

Howard Pykett
Chartered Financial Planner

Joe Rogers
Managing Director

Neil Boulton
Independent Financial Adviser

Paul Roach
Investment Director, Chartered Wealth Manager and Chartered Financial Planner

Phil Jones
People & Operations Manager

Rachel Duncalf
Independent Financial Adviser

Sophie Wilde
Chartered Financial Planner

Tom Evans
Independent Financial Adviser

Tom Olsak
Independent Financial Adviser

Tom Saleh

Get in touch

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

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