Investment Director strengthens board at regions Independent Wealth Management firm.
Phil joined the firm in September last year bringing with him a wealth of high value investment expertise. Just 10 months later, he has been appointed as Investment Director.
Neil Boulton, Director of FB Wealth stated, “Phil has notable expertise in dealing with high value clients and their estates so brings a wealth of investment expertise to further strengthen the board.”
Commenting on his appointment, Phil said, “I am delighted to join the FB Wealth Board of Directors. I have thoroughly enjoyed my last 10 months at the firm and look forward to being a part of the board and being able to offer my insight and expertise to help further develop our client portfolio and services to continue to deliver high levels of client service whilst staying at the forefront of the industry.”
Phil has established a strong client base on both the South and North Banks of the Humber. With future plans to base himself in Beverley, his home town, Phil is looking forward to continuing to serve new and existing clients of both banks of the Humber and develop the firms presence further.
Phil specialises in 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.
FB Wealth Management work closely with the partners of Forrester Boyd to ensure that clients can benefit from a joined up approach to their financial matters, complementing the tax planning work they undertake.
Outside of work Phil 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.