Forrester Boyd Wealth Management
Forrester Boyd Wealth Management provides wealth management and financial planning services for individuals, business owners, trustees, and employers in Lincolnshire and the East Yorkshire region. The company has a history dating back to 1935 and offers independent advice.
- Tax planning
- Wealth management
- Financial planning
- Investment management
- Corporate financial planning
- Employee benefits consulting
Locations
Competitors
Kelsall Steele Investment Services is a specialist wealth management firm based in Cornwall, providing comprehensive financial planning and investment advice.
Miller Knight is a financial planning and wealth management firm dedicated to helping clients secure a comfortable retirement lifestyle.
Citygate Financial Planning is a financial advisory firm that provides lifestyle financial planning services to individuals and businesses.
Verus Wealth is an award-winning independent financial planning firm based in Dundee, specialising in personal financial planning and advice.
Company Details
Forrester Boyd Wealth Management is operated by FB Wealth Management Limited and is a Active company incorporated on 13 July 2010 with the registered office located in Grimsby, Lincolnshire. FB Wealth Management Limited was registered 15 years ago.
Status
Active
Size
Small
Directors
8
Age
15 years old
Employees
34
Turnover
Unreported
Total Assets
£2.18M
Cash in Bank
£1.69M
Total Liabilities
-£902.12K
Teams
20
14
8
4
3
2
1
Non Executive Director • Joined Jul 2019
Compliance Director • Joined May 2021
Financial Services Manager • Joined Sep 2019
Systems & Operations Manager
People And Operations Manager • Joined Sep 2023
Chartered Wealth Manager & Chartered Financial Planner • Joined Sep 2018
Finance Administrator • Joined Jul 2024
Compliance Officer • Joined Aug 2024
Financial Services Administrator • Joined Nov 2021
Financial Services Administrator • Joined Aug 2021
Financial Services Manager • Joined Sep 2019
Chartered Wealth Manager & Chartered Financial Planner • Joined Sep 2018
Finance Administrator • Joined Jul 2024
Financial Services Administrator • Joined Nov 2021
Financial Services Administrator • Joined Aug 2021
Financial Services Administrator • Joined Sep 2022
Financial Services Administrator • Joined Aug 2023
Financial Services Administrator • Joined Apr 2024
Financial Services Administrator • Joined Jun 2024
Independent Financial Adviser • Joined Jun 2017
Compliance Director • Joined May 2021
Compliance Officer • Joined Aug 2024
Financial Services Manager • Joined Sep 2019
Systems & Operations Manager
People And Operations Manager • Joined Sep 2023
Non Executive Director • Joined Jul 2019
Independent Financial Adviser • Joined Jun 2017
Independent Financial Adviser • Joined Aug 2019
Independent Financial Adviser • Joined Feb 2019
Finance Administrator • Joined Jul 2024
Financial Services Administrator • Joined Nov 2021
Financial Services Administrator • Joined Aug 2021
Financial Services Administrator • Joined Sep 2022
Financial Services Administrator • Joined Aug 2023
Financial Services Administrator • Joined Apr 2024
Financial Services Administrator • Joined Jun 2024
Office Co-ordinator • Joined Jul 2022
Trainee Paraplanner/adminstrator • Joined Aug 2021
View 20 members