Personal Services

How can we help you and your family with our Personal Services?

From time to time we all stop and take stock of our financial position and planning for the future. Do you know if you are heading in the right direction? Is your money working as hard as it can for you? The answer to these questions can seem daunting and confusing, but at Forrester Boyd we don’t think that it has to be, we have the right personal services for you.

Forrester Boyd’s independent financial advice company, FB Wealth Management Limited firmly believe they can exceed your expectations with their approach to managed wealth. Financial planning, personal asset statements, tax advice and wealth management are all provided by their financial planning team who can co-ordinate everything for you under one roof. And, because they are truly independent, they can look at the whole of the market to provide financial solutions to fit the needs of you and your family.

How can we help you and your family?

Wealth Management »

Tax Planning »

Trusts and Estate Planning »

Pensions »

Life Assurance »

Critical Illness Protection »

Later Life »

FB Wealth Management Limited is authorised and regulated by the Financial Conduct Authority.