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Joe Rogers' 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.

Joe Rogers

Chartered Financial Planner

Joe joined Forrester Boyd Wealth Management in 2007 as an administrator/trainee paraplanner. In his early years, he would provide administrative support for the adviser team, which then progressed to research and report writing.

He qualified as an adviser in 2011 and continued taking the Advanced Diploma examinations, which are required to achieve Chartered status.

Joe enjoys working with individuals, whether they are growing their funds, drawing from their assets, running their own business, or looking to tie everything together in a financial plan for the long term.

Our team

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
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

Get in touch

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