The New Guy

  • 22nd August 2017

My first month with Forrester Boyd Wealth Management.

The eagle-eyed amongst you might have a noticed a new face pop up on our Social Media sites last week. Well, that new face is me, so now I've settled in, met the team myself and found the kettle, I thought it would be good to introduce myself properly.

I joined Forrester Boyd Wealth Management at the end of June as a Paraplanner, someone who supports our IFAs in bringing clear, well researched solutions to our clients. The first month has gone extremely quickly; there has been a huge amount to take in but my new colleagues are very welcoming and it already feels like home.

My background is in retail banking, having spent the last nine years doing a variety of roles in a local branch of the Co-Operative Bank. I've seen how banks and building societies can often look after their customers very well - I know from the relationships I built up over the years that we were often seen as part of the family, and that’s a great feeling. On the flip side, I've also seen how banks simply can't meet all of our needs, particularly when it comes to the more important financial decisions we all need make.

In an age of shopping around and comparing the market, it's not possible to rely on one provider to give you the best deal for every financial need. And anyway, loyalty is out of the window, so last century.

Or is it? What if it was possible to blend that 'part of the family' dependability with the knowledge and resources to provide all the choices and solutions you could possibly want? Would you be loyal to that? I know I would.

There are people out there who genuinely care about helping you achieve your goals no matter what stage of life you are at, or how daunting those goals feel. My biggest discovery of the past month has been that I am no longer on the outside looking in: I now sit in the same office as those people.

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Information contained within this article is not a personal recommendation of Forrester Boyd Wealth Management. The wording in this article is not to be construed as an offer or advice. We recommend you seek advice concerning suitability from your investment adviser.